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Funds Holding IWD

On this page, we present all of the funds holding IWD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWD, with a link to that fund's top holdings. The next columns indicate the amount of IWD stock held by each of the funds holding IWD, followed by the IWD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1517 funds holding IWD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IWD), click the fund name in the "Holder" column of the funds-holding-IWD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE55,673,561$9,200,056 12/31/2023
     IWD55,673,561$9,200,056 12/31/2023
Morgan Stanley28,213,751$4,662,323 12/31/2023
     IWD28,213,751$4,662,323 12/31/2023
Goldman Sachs Group Inc.15,697,362$2,593,989 12/31/2023
     IWD15,697,362$2,593,989 12/31/2023
FMR LLC10,652,670$1,760,354 12/31/2023
     IWD10,652,670$1,760,354 12/31/2023
Financial Engines Advisors L.L.C.10,099,784$1,668,989 12/31/2023
     IWD10,099,784$1,668,989 12/31/2023
JPMorgan Chase & Co.9,949,451$1,644,147 12/31/2023
     IWD9,949,451$1,644,147 12/31/2023
Jones Financial Companies Lllp8,782,718$1,451,344 12/31/2023
     IWD8,782,718$1,451,344 12/31/2023
UBS Group AG7,412,758$1,224,958 12/31/2023
     IWD7,412,758$1,224,958 12/31/2023
TFO TDC LLC7,402$1,223,181 12/31/2023
     IWD7,402$1,223,181 12/31/2023
Envestnet Asset Management Inc.7,166,594$1,184,280 12/31/2023
     IWD7,166,594$1,184,280 12/31/2023
Wells Fargo & Company MN4,909,518$811,298 12/31/2023
     IWD4,909,518$811,298 12/31/2023
Raymond James & Associates3,632,089$650,543 03/31/2024
     IWD3,632,089$650,543 03/31/2024
BlackRock Inc.3,793,047$626,801 12/31/2023
     IWD3,793,047$626,801 12/31/2023
Northern Trust Corp3,758,131$621,031 12/31/2023
     IWD3,758,131$621,031 12/31/2023
M&T Bank Corp3,674,457$607,203 12/31/2023
     IWD3,674,457$607,203 12/31/2023
Baird Financial Group Inc.3,673,642$607,069 12/31/2023
     IWD3,673,642$607,069 12/31/2023
The PNC Financial Services Group Inc.3,294,905$544,483 12/31/2023
     IWD3,294,905$544,483 12/31/2023
LPL Financial LLC2,977,561$492,042 12/31/2023
     IWD2,977,561$492,042 12/31/2023
Synovus Financial Corp2,784,982$460,226 12/31/2023
     IWD2,784,982$460,226 12/31/2023
Truist Financial Corp2,638,730$436,050 12/31/2023
     IWD2,638,730$436,050 12/31/2023
Royal Bank of Canada2,324,806$384,174 12/31/2023
     IWD2,324,806$384,174 12/31/2023
Jasper Ridge Partners L.P.2,155,427$356,184 12/31/2023
     IWD2,155,427$356,184 12/31/2023
Commonwealth Equity Services LLC2,095,925$346,352 12/31/2023
     IWD2,095,925$346,352 12/31/2023
Alaska Permanent Fund Corp1,929,517$345,596 03/31/2024
     IWD1,929,517$345,596 03/31/2024
GLOBALT Investments LLC GA2,002,886$330,977 12/31/2023
     IWD2,002,886$330,977 12/31/2023
Stifel Financial Corp1,968,675$325,324 12/31/2023
     IWD1,968,675$325,324 12/31/2023
Alliancebernstein L.P.1,922,977$317,772 12/31/2023
     IWD1,922,977$317,772 12/31/2023
Prudential Financial Inc.1,352,089$223,433 12/31/2023
     IWD1,352,089$223,433 12/31/2023
Rockefeller Capital Management L.P.1,305,676$215,763 12/31/2023
     IWD1,305,676$215,763 12/31/2023
TIAA Trust National Association1,282,089$211,865 12/31/2023
     IWD1,282,089$211,865 12/31/2023
Cresset Asset Management LLC1,230,179$203,287 12/31/2023
     IWD1,230,179$203,287 12/31/2023
Stairway Partners LLC1,029,059$184,315 03/31/2024
     IWD1,029,059$184,315 03/31/2024
Ameriprise Financial Inc.1,095,519$181,051 12/31/2023
     IWD1,095,519$181,051 12/31/2023
Comerica Bank1,075,989$177,807 12/31/2023
     IWD1,075,989$177,807 12/31/2023
Citigroup Inc.1,046,407$172,919 12/31/2023
     IWD1,046,407$172,919 12/31/2023
HighTower Advisors LLC1,027,110$169,705 12/31/2023
     IWD1,027,110$169,705 12/31/2023
US Bancorp DE987,800$163,234 12/31/2023
     IWD987,800$163,234 12/31/2023
Raymond James Financial Services Advisors Inc.852,970$152,775 03/31/2024
     IWD852,970$152,775 03/31/2024
Waldron Private Wealth LLC910,654$150,485 12/31/2023
     IWD910,654$150,485 12/31/2023
Bank of New York Mellon Corp796,261$142,618 03/31/2024
     IWD796,261$142,618 03/31/2024
Hackensack Meridian Health Inc.826,000$136,496 12/31/2023
     IWD826,000$136,496 12/31/2023
Alera Investment Advisors LLC815,249$134,720 12/31/2023
     IWD815,249$134,720 12/31/2023
Wealth Enhancement Advisory Services LLC750,245$134,376 03/31/2024
     IWD750,245$134,376 03/31/2024
Oakworth Capital Inc.745,441$133,516 03/31/2024
     IWD745,441$133,516 03/31/2024
Cerity Partners LLC805,931$133,180 12/31/2023
     IWD805,931$133,180 12/31/2023
Commerce Bank778,749$128,688 12/31/2023
     IWD778,749$128,688 12/31/2023
Advisor Group Holdings Inc.707,167$116,903 12/31/2023
     IWD707,167$116,903 12/31/2023
UNC Management Company Inc.684,805$113,164 12/31/2023
     IWD684,805$113,164 12/31/2023
Stephens Inc. AR671,861$111,025 12/31/2023
     IWD671,861$111,025 12/31/2023
Johns Hopkins University623,115$102,970 12/31/2023
     IWD623,115$102,970 12/31/2023
Circle Wealth Management LLC620,620$102,557 12/31/2023
     IWD620,620$102,557 12/31/2023
1ST Source Bank591,160$97,689 12/31/2023
     IWD591,160$97,689 12/31/2023
Mariner LLC553,419$91,452 12/31/2023
     IWD553,419$91,452 12/31/2023
Creative Planning522,603$86,360 12/31/2023
     IWD522,603$86,360 12/31/2023
BNP Paribas Arbitrage SA505,172$83,480 12/31/2023
     IWD505,172$83,480 12/31/2023
CI Private Wealth LLC484,826$80,118 12/31/2023
     IWD484,826$80,118 12/31/2023
Equitable Holdings Inc.475,401$78,560 12/31/2023
     IWD475,401$78,560 12/31/2023
Modera Wealth Management LLC472,075$78,010 12/31/2023
     IWD472,075$78,010 12/31/2023
Cetera Investment Advisers466,553$77,098 12/31/2023
     IWD466,553$77,098 12/31/2023
Cetera Advisor Networks LLC464,838$76,815 12/31/2023
     IWD464,838$76,815 12/31/2023
Strategic Wealth Partners Group LLC440,257$72,753 12/31/2023
     IWD440,257$72,753 12/31/2023
Cedar Mountain Advisors LLC404,913$72,524 03/31/2024
     IWD404,913$72,524 03/31/2024
Fifth Third Bancorp402,677$72,123 03/31/2024
     IWD402,677$72,123 03/31/2024
Northwestern Mutual Wealth Management Co.431,986$71,386 12/31/2023
     IWD431,986$71,386 12/31/2023
MV Capital Management Inc.377,065$67,536 03/31/2024
     IWD377,065$67,536 03/31/2024
Bank of Nova Scotia $66,434 12/31/2023
     IWD402,275$66,475 12/31/2023
     Put250$41 12/31/2023
MML Investors Services LLC397,653$65,712 12/31/2023
     IWD397,653$65,712 12/31/2023
Geller Advisors LLC395,102$65,291 12/31/2023
     IWD395,102$65,291 12/31/2023
Stephens Group Asset Management LLC360,760$64,616 03/31/2024
     IWD360,760$64,616 03/31/2024
Cassaday & Co Wealth Management LLC382,648$63,233 12/31/2023
     IWD382,648$63,233 12/31/2023
Mercer Global Advisors Inc. ADV382,199$63,158 12/31/2023
     IWD382,199$63,158 12/31/2023
Massachusetts Financial Services Co. MA370,945$61,299 12/31/2023
     IWD370,945$61,299 12/31/2023
Putnam Investments LLC364,662$60,260 12/31/2023
     IWD364,662$60,260 12/31/2023
Landaas & Co. WI ADV355,263$58,707 12/31/2023
     IWD355,263$58,707 12/31/2023
Captrust Financial Advisors346,578$57,272 12/31/2023
     IWD346,578$57,272 12/31/2023
RSM US Wealth Management LLC346,105$57,194 12/31/2023
     IWD346,105$57,194 12/31/2023
Badgley Phelps Wealth Managers LLC342,744$56,638 12/31/2023
     IWD342,744$56,638 12/31/2023
Cullen Frost Bankers Inc.333,664$55,138 12/31/2023
     IWD333,664$55,138 12/31/2023
Pathstone Holdings LLC332,454$54,936 12/31/2023
     IWD332,454$54,936 12/31/2023
Zacks Investment Management331,944$54,854 12/31/2023
     IWD331,944$54,854 12/31/2023
Private Advisor Group LLC331,639$54,801 12/31/2023
     IWD331,639$54,801 12/31/2023
EP Wealth Advisors LLC322,903$53,360 12/31/2023
     IWD322,903$53,360 12/31/2023
Brown Advisory Inc.288,041$51,591 03/31/2024
     IWD288,041$51,591 03/31/2024
London Co. of Virginia311,930$51,546 12/31/2023
     IWD311,930$51,546 12/31/2023
Susquehanna International Group LLP $50,163 12/31/2023
     Call268,300$44,337 12/31/2023
     IWD89,757$14,832 12/31/2023
     Put54,500$9,006 12/31/2023
StoneX Group Inc.295,402$48,815 12/31/2023
     IWD295,402$48,815 12/31/2023
First Business Financial Services Inc.286,508$47,345 12/31/2023
     IWD286,508$47,345 12/31/2023
Eastern Bank283,574$46,861 12/31/2023
     IWD283,574$46,861 12/31/2023
Wade G W & Inc.280,929$46,423 12/31/2023
     IWD280,929$46,423 12/31/2023
Cetera Advisors LLC275,519$45,529 12/31/2023
     IWD275,519$45,529 12/31/2023
Wind River Trust Co253,335$45,375 03/31/2024
     IWD253,335$45,375 03/31/2024
Gainplan LLC248,109$44,439 03/31/2024
     IWD248,109$44,439 03/31/2024
Oppenheimer Asset Management Inc.262,720$43,414 12/31/2023
     IWD262,720$43,414 12/31/2023
Bridges Investment Management Inc.239,722$42,937 03/31/2024
     IWD239,722$42,937 03/31/2024
American Century Companies Inc.256,605$42,404 12/31/2023
     IWD256,605$42,404 12/31/2023
Thrivent Financial for Lutherans256,217$42,340 12/31/2023
     IWD256,217$42,340 12/31/2023
MAI Capital Management251,519$41,563 12/31/2023
     IWD251,519$41,563 12/31/2023
Equity Investment Corp250,903$41,462 12/31/2023
     IWD250,903$41,462 12/31/2023
Moneta Group Investment Advisors LLC248,996$41,147 12/31/2023
     IWD248,996$41,147 12/31/2023
Janney Montgomery Scott LLC248,011$40,983 12/31/2023
     IWD248,011$40,983 12/31/2023
Flaharty Asset Management LLC243,677$40,268 12/31/2023
     IWD243,677$40,268 12/31/2023
Steward Partners Investment Advisory LLC242,122$40,011 12/31/2023
     IWD242,122$40,011 12/31/2023
FSA Wealth Management LLC241,966$39,985 12/31/2023
     IWD241,966$39,985 12/31/2023
Brandywine Global Investment Management LLC239,479$39,574 12/31/2023
     IWD239,479$39,574 12/31/2023
Nadler Financial Group Inc.217,999$39,046 03/31/2024
     IWD217,999$39,046 03/31/2024
Relyea Zuckerberg Hanson LLC217,546$38,965 03/31/2024
     IWD217,546$38,965 03/31/2024
Envestnet Portfolio Solutions Inc.229,658$37,951 12/31/2023
     IWD229,658$37,951 12/31/2023
Mesirow Financial Investment Management Inc.210,170$37,642 03/31/2024
     IWD210,170$37,642 03/31/2024
First Horizon Advisors Inc.205,861$36,872 03/31/2024
     IWD205,861$36,872 03/31/2024
Diamond Hill Capital Management Inc.222,090$36,700 12/31/2023
     IWD222,090$36,700 12/31/2023
Simon Quick Advisors LLC200,835$35,971 03/31/2024
     IWD200,835$35,971 03/31/2024
Nuveen Asset Management LLC214,399$35,429 12/31/2023
     IWD214,399$35,429 12/31/2023
Regions Financial Corp197,508$35,376 03/31/2024
     IWD197,508$35,376 03/31/2024
Comprehensive Financial Management LLC210,233$34,741 12/31/2023
     IWD210,233$34,741 12/31/2023
Blair William & Co. IL205,962$34,035 12/31/2023
     IWD205,962$34,035 12/31/2023
Congress Wealth Management LLC DE 188,516$33,765 03/31/2024
     IWD188,516$33,765 03/31/2024
Paulson Wealth Management Inc.200,830$33,187 12/31/2023
     IWD200,830$33,187 12/31/2023
Mission Wealth Management LP195,125$32,244 12/31/2023
     IWD195,125$32,244 12/31/2023
Telemus Capital LLC192,985$31,891 12/31/2023
     IWD192,985$31,891 12/31/2023
German American Bancorp Inc.192,094$31,744 12/31/2023
     IWD192,094$31,744 12/31/2023
TRUE Private Wealth Advisors175,251$31,389 03/31/2024
     IWD175,251$31,389 03/31/2024
Cambiar Investors LLC186,941$30,892 12/31/2023
     IWD186,941$30,892 12/31/2023
Johnson Financial Group Inc.186,732$30,857 12/31/2023
     IWD186,732$30,857 12/31/2023
LBJ Family Wealth Advisors Ltd.171,719$30,757 03/31/2024
     IWD171,719$30,757 03/31/2024
Callan Family Office LLC183,171$30,269 12/31/2023
     IWD183,171$30,269 12/31/2023
Kestra Advisory Services LLC174,746$28,877 12/31/2023
     IWD174,746$28,877 12/31/2023
JNB Advisors LLC170,711$28,210 12/31/2023
     IWD170,711$28,210 12/31/2023
Pinnacle Financial Partners Inc.170,603$28,192 12/31/2023
     IWD170,603$28,192 12/31/2023
Jmac Enterprises LLC170,452$28,167 12/31/2023
     IWD170,452$28,167 12/31/2023
CIBC Private Wealth Group LLC166,685$27,545 12/31/2023
     IWD166,685$27,545 12/31/2023
Coho Partners Ltd.163,639$27,041 12/31/2023
     IWD163,639$27,041 12/31/2023
Orion Portfolio Solutions LLC160,814$26,658 12/31/2023
     IWD160,814$26,658 12/31/2023
HB Wealth Management LLC159,651$26,382 12/31/2023
     IWD159,651$26,382 12/31/2023
Keybank National Association OH155,612$25,715 12/31/2023
     IWD155,612$25,715 12/31/2023
Global Assets Advisory LLC137,958$24,710 03/31/2024
     IWD137,958$24,710 03/31/2024
RMR Wealth Builders136,539$24,455 03/31/2024
     IWD136,539$24,455 03/31/2024
Dynamic Advisor Solutions LLC136,429$24,436 03/31/2024
     IWD136,429$24,436 03/31/2024
Boston Partners147,701$24,356 12/31/2023
     IWD147,701$24,356 12/31/2023
Neuberger Berman Group LLC146,106$23,995 12/31/2023
     IWD146,106$23,995 12/31/2023
Lwmg LLC143,592$23,729 12/31/2023
     IWD143,592$23,729 12/31/2023
AMG National Trust Bank143,232$23,669 12/31/2023
     IWD143,232$23,669 12/31/2023
Capital Advisors Ltd. LLC130,911$23,447 03/31/2024
     IWD130,911$23,447 03/31/2024
CX Institutional129,322$23,163 03/31/2024
     IWD129,322$23,163 03/31/2024
Cambridge Investment Research Advisors Inc.128,715$23,054 03/31/2024
     IWD128,715$23,054 03/31/2024
Crestone Asset Management LLC127,433$22,825 03/31/2024
     IWD127,433$22,825 03/31/2024
Fulton Bank N.A.127,031$22,753 03/31/2024
     IWD127,031$22,753 03/31/2024
Covenant Partners LLC137,027$22,644 12/31/2023
     IWD137,027$22,644 12/31/2023
PFW Advisors LLC125,114$22,409 03/31/2024
     IWD125,114$22,409 03/31/2024
Savant Capital LLC134,287$22,191 12/31/2023
     IWD134,287$22,191 12/31/2023
Citadel Advisors LLC $22,160 12/31/2023
     IWD92,698$15,318 12/31/2023
     Call58,600$9,684 12/31/2023
     Put17,200$2,842 12/31/2023
Warren Averett Asset Management LLC134,060$22,153 12/31/2023
     IWD134,060$22,153 12/31/2023
Relative Value Partners Group LLC133,627$22,082 12/31/2023
     IWD133,627$22,082 12/31/2023
O Shaughnessy Asset Management LLC133,541$22,068 12/31/2023
     IWD133,541$22,068 12/31/2023
Hsbc Holdings PLC132,387$21,877 12/31/2023
     IWD132,387$21,877 12/31/2023
Corundum Group Inc.121,769$21,810 03/31/2024
     IWD121,769$21,810 03/31/2024
Pacific Sage Partners LLC119,866$21,469 03/31/2024
     IWD119,866$21,469 03/31/2024
Bank of Montreal Can129,042$21,394 12/31/2023
     IWD129,042$21,394 12/31/2023
Cullen Capital Management LLC127,295$21,035 12/31/2023
     IWD127,295$21,035 12/31/2023
AWM Capital LLC116,612$20,886 03/31/2024
     IWD116,612$20,886 03/31/2024
Financial Counselors Inc.119,820$19,800 12/31/2023
     IWD119,820$19,800 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV119,000$19,665 12/31/2023
     IWD119,000$19,665 12/31/2023
Aristotle Capital Management LLC118,128$19,521 12/31/2023
     IWD118,128$19,521 12/31/2023
TruWealth Advisors LLC105,295$18,859 03/31/2024
     IWD105,295$18,859 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC114,066$18,849 12/31/2023
     IWD114,066$18,849 12/31/2023
Atria Wealth Solutions Inc.113,754$18,798 12/31/2023
     IWD113,754$18,798 12/31/2023
New York Life Investment Management LLC112,321$18,561 12/31/2023
     IWD112,321$18,561 12/31/2023
Simplicity Wealth LLC101,965$18,263 03/31/2024
     IWD101,965$18,263 03/31/2024
BTC Capital Management Inc.100,270$17,959 03/31/2024
     IWD100,270$17,959 03/31/2024
Parkside Financial Bank & Trust108,004$17,848 12/31/2023
     IWD108,004$17,848 12/31/2023
Sawtooth Solutions LLC107,636$17,787 12/31/2023
     IWD107,636$17,787 12/31/2023
Vantagepoint Investment Advisers LLC106,300$17,566 12/31/2023
     IWD106,300$17,566 12/31/2023
Bleakley Financial Group LLC105,452$17,426 12/31/2023
     IWD105,452$17,426 12/31/2023
Lindbrook Capital LLC96,393$17,265 03/31/2024
     IWD96,393$17,265 03/31/2024
Silvercrest Asset Management Group LLC103,943$17,177 12/31/2023
     IWD103,943$17,177 12/31/2023
United Capital Financial Advisers LLC103,004$17,021 12/31/2023
     IWD103,004$17,021 12/31/2023
GTS Securities LLC $16,998 12/31/2023
     IWD99,088$16,370 12/31/2023
     Call3,800$628 12/31/2023
Fundamentun LLC94,332$16,896 03/31/2024
     IWD94,332$16,896 03/31/2024
Lincoln National Corp101,810$16,824 12/31/2023
     IWD101,810$16,824 12/31/2023
Beirne Wealth Consulting Services LLC101,584$16,790 12/31/2023
     IWD101,584$16,790 12/31/2023
GHP Investment Advisors Inc.92,817$16,625 03/31/2024
     IWD92,817$16,625 03/31/2024
FDx Advisors Inc.99,712$16,477 12/31/2023
     IWD99,712$16,477 12/31/2023
Tradition Wealth Management LLC98,747$16,318 12/31/2023
     IWD98,747$16,318 12/31/2023
Macquarie Group Ltd.98,304$16,245 12/31/2023
     IWD98,304$16,245 12/31/2023
Westwood Holdings Group Inc.96,373$15,926 12/31/2023
     IWD96,373$15,926 12/31/2023
Noble Family Wealth LLC85,300$15,278 03/31/2024
     IWD85,300$15,278 03/31/2024
Westshore Wealth LLC92,406$15,270 12/31/2023
     IWD92,406$15,270 12/31/2023
Buckingham Strategic Wealth LLC91,162$15,064 12/31/2023
     IWD91,162$15,064 12/31/2023
Integrated Investment Consultants LLC83,827$15,014 03/31/2024
     IWD83,827$15,014 03/31/2024
Hirtle Callaghan & Co LLC90,608$14,973 12/31/2023
     IWD90,608$14,973 12/31/2023
Venture Visionary Partners LLC90,181$14,902 12/31/2023
     IWD90,181$14,902 12/31/2023
Sontag Advisory LLC89,573$14,802 12/31/2023
     IWD89,573$14,802 12/31/2023
Jane Street Group LLC87,735$14,498 12/31/2023
     IWD87,735$14,498 12/31/2023
Country Club Bank GFN80,686$14,452 03/31/2024
     IWD80,686$14,452 03/31/2024
Principal Financial Group Inc.87,179$14,406 12/31/2023
     IWD87,179$14,406 12/31/2023
Raymond James Trust N.A.80,321$14,386 03/31/2024
     IWD80,321$14,386 03/31/2024
Natixis Advisors L.P.79,831$14,299 03/31/2024
     IWD79,831$14,299 03/31/2024
First Citizens Bank & Trust Co.79,787$14,291 03/31/2024
     IWD79,787$14,291 03/31/2024
RTD Financial Advisors Inc.79,064$14,161 03/31/2024
     IWD79,064$14,161 03/31/2024
Washington Trust Bank85,684$14,159 12/31/2023
     IWD85,684$14,159 12/31/2023
Avantax Advisory Services Inc.84,513$13,966 12/31/2023
     IWD84,513$13,966 12/31/2023
Carolinas Wealth Consulting LLC84,023$13,885 12/31/2023
     IWD84,023$13,885 12/31/2023
Voya Investment Management LLC83,559$13,808 12/31/2023
     IWD83,559$13,808 12/31/2023
Mill Creek Capital Advisors LLC83,031$13,721 12/31/2023
     IWD83,031$13,721 12/31/2023
Glenmede Trust Co. NA82,563$13,644 12/31/2023
     IWD82,563$13,644 12/31/2023
Independent Family Office LLC82,555$13,642 12/31/2023
     IWD82,555$13,642 12/31/2023
CWM LLC75,350$13,496 03/31/2024
     IWD75,350$13,496 03/31/2024
Keel Point LLC75,168$13,463 03/31/2024
     IWD75,168$13,463 03/31/2024
GWM Advisors LLC81,568$13,462 12/31/2023
     IWD81,568$13,462 12/31/2023
Great Lakes Advisors LLC79,353$13,113 12/31/2023
     IWD79,353$13,113 12/31/2023
CHURCHILL MANAGEMENT Corp72,850$13,048 03/31/2024
     IWD72,850$13,048 03/31/2024
Visionary Wealth Advisors74,956$12,386 12/31/2023
     IWD74,956$12,386 12/31/2023
Haverford Trust Co.74,589$12,326 12/31/2023
     IWD74,589$12,326 12/31/2023
Camden Capital LLC73,799$12,195 12/31/2023
     IWD73,799$12,195 12/31/2023
Beacon Pointe Advisors LLC73,760$12,189 12/31/2023
     IWD73,760$12,189 12/31/2023
Lyrical Asset Management LP73,160$12,090 12/31/2023
     IWD73,160$12,090 12/31/2023
Willis Johnson & Associates Inc.65,759$11,778 03/31/2024
     IWD65,759$11,778 03/31/2024
Insight 2811 Inc.70,979$11,729 12/31/2023
     IWD70,979$11,729 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC70,548$11,658 12/31/2023
     IWD70,548$11,658 12/31/2023
Charles Schwab Investment Management Inc.70,539$11,657 12/31/2023
     IWD70,539$11,657 12/31/2023
Waterloo Capital L.P.70,018$11,570 12/31/2023
     IWD70,018$11,570 12/31/2023
Kestra Private Wealth Services LLC69,374$11,464 12/31/2023
     IWD69,374$11,464 12/31/2023
Summit Wealth & Retirement Planning Inc.68,284$11,284 12/31/2023
     IWD68,284$11,284 12/31/2023
Personal Resources Investment & Strategic Management Inc.62,579$11,209 03/31/2024
     IWD62,579$11,209 03/31/2024
Nottingham Advisors Inc.67,672$11,183 12/31/2023
     IWD67,672$11,183 12/31/2023
Breakwater Capital Group61,713$11,053 03/31/2024
     IWD61,713$11,053 03/31/2024
MetLife Investment Management LLC66,800$11,039 12/31/2023
     IWD66,800$11,039 12/31/2023
XML Financial LLC65,839$10,880 12/31/2023
     IWD65,839$10,880 12/31/2023
Montag A & Associates Inc.65,140$10,764 12/31/2023
     IWD65,140$10,764 12/31/2023
Montecito Bank & Trust59,694$10,692 03/31/2024
     IWD59,694$10,692 03/31/2024
Mather Group LLC.63,850$10,551 03/31/2024
     IWD63,850$10,551 03/31/2024
Goelzer Investment Management Inc.63,683$10,524 12/31/2023
     IWD63,683$10,524 12/31/2023
Investment Partners LTD.58,572$10,491 03/31/2024
     IWD58,572$10,491 03/31/2024
Retirement Income Solutions Inc63,135$10,433 12/31/2023
     IWD63,135$10,433 12/31/2023
NFJ Investment Group LLC61,323$10,134 12/31/2023
     IWD61,323$10,134 12/31/2023
Rhumbline Advisers61,071$10,092 12/31/2023
     IWD61,071$10,092 12/31/2023
FMA Wealth Management LLC61,015$10,083 12/31/2023
     IWD61,015$10,083 12/31/2023
Valeo Financial Advisors LLC57,170$9,926 03/31/2024
     IWD57,170$9,926 03/31/2024
West Bancorporation Inc.59,546$9,840 12/31/2023
     IWD59,546$9,840 12/31/2023
Newton One Investments LLC54,490$9,760 03/31/2024
     IWD54,490$9,760 03/31/2024
Ashton Thomas Private Wealth LLC54,447$9,752 03/31/2024
     IWD54,447$9,752 03/31/2024
Simplex Trading LLC54,315$9,728 03/31/2024
     IWD54,315$9,728 03/31/2024
BOKF NA58,141$9,608 12/31/2023
     IWD58,141$9,608 12/31/2023
Clearbridge Investments LLC57,305$9,470 12/31/2023
     IWD57,305$9,470 12/31/2023
Lido Advisors LLC56,807$9,387 12/31/2023
     IWD56,807$9,387 12/31/2023
Chicago Partners Investment Group LLC53,626$9,313 03/31/2024
     IWD53,626$9,313 03/31/2024
Logan Capital Management Inc.55,507$9,172 12/31/2023
     IWD55,507$9,172 12/31/2023
Kayne Anderson Rudnick Investment Management LLC55,351$9,144 12/31/2023
     IWD55,351$9,144 12/31/2023
Colony Group LLC54,732$9,044 12/31/2023
     IWD54,732$9,044 12/31/2023
Sonata Capital Group Inc.54,568$9,017 12/31/2023
     IWD54,568$9,017 12/31/2023
Flow Traders U.S. LLC53,930$8,912 12/31/2023
     IWD53,930$8,912 12/31/2023
Stratos Wealth Advisors LLC49,667$8,896 03/31/2024
     IWD49,667$8,896 03/31/2024
Platte River Wealth Advisors LLC49,575$8,879 03/31/2024
     IWD49,575$8,879 03/31/2024
Johnson Investment Counsel Inc.53,639$8,864 12/31/2023
     IWD53,639$8,864 12/31/2023
Atria Investments LLC53,073$8,770 12/31/2023
     IWD53,073$8,770 12/31/2023
Diversified Trust Co48,957$8,769 03/31/2024
     IWD48,957$8,769 03/31/2024
Pegasus Partners Ltd.48,500$8,687 03/31/2024
     IWD48,500$8,687 03/31/2024
Prospera Financial Services Inc52,485$8,673 12/31/2023
     IWD52,485$8,673 12/31/2023
UMB Bank N A MO47,507$8,509 03/31/2024
     IWD47,507$8,509 03/31/2024
Segment Wealth Management LLC47,489$8,506 03/31/2024
     IWD47,489$8,506 03/31/2024
Objectivity Squared LLC48,544$8,484 03/31/2024
     IWD48,544$8,484 03/31/2024
Oppenheimer & Co. Inc.51,047$8,436 12/31/2023
     IWD51,047$8,436 12/31/2023
Allspring Global Investments Holdings LLC46,906$8,401 03/31/2024
     IWD46,906$8,401 03/31/2024
Guggenheim Capital LLC50,684$8,376 12/31/2023
     IWD50,684$8,376 12/31/2023
Barclays PLC50,310$8,314 12/31/2023
     IWD50,310$8,314 12/31/2023
Caisse DE Depot ET Placement DU Quebec50,000$8,262 12/31/2023
     IWD50,000$8,262 12/31/2023
JFS Wealth Advisors LLC47,577$7,862 12/31/2023
     IWD47,577$7,862 12/31/2023
Oldfather Financial Services LLC43,869$7,857 03/31/2024
     IWD43,869$7,857 03/31/2024
Sei Investments Co.47,214$7,802 12/31/2023
     IWD47,214$7,802 12/31/2023
SlateStone Wealth LLC43,390$7,772 03/31/2024
     IWD43,390$7,772 03/31/2024
Hancock Whitney Corp46,601$7,701 12/31/2023
     IWD46,601$7,701 12/31/2023
Anchor Capital Advisors LLC46,467$7,679 12/31/2023
     IWD46,467$7,679 12/31/2023
Wsfs Capital Management LLC46,363$7,661 12/31/2023
     IWD46,363$7,661 12/31/2023
Edge Capital Group LLC45,628$7,540 12/31/2023
     IWD45,628$7,540 12/31/2023
Fidelity D & D Bancorp Inc.41,847$7,495 03/31/2024
     IWD41,847$7,495 03/31/2024
Boston Private Wealth LLC45,323$7,490 12/31/2023
     IWD45,323$7,490 12/31/2023
Oxford Financial Group Ltd.45,259$7,479 12/31/2023
     IWD45,259$7,479 12/31/2023
STA Wealth Management LLC44,909$7,421 12/31/2023
     IWD44,909$7,421 12/31/2023
Smith & Howard Wealth Management LLC41,360$7,408 03/31/2024
     IWD41,360$7,408 03/31/2024
Nwam LLC44,398$7,337 12/31/2023
     IWD44,398$7,337 12/31/2023
RE Dickinson Investment Advisors LLC44,202$7,304 12/31/2023
     IWD44,202$7,304 12/31/2023
HBK Sorce Advisory LLC43,951$7,263 12/31/2023
     IWD43,951$7,263 12/31/2023
DRW Securities LLC43,727$7,226 12/31/2023
     IWD43,727$7,226 12/31/2023
Marquette Asset Management LLC43,044$7,113 12/31/2023
     IWD43,044$7,113 12/31/2023
Arbor Investment Advisors LLC39,095$7,002 03/31/2024
     IWD39,095$7,002 03/31/2024
Morton Capital Management LLC CA38,930$6,973 03/31/2024
     IWD38,930$6,973 03/31/2024
Clayton Financial Group LLC42,186$6,971 12/31/2023
     IWD42,186$6,971 12/31/2023
HMS Capital Management LLC38,401$6,878 03/31/2024
     IWD38,401$6,878 03/31/2024
Sunburst Financial Group LLC38,451$6,854 03/31/2024
     IWD38,451$6,854 03/31/2024
AlTi Global Inc.41,470$6,853 12/31/2023
     IWD41,470$6,853 12/31/2023
Jefferies Financial Group Inc.40,620$6,712 12/31/2023
     IWD40,620$6,712 12/31/2023
Snowden Capital Advisors LLC40,572$6,704 12/31/2023
     IWD40,572$6,704 12/31/2023
Parallel Advisors LLC39,282$6,491 12/31/2023
     IWD39,282$6,491 12/31/2023
Traverso Chambers Private Wealth Management LLC39,159$6,471 12/31/2023
     IWD39,159$6,471 12/31/2023
Allworth Financial LP35,901$6,430 03/31/2024
     IWD35,901$6,430 03/31/2024
Associated Banc Corp38,822$6,415 12/31/2023
     IWD38,822$6,415 12/31/2023
Baker Avenue Asset Management LP38,691$6,394 12/31/2023
     IWD38,691$6,394 12/31/2023
Millennium Management LLC38,588$6,377 12/31/2023
     IWD38,588$6,377 12/31/2023
Astoria Strategic Wealth Inc.38,383$6,343 12/31/2023
     IWD38,383$6,343 12/31/2023
Stratos Wealth Partners LTD.35,223$6,309 03/31/2024
     IWD35,223$6,309 03/31/2024
Whittier Trust Co. of Nevada Inc.37,457$6,190 12/31/2023
     IWD37,457$6,190 12/31/2023
Whittier Trust Co.37,198$6,147 12/31/2023
     IWD37,198$6,147 12/31/2023
Naples Global Advisors LLC36,882$6,095 12/31/2023
     IWD36,882$6,095 12/31/2023
American Institute for Advanced Investment Management LLP34,011$6,092 03/31/2024
     IWD34,011$6,092 03/31/2024
Proathlete Wealth Management LLC36,851$6,090 12/31/2023
     IWD36,851$6,090 12/31/2023
Aspiriant LLC33,810$6,056 03/31/2024
     IWD33,810$6,056 03/31/2024
SG Americas Securities LLC36,484$6,029 12/31/2023
     IWD36,484$6,029 12/31/2023
Linscomb & Williams Inc.36,404$6,016 12/31/2023
     IWD36,404$6,016 12/31/2023
Rebalance LLC33,441$5,990 03/31/2024
     IWD33,441$5,990 03/31/2024
Resources Investment Advisors LLC.35,733$5,905 12/31/2023
     IWD35,733$5,905 12/31/2023
Franklin Resources Inc.35,045$5,791 12/31/2023
     IWD35,045$5,791 12/31/2023
Summit Financial LLC32,157$5,760 03/31/2024
     IWD32,157$5,760 03/31/2024
Sepio Capital LP34,654$5,727 12/31/2023
     IWD34,654$5,727 12/31/2023
CFM Wealth Partners LLC31,860$5,706 03/31/2024
     IWD31,860$5,706 03/31/2024
ARK & TLK Investments LLC34,455$5,694 12/31/2023
     IWD34,455$5,694 12/31/2023
Ballentine Partners LLC31,620$5,663 03/31/2024
     IWD31,620$5,663 03/31/2024
Legal & General Group Plc34,218$5,655 12/31/2023
     IWD34,218$5,655 12/31/2023
Honkamp Krueger Financial Services Inc.33,987$5,616 12/31/2023
     IWD33,987$5,616 12/31/2023
Harbour Capital Advisors LLC31,602$5,597 03/31/2024
     IWD31,602$5,597 03/31/2024
Vanguard Group Inc.33,804$5,586 12/31/2023
     IWD33,804$5,586 12/31/2023
Central Valley Advisors LLC30,958$5,545 03/31/2024
     IWD30,958$5,545 03/31/2024
Advisory Services Network LLC33,556$5,545 12/31/2023
     IWD33,556$5,545 12/31/2023
Loomis Sayles & Co. L P33,124$5,474 12/31/2023
     IWD33,124$5,474 12/31/2023
Ballast Inc.33,073$5,465 12/31/2023
     IWD33,073$5,465 12/31/2023
Brighton Jones LLC32,926$5,441 12/31/2023
     IWD32,926$5,441 12/31/2023
Pinebridge Investments L.P.32,859$5,430 12/31/2023
     IWD32,859$5,430 12/31/2023
DT Investment Partners LLC32,416$5,417 12/31/2023
     IWD32,416$5,417 12/31/2023
Quadrant Capital Group LLC32,672$5,399 12/31/2023
     IWD32,672$5,399 12/31/2023
Bessemer Group Inc.32,565$5,381 12/31/2023
     IWD32,565$5,381 12/31/2023
Jump Financial LLC32,479$5,367 12/31/2023
     IWD32,479$5,367 12/31/2023
Ullmann Financial Group Inc.32,361$5,348 12/31/2023
     IWD32,361$5,348 12/31/2023
Sowell Financial Services LLC32,295$5,337 12/31/2023
     IWD32,295$5,337 12/31/2023
Crescent Grove Advisors LLC32,297$5,337 12/31/2023
     IWD32,297$5,337 12/31/2023
Deutsche Bank AG32,196$5,320 12/31/2023
     IWD32,196$5,320 12/31/2023
Webster Bank N. A.29,490$5,282 03/31/2024
     IWD29,490$5,282 03/31/2024
Ellenbecker Investment Group29,308$5,249 03/31/2024
     IWD29,308$5,249 03/31/2024
Signet Financial Management LLC29,270$5,243 03/31/2024
     IWD29,270$5,243 03/31/2024
Norris Perne & French LLP MI29,244$5,238 03/31/2024
     IWD29,244$5,238 03/31/2024
Red Tortoise LLC29,245$5,238 03/31/2024
     IWD29,245$5,238 03/31/2024
Tanglewood Legacy Advisors LLC29,238$5,237 03/31/2024
     IWD29,238$5,237 03/31/2024
Granite Bay Wealth Management LLC33,852$5,227 12/31/2023
     IWD33,852$5,227 12/31/2023
Disciplined Investments LLC28,937$5,183 03/31/2024
     IWD28,937$5,183 03/31/2024
Community Bank N.A.31,351$5,181 12/31/2023
     IWD31,351$5,181 12/31/2023
IHT Wealth Management LLC31,350$5,181 12/31/2023
     IWD31,350$5,181 12/31/2023
Signature Securities Group Corporation28,916$5,179 03/31/2024
     IWD28,916$5,179 03/31/2024
Hardy Reed LLC31,178$5,152 12/31/2023
     IWD31,178$5,152 12/31/2023
DHK Financial Advisors Inc.31,170$5,151 12/31/2023
     IWD31,170$5,151 12/31/2023
Arvest Investments Inc.28,475$5,100 03/31/2024
     IWD28,475$5,100 03/31/2024
Granger Management LLC30,661$5,067 12/31/2023
     IWD30,661$5,067 12/31/2023
Towerpoint Wealth LLC28,116$5,036 03/31/2024
     IWD28,116$5,036 03/31/2024
Sierra Capital LLC30,171$4,986 12/31/2023
     IWD30,171$4,986 12/31/2023
RFG Advisory LLC27,834$4,985 03/31/2024
     IWD27,834$4,985 03/31/2024
Highland Capital Management LLC29,965$4,952 12/31/2023
     IWD29,965$4,952 12/31/2023
Mackenzie Financial Corp29,944$4,948 12/31/2023
     IWD29,944$4,948 12/31/2023
Gladstone Institutional Advisory LLC29,796$4,924 12/31/2023
     IWD29,796$4,924 12/31/2023
Brand Asset Management Group Inc.29,686$4,906 12/31/2023
     IWD29,686$4,906 12/31/2023
Huntington National Bank29,552$4,883 12/31/2023
     IWD29,552$4,883 12/31/2023
Meritage Portfolio Management29,377$4,855 12/31/2023
     IWD29,377$4,855 12/31/2023
Hanson & Doremus Investment Management27,086$4,851 03/31/2024
     IWD27,086$4,851 03/31/2024
Great Valley Advisor Group Inc.29,261$4,835 12/31/2023
     IWD29,261$4,835 12/31/2023
Hillcrest Wealth Advisors NY LLC26,868$4,812 03/31/2024
     IWD26,868$4,812 03/31/2024
Mount Yale Investment Advisors LLC29,002$4,793 12/31/2023
     IWD29,002$4,793 12/31/2023
Auour Investments LLC29,021$4,780 12/31/2023
     IWD29,021$4,780 12/31/2023
Stegner Investment Associates Inc.26,562$4,757 03/31/2024
     IWD26,562$4,757 03/31/2024
JMG Financial Group Ltd.28,681$4,739 12/31/2023
     IWD28,681$4,739 12/31/2023
Claro Advisors LLC26,419$4,732 03/31/2024
     IWD26,419$4,732 03/31/2024
Signaturefd LLC28,475$4,705 12/31/2023
     IWD28,475$4,705 12/31/2023
OLD National Bancorp IN26,264$4,704 03/31/2024
     IWD26,264$4,704 03/31/2024
J.W. Cole Advisors Inc.28,467$4,704 12/31/2023
     IWD28,467$4,704 12/31/2023
Confluence Wealth Services Inc.26,060$4,668 03/31/2024
     IWD26,060$4,668 03/31/2024
Applied Finance Capital Management LLC27,859$4,604 12/31/2023
     IWD27,859$4,604 12/31/2023
Dorsey & Whitney Trust CO LLC27,732$4,583 12/31/2023
     IWD27,732$4,583 12/31/2023
Widmann Financial Services Inc.27,603$4,561 12/31/2023
     IWD27,603$4,561 12/31/2023
Beverly Hills Private Wealth LLC27,582$4,558 12/31/2023
     IWD27,582$4,558 12/31/2023
Aureus Asset Management LLC27,308$4,513 12/31/2023
     IWD27,308$4,513 12/31/2023
SOL Capital Management CO25,070$4,490 03/31/2024
     IWD25,070$4,490 03/31/2024
STAR Financial Bank27,172$4,490 12/31/2023
     IWD27,172$4,490 12/31/2023
Geneos Wealth Management Inc.27,126$4,483 12/31/2023
     IWD27,126$4,483 12/31/2023
Mutual Advisors LLC27,124$4,482 12/31/2023
     IWD27,124$4,482 12/31/2023
Dimension Capital Management LLC26,989$4,460 12/31/2023
     IWD26,989$4,460 12/31/2023
Global Retirement Partners LLC24,841$4,449 03/31/2024
     IWD24,841$4,449 03/31/2024
Rehmann Capital Advisory Group26,808$4,430 12/31/2023
     IWD26,808$4,430 12/31/2023
TCW Group Inc.26,618$4,399 12/31/2023
     IWD26,618$4,399 12/31/2023
McKinley Carter Wealth Services Inc.24,395$4,369 03/31/2024
     IWD24,395$4,369 03/31/2024
Pinnacle Wealth Management Group Inc.24,308$4,354 03/31/2024
     IWD24,308$4,354 03/31/2024
Riverview Capital Advisers LLC26,307$4,347 12/31/2023
     IWD26,307$4,347 12/31/2023
Regal Wealth Group Inc.26,318$4,318 12/31/2023
     IWD26,318$4,318 12/31/2023
Sage Financial Group Inc.26,029$4,301 12/31/2023
     IWD26,029$4,301 12/31/2023
Advisory Resource Group25,911$4,282 12/31/2023
     IWD25,911$4,282 12/31/2023
Spire Wealth Management23,704$4,246 03/31/2024
     IWD23,704$4,246 03/31/2024
Quent Capital LLC25,621$4,234 12/31/2023
     IWD25,621$4,234 12/31/2023
D.A. Davidson & CO.25,414$4,200 12/31/2023
     IWD25,414$4,200 12/31/2023
SJA Financial Advisory LLC25,411$4,199 12/31/2023
     IWD25,411$4,199 12/31/2023
Tolleson Wealth Management Inc.25,359$4,190 12/31/2023
     IWD25,359$4,190 12/31/2023
Premier Path Wealth Partners LLC23,334$4,173 03/31/2024
     IWD23,334$4,173 03/31/2024
Integrated Wealth Concepts LLC25,109$4,149 12/31/2023
     IWD25,109$4,149 12/31/2023
Custom Index Systems LLC24,926$4,119 12/31/2023
     IWD24,926$4,119 12/31/2023
Quadcap Wealth Management LLC24,904$4,115 12/31/2023
     IWD24,904$4,115 12/31/2023
FC Advisory LLC22,836$4,090 03/31/2024
     IWD22,836$4,090 03/31/2024
Stock Yards Bank & Trust Co.24,748$4,090 12/31/2023
     IWD24,748$4,090 12/31/2023
Cornerstone Advisory LLC24,532$4,054 12/31/2023
     IWD24,532$4,054 12/31/2023
Pinnacle Wealth Planning Services Inc.24,496$4,048 12/31/2023
     IWD24,496$4,048 12/31/2023
First Merchants Corp22,383$4,009 03/31/2024
     IWD22,383$4,009 03/31/2024
Ferguson Wellman Capital Management Inc.22,310$3,996 03/31/2024
     IWD22,310$3,996 03/31/2024
Argent Trust Co24,068$3,977 12/31/2023
     IWD24,068$3,977 12/31/2023
Alta Wealth Advisors LLC23,812$3,935 12/31/2023
     IWD23,812$3,935 12/31/2023
Eagle Capital Management LLC NY23,724$3,920 12/31/2023
     IWD23,724$3,920 12/31/2023
Wakefield Asset Management LLLP23,720$3,920 12/31/2023
     IWD23,720$3,920 12/31/2023
Diversified Portfolios Inc.23,711$3,918 12/31/2023
     IWD23,711$3,918 12/31/2023
Wealthcare Advisory Partners LLC21,648$3,877 03/31/2024
     IWD21,648$3,877 03/31/2024
Magnus Financial Group LLC23,431$3,872 12/31/2023
     IWD23,431$3,872 12/31/2023
Asset Management Group Inc.23,379$3,863 12/31/2023
     IWD23,379$3,863 12/31/2023
QRG Capital Management Inc.22,745$3,759 12/31/2023
     IWD22,745$3,759 12/31/2023
New England Private Wealth Advisors LLC22,561$3,728 12/31/2023
     IWD22,561$3,728 12/31/2023
Ieq Capital LLC22,529$3,723 12/31/2023
     IWD22,529$3,723 12/31/2023
One Capital Management LLC22,516$3,721 12/31/2023
     IWD22,516$3,721 12/31/2023
Topel & Distasi Wealth Management LLC22,484$3,715 12/31/2023
     IWD22,484$3,715 12/31/2023
Cary Street Partners Investment Advisory LLC22,424$3,706 12/31/2023
     IWD22,424$3,706 12/31/2023
Wealthspan Partners LLC22,256$3,678 12/31/2023
     IWD22,256$3,678 12/31/2023
Acropolis Investment Management LLC20,180$3,614 03/31/2024
     IWD20,180$3,614 03/31/2024
Stage Harbor Financial LLC21,748$3,594 12/31/2023
     IWD21,748$3,594 12/31/2023
Valmark Advisers Inc.21,619$3,573 12/31/2023
     IWD21,619$3,573 12/31/2023
Brown Brothers Harriman & Co.21,590$3,568 12/31/2023
     IWD21,590$3,568 12/31/2023
Holistic Financial Partners21,519$3,556 12/31/2023
     IWD21,519$3,556 12/31/2023
Monticello Wealth Management LLC19,847$3,555 03/31/2024
     IWD19,847$3,555 03/31/2024
Sequoia Financial Advisors LLC21,467$3,547 12/31/2023
     IWD21,467$3,547 12/31/2023
Manchester Capital Management LLC21,452$3,545 12/31/2023
     IWD21,452$3,545 12/31/2023
Kingsview Wealth Management LLC21,434$3,542 12/31/2023
     IWD21,434$3,542 12/31/2023
Monetary Management Group Inc.21,293$3,519 12/31/2023
     IWD21,293$3,519 12/31/2023
Wellspring Financial Advisors LLC21,190$3,502 12/31/2023
     IWD21,190$3,502 12/31/2023
Ameritas Advisory Services LLC20,847$3,498 12/31/2023
     IWD20,847$3,498 12/31/2023
Harbor Investment Advisory LLC19,362$3,468 03/31/2024
     IWD19,362$3,468 03/31/2024
Twin Focus Capital Partners LLC20,832$3,442 12/31/2023
     IWD20,832$3,442 12/31/2023
NBC Securities Inc.19,042$3,411 03/31/2024
     IWD19,042$3,411 03/31/2024
Prosperity Consulting Group LLC20,179$3,335 12/31/2023
     IWD20,179$3,335 12/31/2023
Hall Kathryn A.20,150$3,330 12/31/2023
     IWD20,150$3,330 12/31/2023
Busey Wealth Management18,433$3,302 03/31/2024
     IWD18,433$3,302 03/31/2024
Smith Moore & CO.19,935$3,294 12/31/2023
     IWD19,935$3,294 12/31/2023
TPG Financial Advisors LLC19,801$3,282 12/31/2023
     IWD19,801$3,282 12/31/2023
EPG Wealth Management LLC19,782$3,274 12/31/2023
     IWD19,782$3,274 12/31/2023
SOA Wealth Advisors LLC.18,172$3,255 03/31/2024
     IWD18,172$3,255 03/31/2024
AE Wealth Management LLC19,581$3,246 12/31/2023
     IWD19,581$3,246 12/31/2023
Carnegie Capital Asset Management LLC19,561$3,232 12/31/2023
     IWD19,561$3,232 12/31/2023
Stillwater Capital Advisors LLC17,746$3,179 03/31/2024
     IWD17,746$3,179 03/31/2024
St. Louis Trust Co19,018$3,143 12/31/2023
     IWD19,018$3,143 12/31/2023
Affinity Capital Advisors LLC17,477$3,130 03/31/2024
     IWD17,477$3,130 03/31/2024
Sandy Spring Bank18,732$3,096 12/31/2023
     IWD18,732$3,096 12/31/2023
Nomura Asset Management Co. Ltd.18,680$3,087 12/31/2023
     IWD18,680$3,087 12/31/2023
CAPROCK Group Inc.18,609$3,075 12/31/2023
     IWD18,609$3,075 12/31/2023
Aprio Wealth Management LLC17,059$3,055 03/31/2024
     IWD17,059$3,055 03/31/2024
Next Capital Management LLC18,374$3,036 12/31/2023
     IWD18,374$3,036 12/31/2023
Thoroughbred Financial Services LLC18,017$2,977 12/31/2023
     IWD18,017$2,977 12/31/2023
Private Ocean LLC16,575$2,969 03/31/2024
     IWD16,575$2,969 03/31/2024
Cornerstone Wealth Advisors Inc.16,428$2,942 03/31/2024
     IWD16,428$2,942 03/31/2024
Essex Financial Services Inc.15,963$2,859 03/31/2024
     IWD15,963$2,859 03/31/2024
Northern Oak Wealth Management Inc.17,268$2,854 12/31/2023
     IWD17,268$2,854 12/31/2023
Game Plan Financial Advisors LLC15,930$2,853 03/31/2024
     IWD15,930$2,853 03/31/2024
Resurgent Financial Advisors LLC17,132$2,831 12/31/2023
     IWD17,132$2,831 12/31/2023
Evanson Asset Management LLC15,633$2,800 03/31/2024
     IWD15,633$2,800 03/31/2024
Colorado Capital Management Inc.15,629$2,799 03/31/2024
     IWD15,629$2,799 03/31/2024
Glenview Trust Co16,814$2,779 12/31/2023
     IWD16,814$2,779 12/31/2023
NorthRock Partners LLC16,813$2,778 12/31/2023
     IWD16,813$2,778 12/31/2023
Clearstead Advisors LLC16,789$2,774 12/31/2023
     IWD16,789$2,774 12/31/2023
GFS Advisors LLC15,458$2,769 03/31/2024
     IWD15,458$2,769 03/31/2024
Cohen & Steers Inc.16,719$2,763 12/31/2023
     IWD16,719$2,763 12/31/2023
Adviser Investments LLC16,431$2,715 12/31/2023
     IWD16,431$2,715 12/31/2023
Ascent Wealth Partners LLC16,387$2,708 12/31/2023
     IWD16,387$2,708 12/31/2023
Opes Wealth Management LLC16,384$2,707 12/31/2023
     IWD16,384$2,707 12/31/2023
First Hawaiian Bank15,110$2,706 03/31/2024
     IWD15,110$2,706 03/31/2024
Procyon Private Wealth Partners LLC15,100$2,705 03/31/2024
     IWD15,100$2,705 03/31/2024
Pathway Financial Advisors LLC15,015$2,689 03/31/2024
     IWD15,015$2,689 03/31/2024
Verdence Capital Advisors LLC15,009$2,688 03/31/2024
     IWD15,009$2,688 03/31/2024
Arete Wealth Advisors LLC16,183$2,674 12/31/2023
     IWD16,183$2,674 12/31/2023
Western Wealth Management LLC16,123$2,664 12/31/2023
     IWD16,123$2,664 12/31/2023
Boston Trust Walden Corp14,849$2,660 03/31/2024
     IWD14,849$2,660 03/31/2024
Winthrop Advisory Group LLC14,839$2,658 03/31/2024
     IWD14,839$2,658 03/31/2024
Evermay Wealth Management LLC16,052$2,653 12/31/2023
     IWD16,052$2,653 12/31/2023
Perigon Wealth Management LLC15,978$2,640 12/31/2023
     IWD15,978$2,640 12/31/2023
Ancora Advisors LLC15,915$2,630 12/31/2023
     IWD15,915$2,630 12/31/2023
Castle Wealth Management LLC15,872$2,623 12/31/2023
     IWD15,872$2,623 12/31/2023
Oarsman Capital Inc.15,810$2,613 12/31/2023
     IWD15,810$2,613 12/31/2023
Forum Financial Management LP15,568$2,573 12/31/2023
     IWD15,568$2,573 12/31/2023
National Asset Management Inc.15,194$2,511 12/31/2023
     IWD15,194$2,511 12/31/2023
Allen Investment Management LLC15,188$2,510 12/31/2023
     IWD15,188$2,510 12/31/2023
First Western Trust Bank15,170$2,507 12/31/2023
     IWD15,170$2,507 12/31/2023
WCG Wealth Advisors LLC15,093$2,494 12/31/2023
     IWD15,093$2,494 12/31/2023
Donald Smith & CO. Inc.15,000$2,479 12/31/2023
     IWD15,000$2,479 12/31/2023
Accredited Investors Inc.14,985$2,476 12/31/2023
     IWD14,985$2,476 12/31/2023
Mosaic Family Wealth Partners LLC14,952$2,471 12/31/2023
     IWD14,952$2,471 12/31/2023
Grant Street Asset Management Inc.14,816$2,448 12/31/2023
     IWD14,816$2,448 12/31/2023
Fidelis Capital Partners LLC14,719$2,432 12/31/2023
     IWD14,719$2,432 12/31/2023
Precedent Wealth Partners LLC13,378$2,396 03/31/2024
     IWD13,378$2,396 03/31/2024
Icon Wealth Advisors LLC14,482$2,393 12/31/2023
     IWD14,482$2,393 12/31/2023
Cahaba Wealth Management Inc.13,289$2,380 03/31/2024
     IWD13,289$2,380 03/31/2024
Founders Financial Alliance LLC14,377$2,376 12/31/2023
     IWD14,377$2,376 12/31/2023
Autumn Glory Partners LLC14,553$2,371 12/31/2023
     IWD14,553$2,371 12/31/2023
RIA Advisory Group LLC14,274$2,359 12/31/2023
     IWD14,274$2,359 12/31/2023
W Advisors LLC13,166$2,358 03/31/2024
     IWD13,166$2,358 03/31/2024
Ironsides Asset Advisors LLC14,235$2,352 12/31/2023
     IWD14,235$2,352 12/31/2023
Schaper Benz & Wise Investment Counsel Inc. WI14,221$2,350 12/31/2023
     IWD14,221$2,350 12/31/2023
NewEdge Wealth LLC14,140$2,337 12/31/2023
     IWD14,140$2,337 12/31/2023
Dixon Fnancial Services Inc.13,010$2,330 03/31/2024
     IWD13,010$2,330 03/31/2024
Baron Financial Group LLC14,004$2,314 12/31/2023
     IWD14,004$2,314 12/31/2023
Lion Street Advisors LLC13,784$2,278 03/31/2024
     IWD13,784$2,278 03/31/2024
Verum Partners LLC12,681$2,271 03/31/2024
     IWD12,681$2,271 03/31/2024
Nicolet Bankshares Inc.13,665$2,258 12/31/2023
     IWD13,665$2,258 12/31/2023
Unionview LLC13,657$2,257 12/31/2023
     IWD13,657$2,257 12/31/2023
Evercore Wealth Management LLC13,512$2,233 12/31/2023
     IWD13,512$2,233 12/31/2023
Kanawha Capital Management LLC13,464$2,225 12/31/2023
     IWD13,464$2,225 12/31/2023
Osborne Partners Capital Management LLC12,405$2,222 03/31/2024
     IWD12,405$2,222 03/31/2024
National Bank of Canada FI13,327$2,210 12/31/2023
     IWD13,327$2,210 12/31/2023
Atlas Brown Inc.12,297$2,202 03/31/2024
     IWD12,297$2,202 03/31/2024
Prime Capital Investment Advisors LLC13,264$2,192 12/31/2023
     IWD13,264$2,192 12/31/2023
Foster Dykema Cabot & Partners LLC13,178$2,178 12/31/2023
     IWD13,178$2,178 12/31/2023
Ronald Blue Trust Inc.14,309$2,172 12/31/2023
     IWD14,309$2,172 12/31/2023
Ironwood Investment Counsel LLC13,059$2,158 12/31/2023
     IWD13,059$2,158 12/31/2023
Becker Capital Management Inc.12,949$2,140 12/31/2023
     IWD12,949$2,140 12/31/2023
Custos Family Office LLC12,870$2,127 12/31/2023
     IWD12,870$2,127 12/31/2023
Peapack Gladstone Financial Corp12,816$2,118 12/31/2023
     IWD12,816$2,118 12/31/2023
NTV Asset Management LLC12,788$2,113 12/31/2023
     IWD12,788$2,113 12/31/2023
Almanack Investment Partners LLC.12,699$2,098 12/31/2023
     IWD12,699$2,098 12/31/2023
Intrepid Financial Planning Group LLC12,632$2,087 12/31/2023
     IWD12,632$2,087 12/31/2023
BigSur Wealth Management LLC12,601$2,082 12/31/2023
     IWD12,601$2,082 12/31/2023
Clarius Group LLC11,606$2,079 03/31/2024
     IWD11,606$2,079 03/31/2024
Gilliland Jeter Wealth Management LLC12,544$2,073 12/31/2023
     IWD12,544$2,073 12/31/2023
Grove Bank & Trust12,457$2,059 12/31/2023
     IWD12,457$2,059 12/31/2023
Zions Bancorporation N.A.12,420$2,052 12/31/2023
     IWD12,420$2,052 12/31/2023
CJM Wealth Advisers Ltd.11,302$2,024 03/31/2024
     IWD11,302$2,024 03/31/2024
Saxon Interests Inc.11,294$2,023 03/31/2024
     IWD11,294$2,023 03/31/2024
Wealth Dimensions Group Ltd.12,244$2,023 12/31/2023
     IWD12,244$2,023 12/31/2023
Phillips Financial Management LLC11,273$2,019 03/31/2024
     IWD11,273$2,019 03/31/2024
Northeast Financial Consultants Inc12,056$1,992 12/31/2023
     IWD12,056$1,992 12/31/2023
MMA Asset Management LLC11,872$1,983 12/31/2023
     IWD11,872$1,983 12/31/2023
Putnam FL Investment Management Co.11,986$1,981 12/31/2023
     IWD11,986$1,981 12/31/2023
New Republic Capital LLC11,954$1,975 12/31/2023
     IWD11,954$1,975 12/31/2023
Taddei Ludwig & Associates Inc.10,943$1,960 03/31/2024
     IWD10,943$1,960 03/31/2024
Focus Financial Network Inc.11,552$1,959 03/31/2024
     IWD11,552$1,959 03/31/2024
Summit Financial Group Inc.10,925$1,957 03/31/2024
     IWD10,925$1,957 03/31/2024
Parkside Advisors LLC10,927$1,957 03/31/2024
     IWD10,927$1,957 03/31/2024
ABLE Financial Group LLC11,765$1,944 12/31/2023
     IWD11,765$1,944 12/31/2023
Berkshire Asset Management LLC PA11,711$1,935 12/31/2023
     IWD11,711$1,935 12/31/2023
Certified Advisory Corp11,709$1,935 12/31/2023
     IWD11,709$1,935 12/31/2023
Price T Rowe Associates Inc. MD11,551$1,909 12/31/2023
     IWD11,551$1,909 12/31/2023
Garrett Investment Advisors LLC10,612$1,901 03/31/2024
     IWD10,612$1,901 03/31/2024
Level Four Advisory Services LLC11,459$1,894 12/31/2023
     IWD11,459$1,894 12/31/2023
Buckingham Strategic Partners11,447$1,892 12/31/2023
     IWD11,447$1,892 12/31/2023
Carret Asset Management LLC10,553$1,890 03/31/2024
     IWD10,553$1,890 03/31/2024
Coldstream Capital Management Inc.11,389$1,882 12/31/2023
     IWD11,389$1,882 12/31/2023
Focus Financial Network Inc. ADV11,343$1,874 12/31/2023
     IWD11,343$1,874 12/31/2023
Affiance Financial LLC10,405$1,864 03/31/2024
     IWD10,405$1,864 03/31/2024
Mycio Wealth Partners LLC11,248$1,859 12/31/2023
     IWD11,248$1,859 12/31/2023
Summit Trail Advisors LLC10,319$1,848 03/31/2024
     IWD10,319$1,848 03/31/2024
Thompson Siegel & Walmsley LLC11,154$1,843 12/31/2023
     IWD11,154$1,843 12/31/2023
Financial Advisory Service Inc.11,150$1,843 12/31/2023
     IWD11,150$1,843 12/31/2023
Halpern Financial Inc.10,359$1,836 03/31/2024
     IWD10,359$1,836 03/31/2024
Tobias Financial Advisors Inc.11,099$1,834 12/31/2023
     IWD11,099$1,834 12/31/2023
Joel Isaacson & Co. LLC11,090$1,833 12/31/2023
     IWD11,090$1,833 12/31/2023
jvl associates llc10,211$1,829 03/31/2024
     IWD10,211$1,829 03/31/2024
Bond & Devick Financial Network Inc.10,195$1,826 03/31/2024
     IWD10,195$1,826 03/31/2024
McAdam LLC10,187$1,825 03/31/2024
     IWD10,187$1,825 03/31/2024
SilverOak Wealth Management LLC11,005$1,819 12/31/2023
     IWD11,005$1,819 12/31/2023
U.S. Capital Wealth Advisors LLC10,987$1,816 12/31/2023
     IWD10,987$1,816 12/31/2023
Axxcess Wealth Management LLC10,978$1,814 12/31/2023
     IWD10,978$1,814 12/31/2023
Forte Asset Management LLC10,959$1,811 12/31/2023
     IWD10,959$1,811 12/31/2023
Brookstone Capital Management9,994$1,790 03/31/2024
     IWD9,994$1,790 03/31/2024
Ellevest Inc.10,776$1,781 12/31/2023
     IWD10,776$1,781 12/31/2023
Cooper Financial Group9,925$1,778 03/31/2024
     IWD9,925$1,778 03/31/2024
Verus Financial Partners Inc.10,727$1,778 12/31/2023
     IWD10,727$1,778 12/31/2023
Pinnacle Associates Ltd.9,850$1,764 03/31/2024
     IWD9,850$1,764 03/31/2024
Lord Abbett & CO. LLC10,644$1,759 12/31/2023
     IWD10,644$1,759 12/31/2023
Monograph Wealth Advisors LLC10,618$1,755 12/31/2023
     IWD10,618$1,755 12/31/2023
Prosperity Planning Inc.9,784$1,752 03/31/2024
     IWD9,784$1,752 03/31/2024
Myecfo LLC9,752$1,747 03/31/2024
     IWD9,752$1,747 03/31/2024
Great Waters Wealth Management9,729$1,743 03/31/2024
     IWD9,729$1,743 03/31/2024
Grimes & Company Inc.9,703$1,738 03/31/2024
     IWD9,703$1,738 03/31/2024
Allegheny Financial Group LTD10,517$1,738 12/31/2023
     IWD10,517$1,738 12/31/2023
Eldridge Investment Advisors Inc.10,494$1,734 12/31/2023
     IWD10,494$1,734 12/31/2023
Pure Financial Advisors Inc.9,639$1,726 03/31/2024
     IWD9,639$1,726 03/31/2024
Glass Jacobson Investment Advisors llc9,600$1,720 03/31/2024
     IWD9,600$1,720 03/31/2024
Aaron Wealth Advisors9,593$1,718 03/31/2024
     IWD9,593$1,718 03/31/2024
Marshall Financial Group Inc. ADV10,271$1,697 12/31/2023
     IWD10,271$1,697 12/31/2023
Sapient Capital LLC9,455$1,694 03/31/2024
     IWD9,455$1,694 03/31/2024
Darwin Advisors LLC10,221$1,689 12/31/2023
     IWD10,221$1,689 12/31/2023
Credit Suisse AG10,217$1,688 12/31/2023
     IWD10,217$1,688 12/31/2023
Johnson Bixby & Associates LLC9,416$1,686 03/31/2024
     IWD9,416$1,686 03/31/2024
Apollon Wealth Management LLC10,176$1,682 12/31/2023
     IWD10,176$1,682 12/31/2023
Pointe Capital Management LLC10,156$1,678 12/31/2023
     IWD10,156$1,678 12/31/2023
Park Place Capital Corp9,344$1,674 03/31/2024
     IWD9,344$1,674 03/31/2024
Private Trust Co. NA9,313$1,668 03/31/2024
     IWD9,313$1,668 03/31/2024
Angeles Wealth Management LLC10,080$1,666 12/31/2023
     IWD10,080$1,666 12/31/2023
BBR Partners LLC10,056$1,662 12/31/2023
     IWD10,056$1,662 12/31/2023
Park Avenue Securities LLC9,193$1,647 03/31/2024
     IWD9,193$1,647 03/31/2024
Benedict Financial Advisors Inc.9,178$1,644 03/31/2024
     IWD9,178$1,644 03/31/2024
Gries Financial LLC9,944$1,643 12/31/2023
     IWD9,944$1,643 12/31/2023
Quotient Wealth Partners LLC9,875$1,632 12/31/2023
     IWD9,875$1,632 12/31/2023
NorthCrest Asset Manangement LLC9,065$1,624 03/31/2024
     IWD9,065$1,624 03/31/2024
Summit Financial Strategies Inc.9,819$1,623 12/31/2023
     IWD9,819$1,623 12/31/2023
Walled Lake Planning & Wealth Management LLC9,819$1,623 12/31/2023
     IWD9,819$1,623 12/31/2023
RMB Capital Management LLC9,811$1,621 12/31/2023
     IWD9,811$1,621 12/31/2023
Element Pointe Advisors LLC9,766$1,614 12/31/2023
     IWD9,766$1,614 12/31/2023
Maryland Capital Advisors Inc.9,003$1,613 03/31/2024
     IWD9,003$1,613 03/31/2024
Fiduciary Trust Co.9,676$1,599 12/31/2023
     IWD9,676$1,599 12/31/2023
Next Level Private LLC8,855$1,586 03/31/2024
     IWD8,855$1,586 03/31/2024
GenWealth Group Inc.8,779$1,572 03/31/2024
     IWD8,779$1,572 03/31/2024
Beacon Financial Group9,483$1,567 12/31/2023
     IWD9,483$1,567 12/31/2023
ZRC Wealth Management LLC8,684$1,555 03/31/2024
     IWD8,684$1,555 03/31/2024
AlphaCentric Advisors LLC8,671$1,553 03/31/2024
     IWD8,671$1,553 03/31/2024
Vista Wealth Management Group LLC9,394$1,552 12/31/2023
     IWD9,394$1,552 12/31/2023
Stephenson National Bank & Trust8,652$1,550 03/31/2024
     IWD8,652$1,550 03/31/2024
Wedbush Securities Inc.9,330$1,542 12/31/2023
     IWD9,330$1,542 12/31/2023
Keystone Wealth Services LLC8,573$1,535 03/31/2024
     IWD8,573$1,535 03/31/2024
Red Lighthouse Investment Management LLC9,270$1,532 12/31/2023
     IWD9,270$1,532 12/31/2023
Lee Danner & Bass Inc.9,257$1,530 12/31/2023
     IWD9,257$1,530 12/31/2023
Assetmark Inc.9,225$1,524 12/31/2023
     IWD9,225$1,524 12/31/2023
EverSource Wealth Advisors LLC9,162$1,514 12/31/2023
     IWD9,162$1,514 12/31/2023
Paragon Financial Partners Inc.8,423$1,509 03/31/2024
     IWD8,423$1,509 03/31/2024
Bruce G. Allen Investments LLC8,426$1,509 03/31/2024
     IWD8,426$1,509 03/31/2024
Clifford Group LLC9,134$1,509 12/31/2023
     IWD9,134$1,509 12/31/2023
Alamar Capital Management LLC9,014$1,490 12/31/2023
     IWD9,014$1,490 12/31/2023
Colonial Trust Co SC8,992$1,486 12/31/2023
     IWD8,992$1,486 12/31/2023
Baron Silver Stevens Financial Advisors LLC8,972$1,483 12/31/2023
     IWD8,972$1,483 12/31/2023
Nations Financial Group Inc. IA ADV8,253$1,478 03/31/2024
     IWD8,253$1,478 03/31/2024
Cahill Financial Advisors Inc.8,918$1,474 12/31/2023
     IWD8,918$1,474 12/31/2023
BKD Wealth Advisors LLC8,202$1,469 03/31/2024
     IWD8,202$1,469 03/31/2024
Mattern Capital Management LLC8,871$1,466 12/31/2023
     IWD8,871$1,466 12/31/2023
American Financial Advisors LLC8,165$1,462 03/31/2024
     IWD8,165$1,462 03/31/2024
Peloton Wealth Strategists8,776$1,450 12/31/2023
     IWD8,776$1,450 12/31/2023
Trexquant Investment LP8,741$1,444 12/31/2023
     IWD8,741$1,444 12/31/2023
Anchor Investment Management LLC8,706$1,439 12/31/2023
     IWD8,706$1,439 12/31/2023
True North Advisors LLC8,013$1,435 03/31/2024
     IWD8,013$1,435 03/31/2024
Jordan Park Group LLC8,669$1,433 12/31/2023
     IWD8,669$1,433 12/31/2023
Breed s Hill Capital LLC8,630$1,426 12/31/2023
     IWD8,630$1,426 12/31/2023
PFG Investments LLC7,955$1,425 03/31/2024
     IWD7,955$1,425 03/31/2024
Personal CFO Solutions LLC8,574$1,417 12/31/2023
     IWD8,574$1,417 12/31/2023
Morris Financial Concepts Inc.7,906$1,416 03/31/2024
     IWD7,906$1,416 03/31/2024
Barrett & Company Inc.7,839$1,404 03/31/2024
     IWD7,839$1,404 03/31/2024
Gryphon Financial Partners LLC8,419$1,391 12/31/2023
     IWD8,419$1,391 12/31/2023
Indiana Trust & Investment Management CO7,629$1,366 03/31/2024
     IWD7,629$1,366 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,920$1,362 03/31/2024
     IWD7,920$1,362 03/31/2024
Intrust Bank NA8,191$1,354 12/31/2023
     IWD8,191$1,354 12/31/2023
Mayport LLC7,500$1,343 03/31/2024
     IWD7,500$1,343 03/31/2024
Citizens Financial Group Inc RI8,071$1,334 12/31/2023
     IWD8,071$1,334 12/31/2023
Larson Financial Group LLC8,036$1,328 12/31/2023
     IWD8,036$1,328 12/31/2023
IFG Advisory LLC8,009$1,324 12/31/2023
     IWD8,009$1,324 12/31/2023
Sound View Wealth Advisors Group LLC8,002$1,322 12/31/2023
     IWD8,002$1,322 12/31/2023
TCI Wealth Advisors Inc.7,990$1,320 12/31/2023
     IWD7,990$1,320 12/31/2023
Market Street Wealth Management Advisors LLC7,338$1,314 03/31/2024
     IWD7,338$1,314 03/31/2024
Seven Mile Advisory7,941$1,312 12/31/2023
     IWD7,941$1,312 12/31/2023
Opus Capital Group LLC7,307$1,309 03/31/2024
     IWD7,307$1,309 03/31/2024
Apella Capital LLC7,354$1,304 03/31/2024
     IWD7,354$1,304 03/31/2024
Chemung Canal Trust Co.7,260$1,300 03/31/2024
     IWD7,260$1,300 03/31/2024
Kornitzer Capital Management Inc. KS7,868$1,300 12/31/2023
     IWD7,868$1,300 12/31/2023
Luts & Greenleigh Group Inc.7,853$1,298 12/31/2023
     IWD7,853$1,298 12/31/2023
Hilltop Holdings Inc.7,719$1,276 12/31/2023
     IWD7,719$1,276 12/31/2023
Key Financial Inc7,676$1,268 12/31/2023
     IWD7,676$1,268 12/31/2023
Arkadios Wealth Advisors7,656$1,265 12/31/2023
     IWD7,656$1,265 12/31/2023
Capital Performance Advisors LLP7,046$1,262 03/31/2024
     IWD7,046$1,262 03/31/2024
Texas Capital Bank Wealth Management Services Inc.7,634$1,262 12/31/2023
     IWD7,634$1,262 12/31/2023
RFP Financial Group LLC7,616$1,259 12/31/2023
     IWD7,616$1,259 12/31/2023
Vista Capital Partners Inc.7,607$1,257 12/31/2023
     IWD7,607$1,257 12/31/2023
KMG Fiduciary Partners LLC7,012$1,256 03/31/2024
     IWD7,012$1,256 03/31/2024
Wick Capital Partners LLC7,581$1,253 12/31/2023
     IWD7,581$1,253 12/31/2023
Farmers & Merchants Investments Inc.6,989$1,252 03/31/2024
     IWD6,989$1,252 03/31/2024
Fragasso Group Inc.6,992$1,252 03/31/2024
     IWD6,992$1,252 03/31/2024
Capital Investment Advisors LLC6,978$1,250 03/31/2024
     IWD6,978$1,250 03/31/2024
Bensler LLC7,561$1,249 12/31/2023
     IWD7,561$1,249 12/31/2023
Asset Dedication LLC6,932$1,242 03/31/2024
     IWD6,932$1,242 03/31/2024
International Assets Investment Management LLC6,970$1,242 03/31/2024
     IWD6,970$1,242 03/31/2024
First Manhattan Co.7,471$1,238 12/31/2023
     IWD7,471$1,238 12/31/2023
WealthShield Partners LLC7,461$1,233 12/31/2023
     IWD7,461$1,233 12/31/2023
Tarbox Family Office Inc.6,876$1,232 03/31/2024
     IWD6,876$1,232 03/31/2024
Wetzel Investment Advisors Inc.7,262$1,231 03/31/2024
     IWD7,262$1,231 03/31/2024
Coppell Advisory Solutions LLC7,392$1,221 12/31/2023
     IWD7,392$1,221 12/31/2023
Aurum Wealth Management Group LLC6,791$1,216 03/31/2024
     IWD6,791$1,216 03/31/2024
Cardiff Park Advisors LLC7,349$1,214 12/31/2023
     IWD7,349$1,214 12/31/2023
Vance Wealth Inc.7,294$1,205 12/31/2023
     IWD7,294$1,205 12/31/2023
West Michigan Advisors LLC7,280$1,203 12/31/2023
     IWD7,280$1,203 12/31/2023
Connecticut Wealth Management LLC7,252$1,198 12/31/2023
     IWD7,252$1,198 12/31/2023
Wesbanco Bank Inc.6,678$1,196 03/31/2024
     IWD6,678$1,196 03/31/2024
Thomasville National Bank6,647$1,191 03/31/2024
     IWD6,647$1,191 03/31/2024
St. James Investment Company LLC7,194$1,189 12/31/2023
     IWD7,194$1,189 12/31/2023
Northstar Group Inc.6,628$1,187 03/31/2024
     IWD6,628$1,187 03/31/2024
Taylor Cottrill Erickson & Associates Inc.7,160$1,183 12/31/2023
     IWD7,160$1,183 12/31/2023
D. E. Shaw & Co. Inc.7,137$1,179 12/31/2023
     IWD7,137$1,179 12/31/2023
Financial Advisors LLC7,100$1,173 12/31/2023
     IWD7,100$1,173 12/31/2023
Pensionmark Financial Group LLC7,086$1,171 12/31/2023
     IWD7,086$1,171 12/31/2023
GAMMA Investing LLC6,535$1,170 03/31/2024
     IWD6,535$1,170 03/31/2024
DB Wealth Management Group LLC7,070$1,168 12/31/2023
     IWD7,070$1,168 12/31/2023
CVA Family Office LLC6,510$1,166 03/31/2024
     IWD6,510$1,166 03/31/2024
Garde Capital Inc.7,044$1,164 12/31/2023
     IWD7,044$1,164 12/31/2023
Sax Wealth Advisors LLC7,045$1,164 12/31/2023
     IWD7,045$1,164 12/31/2023
RF&L Wealth Management LLC7,045$1,164 12/31/2023
     IWD7,045$1,164 12/31/2023
Concurrent Investment Advisors LLC7,004$1,157 12/31/2023
     IWD7,004$1,157 12/31/2023
Stableford Capital II LLC6,455$1,156 03/31/2024
     IWD6,455$1,156 03/31/2024
Turtle Creek Wealth Advisors LLC6,908$1,142 12/31/2023
     IWD6,908$1,142 12/31/2023
Strategic Blueprint LLC6,317$1,131 03/31/2024
     IWD6,317$1,131 03/31/2024
Sigma Investment Counselors Inc.6,299$1,128 03/31/2024
     IWD6,299$1,128 03/31/2024
Northeast Investment Management6,800$1,124 12/31/2023
     IWD6,800$1,124 12/31/2023
Cascade Wealth Advisors Inc6,516$1,120 03/31/2024
     IWD6,516$1,120 03/31/2024
Coastline Trust Co6,232$1,116 03/31/2024
     IWD6,232$1,116 03/31/2024
Amplius Wealth Advisors LLC6,222$1,114 03/31/2024
     IWD6,222$1,114 03/31/2024
Accurate Wealth Management LLC6,516$1,111 03/31/2024
     IWD6,516$1,111 03/31/2024
Invesco Ltd.6,712$1,109 12/31/2023
     IWD6,712$1,109 12/31/2023
CWA Asset Management Group LLC6,709$1,109 12/31/2023
     IWD6,709$1,109 12/31/2023
Summit X LLC6,741$1,109 12/31/2023
     IWD6,741$1,109 12/31/2023
InterOcean Capital Group LLC6,706$1,108 12/31/2023
     IWD6,706$1,108 12/31/2023
Seizert Capital Partners LLC6,633$1,096 12/31/2023
     IWD6,633$1,096 12/31/2023
Quantinno Capital Management LP6,628$1,095 12/31/2023
     IWD6,628$1,095 12/31/2023
Trust Co of the South6,078$1,089 03/31/2024
     IWD6,078$1,089 03/31/2024
Plante Moran Financial Advisors LLC6,592$1,089 12/31/2023
     IWD6,592$1,089 12/31/2023
Apexium Financial LP6,047$1,083 03/31/2024
     IWD6,047$1,083 03/31/2024
Hamlin Capital Management LLC6,512$1,076 12/31/2023
     IWD6,512$1,076 12/31/2023
Elevate Wealth Advisory Inc.6,468$1,069 12/31/2023
     IWD6,468$1,069 12/31/2023
Thrive Wealth Management LLC5,957$1,067 03/31/2024
     IWD5,957$1,067 03/31/2024
Warwick Investment Management Inc.6,455$1,067 12/31/2023
     IWD6,455$1,067 12/31/2023
Brown Financial Advisory5,950$1,066 03/31/2024
     IWD5,950$1,066 03/31/2024
Choate Investment Advisors6,441$1,064 12/31/2023
     IWD6,441$1,064 12/31/2023
Mascoma Wealth Management LLC6,441$1,064 12/31/2023
     IWD6,441$1,064 12/31/2023
Castleark Management LLC6,400$1,058 12/31/2023
     IWD6,400$1,058 12/31/2023
Etfidea LLC6,400$1,058 12/31/2023
     IWD6,400$1,058 12/31/2023
Natixis6,386$1,055 12/31/2023
     IWD6,386$1,055 12/31/2023
Pacific Financial Group Inc.6,385$1,055 12/31/2023
     IWD6,385$1,055 12/31/2023
Litman Gregory Asset Management LLC6,386$1,055 12/31/2023
     IWD6,386$1,055 12/31/2023
Objective Capital Management LLC6,373$1,053 12/31/2023
     IWD6,373$1,053 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,366$1,052 12/31/2023
     IWD6,366$1,052 12/31/2023
VeraBank N.A.6,363$1,051 12/31/2023
     IWD6,363$1,051 12/31/2023
Patten Group Inc.5,827$1,044 03/31/2024
     IWD5,827$1,044 03/31/2024
Soundmark Wealth Management LLC5,806$1,040 03/31/2024
     IWD5,806$1,040 03/31/2024
Wintrust Investments LLC6,275$1,037 12/31/2023
     IWD6,275$1,037 12/31/2023
Greenleaf Trust6,272$1,036 12/31/2023
     IWD6,272$1,036 12/31/2023
Fairhaven Wealth Management LLC6,267$1,036 12/31/2023
     IWD6,267$1,036 12/31/2023
Sendero Wealth Management LLC5,746$1,029 03/31/2024
     IWD5,746$1,029 03/31/2024
Tsfg LLC5,743$1,029 03/31/2024
     IWD5,743$1,029 03/31/2024
Fifth Third Securities Inc.5,685$1,018 03/31/2024
     IWD5,685$1,018 03/31/2024
Regis Management CO LLC5,685$1,018 03/31/2024
     IWD5,685$1,018 03/31/2024
Tranquility Partners LLC6,146$1,016 12/31/2023
     IWD6,146$1,016 12/31/2023
Cornerstone Wealth Management LLC5,669$1,015 03/31/2024
     IWD5,669$1,015 03/31/2024
Vawter Financial Ltd.6,138$1,014 12/31/2023
     IWD6,138$1,014 12/31/2023
MONECO Advisors LLC5,643$1,011 03/31/2024
     IWD5,643$1,011 03/31/2024
Baystate Wealth Management LLC6,116$1,011 12/31/2023
     IWD6,116$1,011 12/31/2023
First Financialcorp IN5,548$994 03/31/2024
     IWD5,548$994 03/31/2024
Chesley Taft & Associates LLC5,534$991 03/31/2024
     IWD5,534$991 03/31/2024
Flagship Harbor Advisors LLC5,498$985 03/31/2024
     IWD5,498$985 03/31/2024
Eagle Strategies LLC5,446$975 03/31/2024
     IWD5,446$975 03/31/2024
JFG Wealth Management LLC5,886$973 12/31/2023
     IWD5,886$973 12/31/2023
We Are One Seven LLC5,883$972 12/31/2023
     IWD5,883$972 12/31/2023
Connectus Wealth LLC5,881$972 12/31/2023
     IWD5,881$972 12/31/2023
Paragon Capital Management Ltd5,379$964 03/31/2024
     IWD5,379$964 03/31/2024
Middleton & Co Inc MA5,816$961 12/31/2023
     IWD5,816$961 12/31/2023
Encompass Wealth Advisors LLC5,816$961 12/31/2023
     IWD5,816$961 12/31/2023
James Investment Research Inc.5,809$960 12/31/2023
     IWD5,809$960 12/31/2023
Freestone Capital Holdings LLC5,729$947 12/31/2023
     IWD5,729$947 12/31/2023
Integrated Advisors Network LLC5,721$945 12/31/2023
     IWD5,721$945 12/31/2023
Global Strategic Investment Solutions LLC5,701$942 12/31/2023
     IWD5,701$942 12/31/2023
Levin Easterly Partners LLC5,688$940 12/31/2023
     IWD5,688$940 12/31/2023
Meridian Wealth Management LLC5,245$939 03/31/2024
     IWD5,245$939 03/31/2024
Financial Advocates Investment Management6,115$935 12/31/2023
     IWD6,115$935 12/31/2023
Wiley BROS. Aintree Capital LLC5,193$930 03/31/2024
     IWD5,193$930 03/31/2024
Financial Insights Inc.5,191$930 03/31/2024
     IWD5,191$930 03/31/2024
David Loasby5,634$927 12/31/2023
     IWD5,634$927 12/31/2023
First Foundation Advisors5,604$926 12/31/2023
     IWD5,604$926 12/31/2023
PFG Advisors5,599$925 12/31/2023
     IWD5,599$925 12/31/2023
Core Wealth Advisors Inc.5,599$925 12/31/2023
     IWD5,599$925 12/31/2023
Parisi Gray Wealth Management5,154$923 03/31/2024
     IWD5,154$923 03/31/2024
City Holding Co.5,131$919 03/31/2024
     IWD5,131$919 03/31/2024
First Bank & Trust5,133$919 03/31/2024
     IWD5,133$919 03/31/2024
Private Portfolio Partners LLC5,554$918 12/31/2023
     IWD5,554$918 12/31/2023
Advisors Capital Management LLC5,532$914 12/31/2023
     IWD5,532$914 12/31/2023
Sanibel Captiva Trust Company Inc.5,515$911 12/31/2023
     IWD5,515$911 12/31/2023
Financial Gravity Asset Management Inc.5,510$911 12/31/2023
     IWD5,510$911 12/31/2023
Pitcairn Co.5,486$907 12/31/2023
     IWD5,486$907 12/31/2023
CENTRAL TRUST Co5,056$906 03/31/2024
     IWD5,056$906 03/31/2024
Sharkey Howes & Javer5,044$903 03/31/2024
     IWD5,044$903 03/31/2024
Coastal Bridge Advisors LLC5,438$899 12/31/2023
     IWD5,438$899 12/31/2023
Capital Asset Advisory Services LLC5,077$897 03/31/2024
     IWD5,077$897 03/31/2024
Hoese & Co LLP5,224$895 03/31/2024
     IWD5,224$895 03/31/2024
Lowe Brockenbrough & Co. Inc.5,363$886 12/31/2023
     IWD5,363$886 12/31/2023
Staley Capital Advisers Inc.5,358$885 12/31/2023
     IWD5,358$885 12/31/2023
Atlantic Union Bankshares Corp4,913$880 03/31/2024
     IWD4,913$880 03/31/2024
Veracity Capital LLC4,895$877 03/31/2024
     IWD4,895$877 03/31/2024
South State CORP.5,255$868 12/31/2023
     IWD5,255$868 12/31/2023
Campion Asset Management LLC5,247$867 12/31/2023
     IWD5,247$867 12/31/2023
Regent Peak Wealth Advisors LLC5,226$864 12/31/2023
     IWD5,226$864 12/31/2023
Matrix Asset Advisors Inc. NY4,800$860 03/31/2024
     IWD4,800$860 03/31/2024
Bradley Foster & Sargent Inc. CT5,146$850 12/31/2023
     IWD5,146$850 12/31/2023
Keudell Morrison Wealth Management5,144$850 12/31/2023
     IWD5,144$850 12/31/2023
BHK Investment Advisors LLC5,131$848 12/31/2023
     IWD5,131$848 12/31/2023
Matthew Goff Investment Advisor LLC4,731$847 03/31/2024
     IWD4,731$847 03/31/2024
Welch & Forbes LLC5,115$845 12/31/2023
     IWD5,115$845 12/31/2023
Lakewood Asset Management LLC4,700$842 03/31/2024
     IWD4,700$842 03/31/2024
Legacy Trust4,695$841 03/31/2024
     IWD4,695$841 03/31/2024
Dakota Wealth Management4,671$837 03/31/2024
     IWD4,671$837 03/31/2024
Invenio Wealth Partners LLC5,056$836 12/31/2023
     IWD5,056$836 12/31/2023
Annex Advisory Services LLC4,664$835 03/31/2024
     IWD4,664$835 03/31/2024
Greenup Street Wealth Management LLC5,050$835 12/31/2023
     IWD5,050$835 12/31/2023
S&CO Inc.5,050$834 12/31/2023
     IWD5,050$834 12/31/2023
Regimen Wealth LLC5,041$833 12/31/2023
     IWD5,041$833 12/31/2023
Investment Advisory Group LLC5,001$826 12/31/2023
     IWD5,001$826 12/31/2023
Investmark Advisory Group LLC4,997$826 12/31/2023
     IWD4,997$826 12/31/2023
Cyndeo Wealth Partners LLC4,577$820 03/31/2024
     IWD4,577$820 03/31/2024
Live Oak Private Wealth LLC4,570$819 03/31/2024
     IWD4,570$819 03/31/2024
Beaumont Financial Advisors LLC4,953$819 12/31/2023
     IWD4,953$819 12/31/2023
Bailard Inc.4,934$815 12/31/2023
     IWD4,934$815 12/31/2023
CRA Financial Services LLC4,541$813 03/31/2024
     IWD4,541$813 03/31/2024
IFP Advisors Inc4,903$810 12/31/2023
     IWD4,903$810 12/31/2023
Bogart Wealth LLC4,505$807 03/31/2024
     IWD4,505$807 03/31/2024
Change Path LLC4,873$805 12/31/2023
     IWD4,873$805 12/31/2023
Miller Investment Management LP4,868$804 12/31/2023
     IWD4,868$804 12/31/2023
BlueChip Wealth Advisors LLC4,828$798 12/31/2023
     IWD4,828$798 12/31/2023
Courier Capital LLC4,452$797 03/31/2024
     IWD4,452$797 03/31/2024
Dana Investment Advisors Inc.4,825$797 12/31/2023
     IWD4,825$797 12/31/2023
Evergreen Advisors LLC4,818$796 12/31/2023
     IWD4,818$796 12/31/2023
American Investment Services Inc.4,810$795 12/31/2023
     IWD4,810$795 12/31/2023
Harbour Investments Inc.4,771$788 12/31/2023
     IWD4,771$788 12/31/2023
Vontobel Holding Ltd.4,764$787 12/31/2023
     IWD4,764$787 12/31/2023
SRS Capital Advisors Inc.4,731$782 12/31/2023
     IWD4,731$782 12/31/2023
Cutler Group LP $780 03/31/2024
     IWD3,200$573 03/31/2024
     Call9,300$207 03/31/2024
     Put1,000$0 03/31/2024
Willow Creek Wealth Management Inc.4,708$778 12/31/2023
     IWD4,708$778 12/31/2023
Continuum Advisory LLC4,687$775 12/31/2023
     IWD4,687$775 12/31/2023
Holistic Planning LLC4,678$773 12/31/2023
     IWD4,678$773 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,665$771 12/31/2023
     IWD4,665$771 12/31/2023
Nvest Financial LLC4,257$762 03/31/2024
     IWD4,257$762 03/31/2024
Lowery Thomas LLC4,597$760 12/31/2023
     IWD4,597$760 12/31/2023
Estate Counselors LLC4,585$758 12/31/2023
     IWD4,585$758 12/31/2023
Barnett & Company Inc.4,532$749 12/31/2023
     IWD4,532$749 12/31/2023
Renasant Bank4,510$745 12/31/2023
     IWD4,510$745 12/31/2023
Bedel Financial Consulting Inc.4,498$743 12/31/2023
     IWD4,498$743 12/31/2023
Walkner Condon Financial Advisors LLC4,124$739 03/31/2024
     IWD4,124$739 03/31/2024
First United Bank Trust4,417$730 12/31/2023
     IWD4,417$730 12/31/2023
Guidance Point Advisors LLC4,408$729 12/31/2023
     IWD4,408$729 12/31/2023
Ritholtz Wealth Management4,052$726 03/31/2024
     IWD4,052$726 03/31/2024
Capital Investment Advisory Services LLC4,041$724 03/31/2024
     IWD4,041$724 03/31/2024
Iams Wealth Management LLC4,242$724 03/31/2024
     IWD4,242$724 03/31/2024
Berger Financial Group Inc4,038$723 03/31/2024
     IWD4,038$723 03/31/2024
Moran Wealth Management LLC4,375$723 12/31/2023
     IWD4,375$723 12/31/2023
Golden Road Advisors LLC4,023$721 03/31/2024
     IWD4,023$721 03/31/2024
Brendel Financial Advisors LLC4,356$720 12/31/2023
     IWD4,356$720 12/31/2023
Emprise Bank4,002$717 03/31/2024
     IWD4,002$717 03/31/2024
Atomi Financial Group Inc.4,332$716 12/31/2023
     IWD4,332$716 12/31/2023
Palisade Asset Management LLC4,316$713 12/31/2023
     IWD4,316$713 12/31/2023
Woodmont Investment Counsel LLC3,959$709 03/31/2024
     IWD3,959$709 03/31/2024
Provence Wealth Management Group4,281$708 12/31/2023
     IWD4,281$708 12/31/2023
TFB Advisors LLC4,280$707 12/31/2023
     IWD4,280$707 12/31/2023
Mayflower Financial Advisors LLC4,262$704 12/31/2023
     IWD4,262$704 12/31/2023
Mason Investment Advisory Services Inc.4,256$703 12/31/2023
     IWD4,256$703 12/31/2023
Horan Securities Inc.4,235$700 12/31/2023
     IWD4,235$700 12/31/2023
TCG Advisory Services LLC4,231$699 12/31/2023
     IWD4,231$699 12/31/2023
Wellington Management Group LLP4,200$694 12/31/2023
     IWD4,200$694 12/31/2023
Alpha Financial Advisors LLC4,197$694 12/31/2023
     IWD4,197$694 12/31/2023
BancorpSouth Bank4,192$693 12/31/2023
     IWD4,192$693 12/31/2023
NCM Capital Management LLC4,193$693 12/31/2023
     IWD4,193$693 12/31/2023
MidWestOne Financial Group Inc.4,190$692 12/31/2023
     IWD4,190$692 12/31/2023
Atticus Wealth Management LLC3,856$691 03/31/2024
     IWD3,856$691 03/31/2024
Roble Belko & Company Inc3,850$690 03/31/2024
     IWD3,850$690 03/31/2024
MWA Asset Management4,170$689 12/31/2023
     IWD4,170$689 12/31/2023
Occidental Asset Management LLC3,839$688 03/31/2024
     IWD3,839$688 03/31/2024
Hoylecohen LLC4,160$687 12/31/2023
     IWD4,160$687 12/31/2023
BSW Wealth Partners3,820$684 03/31/2024
     IWD3,820$684 03/31/2024
Stanley Laman Group Ltd.3,800$681 03/31/2024
     IWD3,800$681 03/31/2024
Sunpointe LLC3,802$681 03/31/2024
     IWD3,802$681 03/31/2024
Hemington Wealth Management4,087$675 12/31/2023
     IWD4,087$675 12/31/2023
Merit Financial Group LLC4,052$670 12/31/2023
     IWD4,052$670 12/31/2023
Nvwm LLC4,042$668 12/31/2023
     IWD4,042$668 12/31/2023
Wrapmanager Inc.4,034$667 12/31/2023
     IWD4,034$667 12/31/2023
SSI Investment Management LLC4,020$664 12/31/2023
     IWD4,020$664 12/31/2023
Miracle Mile Advisors LLC3,694$662 03/31/2024
     IWD3,694$662 03/31/2024
Robinson Value Management Ltd.3,698$662 03/31/2024
     IWD3,698$662 03/31/2024
Betterment LLC4,008$662 12/31/2023
     IWD4,008$662 12/31/2023
Legacy Advisors LLC3,998$661 12/31/2023
     IWD3,998$661 12/31/2023
Options Solutions LLC4,000$661 12/31/2023
     IWD4,000$661 12/31/2023
Chapin Davis Inc.3,681$659 03/31/2024
     IWD3,681$659 03/31/2024
WMS Partners LLC3,981$658 12/31/2023
     IWD3,981$658 12/31/2023
Benchmark Financial Wealth Advisors LLC3,659$655 03/31/2024
     IWD3,659$655 03/31/2024
Janney Capital Management LLC3,947$652 12/31/2023
     IWD3,947$652 12/31/2023
Ballew Advisors Inc3,721$650 03/31/2024
     IWD3,721$650 03/31/2024
Archford Capital Strategies LLC3,610$647 03/31/2024
     IWD3,610$647 03/31/2024
LWS Wealth Advisors Inc.3,911$646 12/31/2023
     IWD3,911$646 12/31/2023
Charter Oak Capital Management LLC3,570$639 03/31/2024
     IWD3,570$639 03/31/2024
One Wealth Advisors LLC3,556$637 03/31/2024
     IWD3,556$637 03/31/2024
Vivaldi Capital Management LLC3,835$635 12/31/2023
     IWD3,835$635 12/31/2023
Empire Financial Management Company LLC3,838$634 12/31/2023
     IWD3,838$634 12/31/2023
Bourgeon Capital Management LLC3,528$632 03/31/2024
     IWD3,528$632 03/31/2024
Lutz Financial Services LLC3,825$632 12/31/2023
     IWD3,825$632 12/31/2023
Berkeley Capital Partners LLC3,817$631 12/31/2023
     IWD3,817$631 12/31/2023
Lunt Capital Management Inc.3,520$630 03/31/2024
     IWD3,520$630 03/31/2024
Hamilton Capital LLC3,779$624 12/31/2023
     IWD3,779$624 12/31/2023
Warner Financial Inc.3,462$620 03/31/2024
     IWD3,462$620 03/31/2024
Two Sigma Securities LLC3,740$618 12/31/2023
     IWD3,740$618 12/31/2023
Bordeaux Wealth Advisors LLC3,705$612 12/31/2023
     IWD3,705$612 12/31/2023
Main Street Financial Solutions LLC3,386$607 03/31/2024
     IWD3,386$607 03/31/2024
AFT Forsyth & Company Inc.3,665$606 12/31/2023
     IWD3,665$606 12/31/2023
DiMeo Schneider & Associates L.L.C.3,659$605 12/31/2023
     IWD3,659$605 12/31/2023
Paladin Advisory Group LLC3,664$605 12/31/2023
     IWD3,664$605 12/31/2023
Rodgers & Associates LTD3,641$602 12/31/2023
     IWD3,641$602 12/31/2023
Perennial Investment Advisors LLC3,638$601 12/31/2023
     IWD3,638$601 12/31/2023
Lake Street Financial LLC3,349$600 03/31/2024
     IWD3,349$600 03/31/2024
Manhattan West Asset Management LLC3,631$600 12/31/2023
     IWD3,631$600 12/31/2023
Cary Street Partners Asset Management LLC3,617$598 12/31/2023
     IWD3,617$598 12/31/2023
Leo Wealth LLC3,584$598 12/31/2023
     IWD3,584$598 12/31/2023
CM Wealth Advisors LLC3,614$597 12/31/2023
     IWD3,614$597 12/31/2023
Independence Bank of Kentucky3,327$596 03/31/2024
     IWD3,327$596 03/31/2024
Melfa Wealth Management LLC3,330$596 03/31/2024
     IWD3,330$596 03/31/2024
Leavell Investment Management Inc.3,323$595 03/31/2024
     IWD3,323$595 03/31/2024
Private Capital Management LLC3,322$595 03/31/2024
     IWD3,322$595 03/31/2024
Calamos Wealth Management LLC3,574$591 12/31/2023
     IWD3,574$591 12/31/2023
Pinnacle Wealth Management Advisory Group LLC3,576$591 12/31/2023
     IWD3,576$591 12/31/2023
Charles Schwab Trust Co3,293$590 03/31/2024
     IWD3,293$590 03/31/2024
Financial Guidance Group Inc.3,562$589 12/31/2023
     IWD3,562$589 12/31/2023
GYL Financial Synergies LLC3,553$587 12/31/2023
     IWD3,553$587 12/31/2023
Archer Investment Corp3,549$586 12/31/2023
     IWD3,549$586 12/31/2023
Obermeyer Wood Investment Counsel Lllp3,533$584 12/31/2023
     IWD3,533$584 12/31/2023
SILVER OAK SECURITIES Inc3,524$582 12/31/2023
     IWD3,524$582 12/31/2023
Ellis Investment Partners LLC3,235$579 03/31/2024
     IWD3,235$579 03/31/2024
Stonebrook Private Inc.3,496$578 12/31/2023
     IWD3,496$578 12/31/2023
Bristlecone Advisors LLC3,220$577 03/31/2024
     IWD3,220$577 03/31/2024
First National Trust Co3,211$575 03/31/2024
     IWD3,211$575 03/31/2024
Park Edge Advisors LLC3,211$575 03/31/2024
     IWD3,211$575 03/31/2024
Moloney Securities Asset Management LLC3,464$572 12/31/2023
     IWD3,464$572 12/31/2023
Watchman Group Inc.3,452$570 12/31/2023
     IWD3,452$570 12/31/2023
Auxano Advisors LLC3,442$569 12/31/2023
     IWD3,442$569 12/31/2023
TrueWealth Advisors LLC3,153$565 03/31/2024
     IWD3,153$565 03/31/2024
Towercrest Capital Management3,420$565 12/31/2023
     IWD3,420$565 12/31/2023
Everpar Advisors LLC3,148$564 03/31/2024
     IWD3,148$564 03/31/2024
Foundations Investment Advisors LLC3,377$564 12/31/2023
     IWD3,377$564 12/31/2023
Quadrant Private Wealth Management LLC3,393$561 12/31/2023
     IWD3,393$561 12/31/2023
Regal Investment Advisors LLC3,377$558 12/31/2023
     IWD3,377$558 12/31/2023
Householder Group Estate & Retirement Specialist LLC3,358$555 12/31/2023
     IWD3,358$555 12/31/2023
Elevated Capital Advisors LLC3,088$553 03/31/2024
     IWD3,088$553 03/31/2024
Rockbridge Investment Management LCC3,340$552 12/31/2023
     IWD3,340$552 12/31/2023
Waterfront Wealth Inc.3,334$551 12/31/2023
     IWD3,334$551 12/31/2023
DAVENPORT & Co LLC3,330$550 12/31/2023
     IWD3,330$550 12/31/2023
BOK Financial Private Wealth Inc.3,329$550 12/31/2023
     IWD3,329$550 12/31/2023
Wescott Financial Advisory Group LLC3,306$546 12/31/2023
     IWD3,306$546 12/31/2023
Operose Advisors LLC3,304$546 12/31/2023
     IWD3,304$546 12/31/2023
ST Germain D J Co. Inc.3,029$543 03/31/2024
     IWD3,029$543 03/31/2024
Vestmark Advisory Solutions Inc.3,277$542 12/31/2023
     IWD3,277$542 12/31/2023
Skyline Advisors Inc.3,013$540 03/31/2024
     IWD3,013$540 03/31/2024
Bayesian Capital Management LP3,262$539 12/31/2023
     IWD3,262$539 12/31/2023
Adirondack Trust Co.2,997$537 03/31/2024
     IWD2,997$537 03/31/2024
Schechter Investment Advisors LLC3,243$536 12/31/2023
     IWD3,243$536 12/31/2023
Evergreen Capital Management LLC3,223$533 12/31/2023
     IWD3,223$533 12/31/2023
Edgestream Partners L.P.3,223$533 12/31/2023
     IWD3,223$533 12/31/2023
Farmers Trust Co.2,970$532 03/31/2024
     IWD2,970$532 03/31/2024
Schnieders Capital Management LLC2,968$532 03/31/2024
     IWD2,968$532 03/31/2024
Oxler Private Wealth LLC2,960$530 03/31/2024
     IWD2,960$530 03/31/2024
Apollon Financial LLC3,209$530 12/31/2023
     IWD3,209$530 12/31/2023
Capital City Trust Co. FL3,201$529 12/31/2023
     IWD3,201$529 12/31/2023
Essex Savings Bank3,198$528 03/31/2024
     IWD3,198$528 03/31/2024
Capital Insight Partners LLC2,935$526 03/31/2024
     IWD2,935$526 03/31/2024
Cassady Schiller Wealth Management LLC3,182$526 12/31/2023
     IWD3,182$526 12/31/2023
Oak Harbor Wealth Partners LLC2,931$525 03/31/2024
     IWD2,931$525 03/31/2024
Forte Capital LLC ADV3,162$523 12/31/2023
     IWD3,162$523 12/31/2023
Sovereign Financial Group Inc.2,910$521 03/31/2024
     IWD2,910$521 03/31/2024
Cambridge Trust Co.3,146$520 12/31/2023
     IWD3,146$520 12/31/2023
Fisher Asset Management LLC3,139$519 12/31/2023
     IWD3,139$519 12/31/2023
Virtue Capital Management LLC3,149$518 12/31/2023
     IWD3,149$518 12/31/2023
Dechtman Wealth Management LLC2,884$517 03/31/2024
     IWD2,884$517 03/31/2024
Cornell Pochily Investment Advisors Inc.2,880$516 03/31/2024
     IWD2,880$516 03/31/2024
Wealth Alliance3,116$515 12/31/2023
     IWD3,116$515 12/31/2023
Mitchell Capital Management Co.3,081$509 12/31/2023
     IWD3,081$509 12/31/2023
Townsquare Capital LLC3,078$509 12/31/2023
     IWD3,078$509 12/31/2023
Empower Advisory Group LLC3,047$504 12/31/2023
     IWD3,047$504 12/31/2023
Phocas Financial Corp.2,796$501 03/31/2024
     IWD2,796$501 03/31/2024
Oversea Chinese Banking CORP Ltd3,180$501 12/31/2023
     IWD3,180$501 12/31/2023
Oliver Luxxe Assets LLC2,792$500 03/31/2024
     IWD2,792$500 03/31/2024
Crestwood Advisors Group LLC3,012$498 12/31/2023
     IWD3,012$498 12/31/2023
Coastal Investment Advisors Inc.2,768$496 03/31/2024
     IWD2,768$496 03/31/2024
Buckhead Capital Management LLC3,000$496 12/31/2023
     IWD3,000$496 12/31/2023
Mount Lucas Management LP2,995$495 12/31/2023
     IWD2,995$495 12/31/2023
Fort Sheridan Advisors LLC2,989$494 12/31/2023
     IWD2,989$494 12/31/2023
Citizens & Northern Corp2,967$490 12/31/2023
     IWD2,967$490 12/31/2023
Mirador Capital Partners LP2,719$487 03/31/2024
     IWD2,719$487 03/31/2024
Money Concepts Capital Corp2,950$487 12/31/2023
     IWD2,950$487 12/31/2023
PrairieView Partners LLC2,947$487 12/31/2023
     IWD2,947$487 12/31/2023
Alpha Cubed Investments LLC2,700$484 03/31/2024
     IWD2,700$484 03/31/2024
Exencial Wealth Advisors LLC2,928$484 12/31/2023
     IWD2,928$484 12/31/2023
Insigneo Advisory Services LLC2,923$483 12/31/2023
     IWD2,923$483 12/31/2023
Eight 31 Financial LLC2,919$482 12/31/2023
     IWD2,919$482 12/31/2023
Edgemoor Investment Advisors Inc.2,906$480 12/31/2023
     IWD2,906$480 12/31/2023
TBH Global Asset Management LLC2,904$480 12/31/2023
     IWD2,904$480 12/31/2023
GFG Capital LLC2,901$479 12/31/2023
     IWD2,901$479 12/31/2023
Trust Point Inc.2,659$476 03/31/2024
     IWD2,659$476 03/31/2024
Sand Hill Global Advisors LLC2,862$473 12/31/2023
     IWD2,862$473 12/31/2023
Plancorp LLC2,850$471 12/31/2023
     IWD2,850$471 12/31/2023
Talisman Wealth Advisors LLC2,852$471 12/31/2023
     IWD2,852$471 12/31/2023
WealthPLAN Partners LLC2,842$470 12/31/2023
     IWD2,842$470 12/31/2023
American Trust2,828$467 12/31/2023
     IWD2,828$467 12/31/2023
Massmutual Trust Co. FSB ADV2,581$462 03/31/2024
     IWD2,581$462 03/31/2024
Bremer Bank National Association2,576$461 03/31/2024
     IWD2,576$461 03/31/2024
JSF Financial LLC2,792$461 12/31/2023
     IWD2,792$461 12/31/2023
AAFCPAs Wealth Management LLC2,783$460 12/31/2023
     IWD2,783$460 12/31/2023
Fernwood Investment Management LLC2,773$458 12/31/2023
     IWD2,773$458 12/31/2023
Glassman Wealth Services2,773$458 12/31/2023
     IWD2,773$458 12/31/2023
Galvin Gaustad & Stein LLC2,529$453 03/31/2024
     IWD2,529$453 03/31/2024
Tritonpoint Wealth LLC2,653$453 03/31/2024
     IWD2,653$453 03/31/2024
Deroy & Devereaux Private Investment Counsel Inc.2,525$452 03/31/2024
     IWD2,525$452 03/31/2024
Ameritas Investment Partners Inc.2,730$451 12/31/2023
     IWD2,730$451 12/31/2023
Bromfield Sneider Wealth Advisors2,511$450 03/31/2024
     IWD2,511$450 03/31/2024
Acima Private Wealth LLC2,721$450 12/31/2023
     IWD2,721$450 12/31/2023
FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,500$448 03/31/2024
     IWD2,500$448 03/31/2024
Titleist Asset Management LLC2,688$444 12/31/2023
     IWD2,688$444 12/31/2023
YHB Investment Advisors Inc.2,471$443 03/31/2024
     IWD2,471$443 03/31/2024
Principal Securities Inc.2,683$443 12/31/2023
     IWD2,683$443 12/31/2023
Gratus Capital LLC2,683$443 12/31/2023
     IWD2,683$443 12/31/2023
Aire Advisors LLC2,680$443 12/31/2023
     IWD2,680$443 12/31/2023
Arden Trust Co2,467$442 03/31/2024
     IWD2,467$442 03/31/2024
Cypress Capital LLC2,655$439 12/31/2023
     IWD2,655$439 12/31/2023
Parsons Capital Management Inc. RI2,428$435 03/31/2024
     IWD2,428$435 03/31/2024
Red Door Wealth Management LLC2,430$435 03/31/2024
     IWD2,430$435 03/31/2024
Atalanta Sosnoff Capital LLC2,630$435 12/31/2023
     IWD2,630$435 12/31/2023
McNamara Financial Services Inc.2,424$434 03/31/2024
     IWD2,424$434 03/31/2024
Truepoint Inc.2,626$434 12/31/2023
     IWD2,626$434 12/31/2023
Orgel Wealth Management LLC2,420$433 03/31/2024
     IWD2,420$433 03/31/2024
Chicago Wealth Management Inc.2,621$433 12/31/2023
     IWD2,621$433 12/31/2023
Townsend Asset Management Corp NC ADV2,610$431 12/31/2023
     IWD2,610$431 12/31/2023
Spotlight Asset Group Inc.2,831$430 12/31/2023
     IWD2,831$430 12/31/2023
SC&H Financial Advisors Inc.2,602$430 12/31/2023
     IWD2,602$430 12/31/2023
Heartwood Wealth Advisors LLC2,388$428 03/31/2024
     IWD2,388$428 03/31/2024
Front Row Advisors LLC2,572$425 12/31/2023
     IWD2,572$425 12/31/2023
Insight Advisors LLC PA2,546$421 12/31/2023
     IWD2,546$421 12/31/2023
Salem Investment Counselors Inc.2,334$418 03/31/2024
     IWD2,334$418 03/31/2024
Harvest Fund Management Co. Ltd2,522$417 12/31/2023
     IWD2,522$417 12/31/2023
HT Partners LLC2,322$416 03/31/2024
     IWD2,322$416 03/31/2024
MEMBERS Trust Co2,322$416 03/31/2024
     IWD2,322$416 03/31/2024
Wolverine Trading LLC $415 12/31/2023
     Call7,400$1,223 12/31/2023
     Put6,200$1,025 12/31/2023
     IWD1,315$217 12/31/2023
Strategic Financial Concepts LLC2,310$414 03/31/2024
     IWD2,310$414 03/31/2024
Robinson Smith Wealth Advisors LLC2,309$414 03/31/2024
     IWD2,309$414 03/31/2024
WealthBridge Capital Management LLC2,507$414 12/31/2023
     IWD2,507$414 12/31/2023
Sage Mountain Advisors LLC2,303$412 03/31/2024
     IWD2,303$412 03/31/2024
Elk River Wealth Management LLC2,300$412 03/31/2024
     IWD2,300$412 03/31/2024
Spinnaker Trust2,479$410 12/31/2023
     IWD2,479$410 12/31/2023
Heritage Financial Services LLC2,473$409 12/31/2023
     IWD2,473$409 12/31/2023
Fusion Capital LLC2,468$408 12/31/2023
     IWD2,468$408 12/31/2023
Petredis Investment Advisors LLC2,268$406 03/31/2024
     IWD2,268$406 03/31/2024
Montis Financial LLC2,262$405 03/31/2024
     IWD2,262$405 03/31/2024
USAdvisors Wealth Management LLC2,428$401 12/31/2023
     IWD2,428$401 12/31/2023
American National Bank2,215$397 03/31/2024
     IWD2,215$397 03/31/2024
Clarity Financial LLC2,209$396 03/31/2024
     IWD2,209$396 03/31/2024
FourThought Financial Partners LLC2,397$396 12/31/2023
     IWD2,397$396 12/31/2023
Jentner Corp2,384$394 12/31/2023
     IWD2,384$394 12/31/2023
Global Trust Asset Management LLC2,196$393 03/31/2024
     IWD2,196$393 03/31/2024
Marino Stram & Associates LLC2,182$391 03/31/2024
     IWD2,182$391 03/31/2024
Perfromance Wealth Partners LLC2,368$391 12/31/2023
     IWD2,368$391 12/31/2023
Pasadena Private Wealth LLC2,177$390 03/31/2024
     IWD2,177$390 03/31/2024
Pettyjohn Wood & White Inc.2,360$390 12/31/2023
     IWD2,360$390 12/31/2023
First Citizens Asset Management Inc.2,362$390 12/31/2023
     IWD2,362$390 12/31/2023
Sigma Planning Corp2,351$389 12/31/2023
     IWD2,351$389 12/31/2023
Alliance Wealth Management Group2,353$389 12/31/2023
     IWD2,353$389 12/31/2023
Tortoise Investment Management LLC2,348$388 12/31/2023
     IWD2,348$388 12/31/2023
DiNuzzo Private Wealth Inc.2,346$388 12/31/2023
     IWD2,346$388 12/31/2023
Riverpoint Wealth Management Holdings LLC2,340$387 12/31/2023
     IWD2,340$387 12/31/2023
CWS Financial Advisors LLC2,334$386 12/31/2023
     IWD2,334$386 12/31/2023
LJI Wealth Management LLC2,330$385 12/31/2023
     IWD2,330$385 12/31/2023
Gibson Capital LLC2,146$384 03/31/2024
     IWD2,146$384 03/31/2024
Chevy Chase Trust Holdings Inc.2,324$384 12/31/2023
     IWD2,324$384 12/31/2023
Zhang Financial LLC2,138$383 03/31/2024
     IWD2,138$383 03/31/2024
Weatherly Asset Management L. P.2,128$381 03/31/2024
     IWD2,128$381 03/31/2024
Lake Street Advisors Group LLC2,308$381 12/31/2023
     IWD2,308$381 12/31/2023
Soltis Investment Advisors LLC2,293$379 12/31/2023
     IWD2,293$379 12/31/2023
Schoolcraft Capital LLC2,108$378 03/31/2024
     IWD2,108$378 03/31/2024
Pittenger & Anderson Inc.2,270$375 12/31/2023
     IWD2,270$375 12/31/2023
Stephenson & Company Inc.2,254$373 12/31/2023
     IWD2,254$373 12/31/2023
FinTrust Capital Advisors LLC2,250$372 12/31/2023
     IWD2,250$372 12/31/2023
Wedmont Private Capital2,082$369 03/31/2024
     IWD2,082$369 03/31/2024
Rockwood Wealth Management LLC2,060$369 03/31/2024
     IWD2,060$369 03/31/2024
Austin Asset Management Co Inc2,056$368 03/31/2024
     IWD2,056$368 03/31/2024
Capital Analysts LLC2,226$368 12/31/2023
     IWD2,226$368 12/31/2023
Nicholas Hoffman & Company LLC.2,051$367 03/31/2024
     IWD2,051$367 03/31/2024
Hollencrest Capital Management2,221$367 12/31/2023
     IWD2,221$367 12/31/2023
Klingman & Associates LLC2,218$367 12/31/2023
     IWD2,218$367 12/31/2023
Keebeck Wealth Management LLC2,213$366 12/31/2023
     IWD2,213$366 12/31/2023
Greenspring Advisors LLC2,040$365 03/31/2024
     IWD2,040$365 03/31/2024
AdvisorNet Financial Inc2,034$364 03/31/2024
     IWD2,034$364 03/31/2024
GW&K Investment Management LLC2,200$364 12/31/2023
     IWD2,200$364 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC2,204$364 12/31/2023
     IWD2,204$364 12/31/2023
Triangle Securities Wealth Management2,029$363 03/31/2024
     IWD2,029$363 03/31/2024
Hazlett Burt & Watson Inc.2,182$362 12/31/2023
     IWD2,182$362 12/31/2023
Bartlett & Co. LLC2,185$362 12/31/2023
     IWD2,185$362 12/31/2023
Washington Trust Advisors Inc.2,191$362 12/31/2023
     IWD2,191$362 12/31/2023
Bartlett & CO. Wealth Management LLC2,185$362 12/31/2023
     IWD2,185$362 12/31/2023
MCF Advisors LLC2,015$361 03/31/2024
     IWD2,015$361 03/31/2024
Institute for Wealth Management LLC.2,186$361 12/31/2023
     IWD2,186$361 12/31/2023
RKL Wealth Management LLC2,186$361 12/31/2023
     IWD2,186$361 12/31/2023
Smith Salley & Associates2,176$360 12/31/2023
     IWD2,176$360 12/31/2023
Curran Financial Partners LLC2,186$359 12/31/2023
     IWD2,186$359 12/31/2023
Abner Herrman & Brock LLC2,000$358 03/31/2024
     IWD2,000$358 03/31/2024
Canal Capital Management LLC2,000$358 03/31/2024
     IWD2,000$358 03/31/2024
DB Fitzpatrick & Co Inc1,997$358 03/31/2024
     IWD1,997$358 03/31/2024
Safeguard Financial LLC1,982$355 03/31/2024
     IWD1,982$355 03/31/2024
Coastwise Capital Group LLC2,150$355 12/31/2023
     IWD2,150$355 12/31/2023
Wells Trecaso Financial Group LLC1,971$353 03/31/2024
     IWD1,971$353 03/31/2024
Gray Private Wealth LLC1,970$353 03/31/2024
     IWD1,970$353 03/31/2024
McClarren Financial Advisors Inc.2,137$353 12/31/2023
     IWD2,137$353 12/31/2023
FineMark National Bank & Trust2,124$351 12/31/2023
     IWD2,124$351 12/31/2023
Farther Finance Advisors LLC2,116$350 12/31/2023
     IWD2,116$350 12/31/2023
Meridian Wealth Advisors LLC2,114$349 12/31/2023
     IWD2,114$349 12/31/2023
Private Wealth Strategies L.L.C.2,114$349 12/31/2023
     IWD2,114$349 12/31/2023
Oder Investment Management LLC2,108$348 12/31/2023
     IWD2,108$348 12/31/2023
Rockland Trust Co.1,940$347 03/31/2024
     IWD1,940$347 03/31/2024
Inspirion Wealth Advisors LLC1,936$347 03/31/2024
     IWD1,936$347 03/31/2024
Cornerstone Wealth Group LLC1,936$347 03/31/2024
     IWD1,936$347 03/31/2024
BKM Wealth Management LLC1,930$346 03/31/2024
     IWD1,930$346 03/31/2024
Forum Private Client Group LLC2,093$346 12/31/2023
     IWD2,093$346 12/31/2023
Philip James Wealth Mangement LLC2,096$346 12/31/2023
     IWD2,096$346 12/31/2023
Mcdonald Partners LLC1,926$345 03/31/2024
     IWD1,926$345 03/31/2024
Armstrong Advisory Group Inc.2,090$345 03/31/2024
     IWD2,090$345 03/31/2024
Aptus Capital Advisors LLC2,087$345 12/31/2023
     IWD2,087$345 12/31/2023
Belpointe Asset Management LLC2,088$345 12/31/2023
     IWD2,088$345 12/31/2023
Phoenix Wealth Advisors1,920$344 03/31/2024
     IWD1,920$344 03/31/2024
Sicart Associates LLC2,082$344 12/31/2023
     IWD2,082$344 12/31/2023
Willner & Heller LLC2,081$344 12/31/2023
     IWD2,081$344 12/31/2023
Guardian Wealth Advisors LLC NC2,081$343 12/31/2023
     IWD2,081$343 12/31/2023
IFG Advisors LLC1,911$342 03/31/2024
     IWD1,911$342 03/31/2024
Arbor Wealth Advisors LLC1,910$342 03/31/2024
     IWD1,910$342 03/31/2024
Charles Schwab Investment Advisory Inc.2,072$342 12/31/2023
     IWD2,072$342 12/31/2023
Delta Financial Group Inc.2,058$340 12/31/2023
     IWD2,058$340 12/31/2023
Lakeview Capital Partners LLC2,050$339 12/31/2023
     IWD2,050$339 12/31/2023
Franklin Parlapiano Turner & Welch LLC2,053$339 12/31/2023
     IWD2,053$339 12/31/2023
Pinnacle Bank1,888$338 03/31/2024
     IWD1,888$338 03/31/2024
Good Life Advisors LLC2,045$338 12/31/2023
     IWD2,045$338 12/31/2023
Planning Capital Management Corp1,879$337 03/31/2024
     IWD1,879$337 03/31/2024
WASHINGTON TRUST Co1,872$335 03/31/2024
     IWD1,872$335 03/31/2024
True Link Financial Advisors LLC1,873$335 03/31/2024
     IWD1,873$335 03/31/2024
Cedar Brook Financial Partners LLC1,861$333 03/31/2024
     IWD1,861$333 03/31/2024
Root Financial Partners LLC1,860$333 03/31/2024
     IWD1,860$333 03/31/2024
Jaffetilchin Investment Partners LLC2,016$333 12/31/2023
     IWD2,016$333 12/31/2023
LM Advisors LLC2,015$333 12/31/2023
     IWD2,015$333 12/31/2023
Kowal Investment Group LLC1,851$332 03/31/2024
     IWD1,851$332 03/31/2024
Green Harvest Asset Management LLC2,012$332 12/31/2023
     IWD2,012$332 12/31/2023
DGS Capital Management LLC1,847$331 03/31/2024
     IWD1,847$331 03/31/2024
Matisse Capital2,001$331 12/31/2023
     IWD2,001$331 12/31/2023
LaFleur & Godfrey LLC1,842$330 03/31/2024
     IWD1,842$330 03/31/2024
MBL Wealth LLC1,844$330 03/31/2024
     IWD1,844$330 03/31/2024
Schroder Investment Management Group1,980$327 12/31/2023
     IWD1,980$327 12/31/2023
Highview Capital Management LLC DE 1,820$326 03/31/2024
     IWD1,820$326 03/31/2024
Strategies Wealth Advisors LLC1,821$326 03/31/2024
     IWD1,821$326 03/31/2024
Advisor OS LLC1,974$326 12/31/2023
     IWD1,974$326 12/31/2023
Hamilton Point Investment Advisors LLC1,965$325 12/31/2023
     IWD1,965$325 12/31/2023
PBMares Wealth Management LLC1,963$324 12/31/2023
     IWD1,963$324 12/31/2023
ICA Group Wealth Management LLC1,950$322 12/31/2023
     IWD1,950$322 12/31/2023
Blue Bell Private Wealth Management LLC1,792$321 03/31/2024
     IWD1,792$321 03/31/2024
Wealth Management Partners LLC1,788$320 03/31/2024
     IWD1,788$320 03/31/2024
First National Bank of Omaha1,925$318 12/31/2023
     IWD1,925$318 12/31/2023
Kovitz Investment Group Partners LLC1,926$318 12/31/2023
     IWD1,926$318 12/31/2023
Transcend Wealth Collective LLC1,927$318 12/31/2023
     IWD1,927$318 12/31/2023
Benjamin F. Edwards & Company Inc.1,918$317 12/31/2023
     IWD1,918$317 12/31/2023
Cozad Asset Management Inc.1,910$316 12/31/2023
     IWD1,910$316 12/31/2023
Grey Street Capital LLC1,912$316 12/31/2023
     IWD1,912$316 12/31/2023
Altus Wealth Management LLC1,761$315 03/31/2024
     IWD1,761$315 03/31/2024
Integris Wealth Management LLC1,900$314 12/31/2023
     IWD1,900$314 12/31/2023
Gallacher Capital Management LLC1,885$311 12/31/2023
     IWD1,885$311 12/31/2023
Fifth Third Wealth Advisors LLC1,729$310 03/31/2024
     IWD1,729$310 03/31/2024
FCG Investment Co1,725$309 03/31/2024
     IWD1,725$309 03/31/2024
Ironwood Investment Management LLC1,867$309 12/31/2023
     IWD1,867$309 12/31/2023
Noesis Capital Mangement Corp1,869$309 12/31/2023
     IWD1,869$309 12/31/2023
ShoreHaven Wealth Partners LLC1,872$309 12/31/2023
     IWD1,872$309 12/31/2023
Allen Mooney & Barnes Investment Advisors LLC1,748$305 03/31/2024
     IWD1,748$305 03/31/2024
PACK Private Wealth LLC1,842$304 12/31/2023
     IWD1,842$304 12/31/2023
Ritter Daniher Financial Advisory LLC DE1,842$304 12/31/2023
     IWD1,842$304 12/31/2023
Mechanics Bank Trust Department1,685$302 03/31/2024
     IWD1,685$302 03/31/2024
Stone Point Wealth LLC1,827$302 12/31/2023
     IWD1,827$302 12/31/2023
SageView Advisory Group LLC1,805$302 12/31/2023
     IWD1,805$302 12/31/2023
JNBA Financial Advisors1,681$301 03/31/2024
     IWD1,681$301 03/31/2024
First PREMIER Bank1,680$301 03/31/2024
     IWD1,680$301 03/31/2024
Davis R M Inc.1,816$300 12/31/2023
     IWD1,816$300 12/31/2023
CIBC World Markets Inc.1,804$298 12/31/2023
     IWD1,804$298 12/31/2023
Moss Adams Wealth Advisors LLC1,804$298 12/31/2023
     IWD1,804$298 12/31/2023
Aspire Private Capital LLC1,660$297 03/31/2024
     IWD1,660$297 03/31/2024
Fortitude Advisory Group L.L.C.1,797$297 12/31/2023
     IWD1,797$297 12/31/2023
Doliver Advisors LP1,650$296 03/31/2024
     IWD1,650$296 03/31/2024
Tanager Wealth Management LLP1,791$296 12/31/2023
     IWD1,791$296 12/31/2023
S.E.E.D. Planning Group LLC1,649$295 03/31/2024
     IWD1,649$295 03/31/2024
SeaCrest Wealth Management LLC1,644$294 03/31/2024
     IWD1,644$294 03/31/2024
Proequities Inc.1,776$294 12/31/2023
     IWD1,776$294 12/31/2023
Evoke Wealth LLC1,777$294 12/31/2023
     IWD1,777$294 12/31/2023
Columbia Trust Co 010120161,778$294 12/31/2023
     IWD1,778$294 12/31/2023
Total Wealth Planning LLC1,635$293 03/31/2024
     IWD1,635$293 03/31/2024
First Commonwealth Financial Corp PA 1,772$293 12/31/2023
     IWD1,772$293 12/31/2023
Rice Partnership LLC1,771$293 12/31/2023
     IWD1,771$293 12/31/2023
AFS Financial Group LLC1,774$293 12/31/2023
     IWD1,774$293 12/31/2023
Fountainhead AM LLC1,769$292 12/31/2023
     IWD1,769$292 12/31/2023
Madison Wealth Partners Inc1,765$292 12/31/2023
     IWD1,765$292 12/31/2023
Sonora Investment Management Group LLC1,767$292 12/31/2023
     IWD1,767$292 12/31/2023
KCM Investment Advisors LLC1,759$291 12/31/2023
     IWD1,759$291 12/31/2023
Journey Advisory Group LLC1,761$291 12/31/2023
     IWD1,761$291 12/31/2023
Principle Wealth Partners LLC1,620$290 03/31/2024
     IWD1,620$290 03/31/2024
Echo Wealth Management LLC1,619$290 03/31/2024
     IWD1,619$290 03/31/2024
Trust Co1,611$289 03/31/2024
     IWD1,611$289 03/31/2024
Fairway Wealth LLC1,745$288 12/31/2023
     IWD1,745$288 12/31/2023
Wealth Architects LLC1,740$287 12/31/2023
     IWD1,740$287 12/31/2023
M&R Capital Management Inc.1,596$286 03/31/2024
     IWD1,596$286 03/31/2024
Advisor Resource Council1,694$286 03/31/2024
     IWD1,694$286 03/31/2024
Frank Rimerman Advisors LLC1,728$286 12/31/2023
     IWD1,728$286 12/31/2023
JT Stratford LLC1,726$285 12/31/2023
     IWD1,726$285 12/31/2023
Berkshire Bank1,586$284 03/31/2024
     IWD1,586$284 03/31/2024
Rathbone Brothers plc1,712$283 12/31/2023
     IWD1,712$283 12/31/2023
Secure Asset Management LLC1,712$283 12/31/2023
     IWD1,712$283 12/31/2023
Stockman Wealth Management Inc.1,575$282 03/31/2024
     IWD1,575$282 03/31/2024
Rainey & Randall Investment Management Inc.1,574$282 03/31/2024
     IWD1,574$282 03/31/2024
Jamison Private Wealth Management Inc.1,573$282 03/31/2024
     IWD1,573$282 03/31/2024
ORG Partners LLC1,704$282 12/31/2023
     IWD1,704$282 12/31/2023
Moors & Cabot Inc.1,703$281 12/31/2023
     IWD1,703$281 12/31/2023
Hourglass Capital LLC1,560$279 03/31/2024
     IWD1,560$279 03/31/2024
Steel Peak Wealth Management LLC1,558$279 03/31/2024
     IWD1,558$279 03/31/2024
Sunbelt Securities Inc.1,554$278 03/31/2024
     IWD1,554$278 03/31/2024
One Day In July LLC1,554$278 03/31/2024
     IWD1,554$278 03/31/2024
BCGM Wealth Management LLC1,683$278 12/31/2023
     IWD1,683$278 12/31/2023
EWA LLC1,656$276 12/31/2023
     IWD1,656$276 12/31/2023
Epic Trust Investment Advisors LLC1,528$274 03/31/2024
     IWD1,528$274 03/31/2024
Braun Stacey Associates Inc.1,653$273 12/31/2023
     IWD1,653$273 12/31/2023
MY Purposeful Wealth CORP.1,653$273 12/31/2023
     IWD1,653$273 12/31/2023
Transform Wealth LLC1,515$271 03/31/2024
     IWD1,515$271 03/31/2024
Oak Family Advisors LLC1,511$271 03/31/2024
     IWD1,511$271 03/31/2024
Fort Washington Investment Advisors Inc. OH1,631$270 03/31/2024
     IWD1,631$270 03/31/2024
Legacy Wealth Management Inc1,504$269 03/31/2024
     IWD1,504$269 03/31/2024
King Wealth1,626$269 12/31/2023
     IWD1,626$269 12/31/2023
Merriman Wealth Management LLC1,628$269 12/31/2023
     IWD1,628$269 12/31/2023
Inscription Capital LLC1,512$268 03/31/2024
     IWD1,512$268 03/31/2024
Alliance Wealth Advisors LLC1,495$268 03/31/2024
     IWD1,495$268 03/31/2024
Ledyard National Bank1,613$267 12/31/2023
     IWD1,613$267 12/31/2023
Sabal Trust CO1,614$267 12/31/2023
     IWD1,614$267 12/31/2023
Baker Ellis Asset Management LLC1,487$266 03/31/2024
     IWD1,487$266 03/31/2024
Beacon Capital Management LLC1,753$266 12/31/2023
     IWD1,753$266 12/31/2023
Ridgecrest Wealth Partners LLC1,480$265 03/31/2024
     IWD1,480$265 03/31/2024
SYSTM Wealth Solutions LLC1,481$265 03/31/2024
     IWD1,481$265 03/31/2024
Beech Hill Advisors Inc.1,474$264 03/31/2024
     IWD1,474$264 03/31/2024
Greenhouse Wealth Management LLC1,466$263 03/31/2024
     IWD1,466$263 03/31/2024
Watershed Private Wealth LLC1,594$263 12/31/2023
     IWD1,594$263 12/31/2023
GSA Capital Partners LLP1,584$262 12/31/2023
     IWD1,584$262 12/31/2023
Bell Bank1,451$260 03/31/2024
     IWD1,451$260 03/31/2024
Avondale Wealth Management1,454$260 03/31/2024
     IWD1,454$260 03/31/2024
Beaird Harris Wealth Management LLC1,575$260 12/31/2023
     IWD1,575$260 12/31/2023
Gordian Advisors LLC1,446$259 03/31/2024
     IWD1,446$259 03/31/2024
Grandfield & Dodd LLC1,557$257 12/31/2023
     IWD1,557$257 12/31/2023
Manchester Financial Inc.1,429$256 03/31/2024
     IWD1,429$256 03/31/2024
PDS Planning Inc1,547$256 12/31/2023
     IWD1,547$256 12/31/2023
Sollinda Capital Management LLC1,423$255 03/31/2024
     IWD1,423$255 03/31/2024
Executive Wealth Management LLC1,545$255 12/31/2023
     IWD1,545$255 12/31/2023
Keb Asset Management LLC1,420$254 03/31/2024
     IWD1,420$254 03/31/2024
Summit Investment Advisory Services LLC1,416$254 03/31/2024
     IWD1,416$254 03/31/2024
GM Advisory Group Inc.1,536$254 12/31/2023
     IWD1,536$254 12/31/2023
Madrona Financial Services LLC1,413$253 03/31/2024
     IWD1,413$253 03/31/2024
Poehling Capital Management LLC1,534$253 12/31/2023
     IWD1,534$253 12/31/2023
Pacifica Partners Inc.1,435$252 03/31/2024
     IWD1,435$252 03/31/2024
BCS Wealth Management1,401$251 03/31/2024
     IWD1,401$251 03/31/2024
MorganRosel Wealth Management LLC1,398$250 03/31/2024
     IWD1,398$250 03/31/2024
Private Wealth Partners LLC1,509$249 12/31/2023
     IWD1,509$249 12/31/2023
Power Wealth Management LLC1,505$249 12/31/2023
     IWD1,505$249 12/31/2023
Vise Technologies Inc.1,495$247 12/31/2023
     IWD1,495$247 12/31/2023
NBT Bank N A NY1,375$246 03/31/2024
     IWD1,375$246 03/31/2024
Horst & Graben Wealth Management LLC1,374$246 03/31/2024
     IWD1,374$246 03/31/2024
Northstar Asset Management Inc.1,480$245 12/31/2023
     IWD1,480$245 12/31/2023
McIlrath & Eck LLC1,481$245 12/31/2023
     IWD1,481$245 12/31/2023
Greatmark Investment Partners Inc.1,477$244 12/31/2023
     IWD1,477$244 12/31/2023
BCJ Capital Management LLC1,477$244 12/31/2023
     IWD1,477$244 12/31/2023
Platform Technology Partners1,451$244 12/31/2023
     IWD1,451$244 12/31/2023
Benchmark Investment Advisors LLC1,477$244 12/31/2023
     IWD1,477$244 12/31/2023
Catalytic Wealth RIA LLC1,477$244 12/31/2023
     IWD1,477$244 12/31/2023
Jackson Grant Investment Advisers Inc.1,473$243 12/31/2023
     IWD1,473$243 12/31/2023
Elm Partners Management LLC1,472$243 12/31/2023
     IWD1,472$243 12/31/2023
Northwest Quadrant Wealth Management LLC1,351$242 03/31/2024
     IWD1,351$242 03/31/2024
Vaughan David Investments LLC IL1,467$242 12/31/2023
     IWD1,467$242 12/31/2023
180 Wealth Advisors LLC1,348$241 03/31/2024
     IWD1,348$241 03/31/2024
Morgan Dempsey Capital Management LLC1,457$241 12/31/2023
     IWD1,457$241 12/31/2023
O Dell Group LLC1,455$240 12/31/2023
     IWD1,455$240 12/31/2023
Bank of Hawaii1,447$239 12/31/2023
     IWD1,447$239 12/31/2023
Cornerstone Management Inc.1,446$239 12/31/2023
     IWD1,446$239 12/31/2023
Monument Capital Management1,331$238 03/31/2024
     IWD1,331$238 03/31/2024
Bridgeworth LLC1,439$238 12/31/2023
     IWD1,439$238 12/31/2023
Columbia Asset Management1,435$237 12/31/2023
     IWD1,435$237 12/31/2023
StrategIQ Financial Group LLC1,433$237 12/31/2023
     IWD1,433$237 12/31/2023
S&T Bank1,430$236 12/31/2023
     IWD1,430$236 12/31/2023
Csenge Advisory Group1,422$235 12/31/2023
     IWD1,422$235 12/31/2023
Meeder Advisory Services Inc.1,423$235 12/31/2023
     IWD1,423$235 12/31/2023
Roberts Glore & Co. Inc. IL1,417$234 12/31/2023
     IWD1,417$234 12/31/2023
Fiera Capital Corp1,413$233 12/31/2023
     IWD1,413$233 12/31/2023
FFT Wealth Management LLC1,398$231 12/31/2023
     IWD1,398$231 12/31/2023
Motco1,392$230 12/31/2023
     IWD1,392$230 12/31/2023
S.A. Mason LLC1,277$229 03/31/2024
     IWD1,277$229 03/31/2024
Strategic Family Wealth Counselors L.L.C.1,383$229 12/31/2023
     IWD1,383$229 12/31/2023
9258 Wealth Management LLC1,387$229 12/31/2023
     IWD1,387$229 12/31/2023
CoreCap Advisors LLC1,373$227 12/31/2023
     IWD1,373$227 12/31/2023
Independent Advisor Alliance1,366$226 12/31/2023
     IWD1,366$226 12/31/2023
Lakeridge Wealth Management LLC1,362$225 12/31/2023
     IWD1,362$225 12/31/2023
Steele Capital Management Inc.1,247$223 03/31/2024
     IWD1,247$223 03/31/2024
Wetherby Asset Management Inc.1,351$223 12/31/2023
     IWD1,351$223 12/31/2023
Community Financial Services Group LLC1,239$222 03/31/2024
     IWD1,239$222 03/31/2024
Eudaimonia Advisors LLC1,240$222 03/31/2024
     IWD1,240$222 03/31/2024
Patten & Patten Inc. TN1,341$222 12/31/2023
     IWD1,341$222 12/31/2023
Abbrea Capital LLC1,345$222 12/31/2023
     IWD1,345$222 12/31/2023
Atwood & Palmer Inc.1,234$221 03/31/2024
     IWD1,234$221 03/31/2024
NovaPoint Capital LLC1,236$221 03/31/2024
     IWD1,236$221 03/31/2024
HM Payson & Co.1,329$220 12/31/2023
     IWD1,329$220 12/31/2023
WealthTrust Axiom LLC1,333$220 12/31/2023
     IWD1,333$220 12/31/2023
Harmony Asset Management LLC1,332$220 12/31/2023
     IWD1,332$220 12/31/2023
Rappaport Reiches Capital Management LLC1,220$219 03/31/2024
     IWD1,220$219 03/31/2024
Pin Oak Investment Advisors Inc.1,324$219 12/31/2023
     IWD1,324$219 12/31/2023
Liberty Wealth Management LLC1,322$219 12/31/2023
     IWD1,322$219 12/31/2023
LongView Wealth Management1,216$218 03/31/2024
     IWD1,216$218 03/31/2024
Lakeshore Financial Planning Inc.1,318$218 12/31/2023
     IWD1,318$218 12/31/2023
Northwest Wealth Management LLC1,316$217 12/31/2023
     IWD1,316$217 12/31/2023
Lokken Investment Group LLC1,314$217 12/31/2023
     IWD1,314$217 12/31/2023
Matrix Private Capital Group LLC1,313$217 12/31/2023
     IWD1,313$217 12/31/2023
Dfpg Investments LLC1,315$216 12/31/2023
     IWD1,315$216 12/31/2023
MTM Investment Management LLC1,201$215 03/31/2024
     IWD1,201$215 03/31/2024
Sharper & Granite LLC1,219$215 03/31/2024
     IWD1,219$215 03/31/2024
ARS Investment Partners LLC1,298$214 12/31/2023
     IWD1,298$214 12/31/2023
Texas Capital Bancshares Inc. TX1,292$214 12/31/2023
     IWD1,292$214 12/31/2023
Ratio Wealth Group1,289$213 12/31/2023
     IWD1,289$213 12/31/2023
WBH Advisory Inc.1,183$212 03/31/2024
     IWD1,183$212 03/31/2024
Richard P Slaughter Associates Inc1,181$212 03/31/2024
     IWD1,181$212 03/31/2024
Howard Wealth Management LLC1,285$212 12/31/2023
     IWD1,285$212 12/31/2023
Stonehearth Capital Management LLC1,179$211 03/31/2024
     IWD1,179$211 03/31/2024
Fulton Breakefield Broenniman LLC1,277$211 12/31/2023
     IWD1,277$211 12/31/2023
Brookmont Capital Management1,171$210 03/31/2024
     IWD1,171$210 03/31/2024
Selective Wealth Management Inc.1,200$210 03/31/2024
     IWD1,200$210 03/31/2024
Patriot Investment Management Inc.1,173$210 03/31/2024
     IWD1,173$210 03/31/2024
Ascent Group LLC1,246$209 12/31/2023
     IWD1,246$209 12/31/2023
Enterprise Bank & Trust Co1,164$208 03/31/2024
     IWD1,164$208 03/31/2024
High Net Worth Advisory Group LLC1,159$208 03/31/2024
     IWD1,159$208 03/31/2024
Orion Capital Management LLC1,258$208 12/31/2023
     IWD1,258$208 12/31/2023
Cassia Capital Partners LLC1,156$207 03/31/2024
     IWD1,156$207 03/31/2024
TrinityPoint Wealth LLC1,255$207 12/31/2023
     IWD1,255$207 12/31/2023
Addison Advisors LLC1,250$207 12/31/2023
     IWD1,250$207 12/31/2023
First Financial Bank Trust Division1,147$205 03/31/2024
     IWD1,147$205 03/31/2024
Northern Financial Advisors Inc1,234$204 12/31/2023
     IWD1,234$204 12/31/2023
First National Bank of Mount Dora Trust Investment Services1,128$202 03/31/2024
     IWD1,128$202 03/31/2024
BIP Wealth LLC1,223$202 12/31/2023
     IWD1,223$202 12/31/2023
REDW Wealth LLC1,223$202 12/31/2023
     IWD1,223$202 12/31/2023
Missouri Trust & Investment Co1,222$202 12/31/2023
     IWD1,222$202 12/31/2023
Evensky & Katz LLC1,116$200 03/31/2024
     IWD1,116$200 03/31/2024
Luken Investment Analytics LLC1,047$188 03/31/2024
     IWD1,047$188 03/31/2024
Atlas Capital Advisors LLC1,025$184 03/31/2024
     IWD1,025$184 03/31/2024
City State Bank1,018$182 03/31/2024
     IWD1,018$182 03/31/2024
Greenwood Gearhart Inc.1,100$182 12/31/2023
     IWD1,100$182 12/31/2023
Founders Capital Management984$176 03/31/2024
     IWD984$176 03/31/2024
Voisard Asset Management Group Inc.985$176 03/31/2024
     IWD985$176 03/31/2024
Tyler Stone Wealth Management1,065$176 12/31/2023
     IWD1,065$176 12/31/2023
Sugarloaf Wealth Management LLC952$171 03/31/2024
     IWD952$171 03/31/2024
West Branch Capital LLC956$171 03/31/2024
     IWD956$171 03/31/2024
Western Pacific Wealth Management LP1,013$167 12/31/2023
     IWD1,013$167 12/31/2023
AlphaCore Capital LLC1,002$166 12/31/2023
     IWD1,002$166 12/31/2023
Crewe Advisors LLC994$164 12/31/2023
     IWD994$164 12/31/2023
TFC Financial Management983$162 12/31/2023
     IWD983$162 12/31/2023
Moisand Fitzgerald Tamayo LLC880$158 03/31/2024
     IWD880$158 03/31/2024
Vestor Capital LLC934$154 12/31/2023
     IWD934$154 12/31/2023
Investors Research Corp931$154 12/31/2023
     IWD931$154 12/31/2023
Creative Financial Designs Inc. ADV929$153 12/31/2023
     IWD929$153 12/31/2023
Bear Mountain Capital Inc.883$150 03/31/2024
     IWD883$150 03/31/2024
Gradient Investments LLC814$146 03/31/2024
     IWD814$146 03/31/2024
Northwest Capital Management Inc803$144 03/31/2024
     IWD803$144 03/31/2024
WealthCollab LLC863$143 12/31/2023
     IWD863$143 12/31/2023
Blue Chip Partners Inc.789$141 03/31/2024
     IWD789$141 03/31/2024
Register Financial Advisors LLC761$136 03/31/2024
     IWD761$136 03/31/2024
GPS Wealth Strategies Group LLC820$136 12/31/2023
     IWD820$136 12/31/2023
LGT Financial Advisors LLC810$134 12/31/2023
     IWD810$134 12/31/2023
First Personal Financial Services742$133 03/31/2024
     IWD742$133 03/31/2024
Hallmark Capital Management Inc.758$125 12/31/2023
     IWD758$125 12/31/2023
Pacific Capital Wealth Advisors Inc.755$125 12/31/2023
     IWD755$125 12/31/2023
Centaurus Financial Inc.735$121 12/31/2023
     IWD735$121 12/31/2023
Hills Bank & Trust Co725$120 12/31/2023
     IWD725$120 12/31/2023
Caldwell Sutter Capital Inc.644$115 03/31/2024
     IWD644$115 03/31/2024
Dunhill Financial LLC695$115 12/31/2023
     IWD695$115 12/31/2023
Element Wealth LLC688$114 12/31/2023
     IWD688$114 12/31/2023
McCarthy Grittinger Financial Group LLC618$111 03/31/2024
     IWD618$111 03/31/2024
Edmond DE Rothschild Holding S.A.674$111 12/31/2023
     IWD674$111 12/31/2023
Tidemark LLC640$106 12/31/2023
     IWD640$106 12/31/2023
TCTC Holdings LLC636$105 12/31/2023
     IWD636$105 12/31/2023
Annis Gardner Whiting Capital Advisors LLC638$105 12/31/2023
     IWD638$105 12/31/2023
First Pacific Financial573$103 03/31/2024
     IWD573$103 03/31/2024
West Paces Advisors Inc.568$102 03/31/2024
     IWD568$102 03/31/2024
Union Savings Bank610$101 12/31/2023
     IWD610$101 12/31/2023
Global Wealth Management Investment Advisory Inc.597$99 12/31/2023
     IWD597$99 12/31/2023
Wolff Wiese Magana LLC540$97 03/31/2024
     IWD540$97 03/31/2024
Windsor Advisory Group LLC586$97 12/31/2023
     IWD586$97 12/31/2023
Northwest Financial Advisors576$95 12/31/2023
     IWD576$95 12/31/2023
Abich Financial Wealth Management LLC577$95 12/31/2023
     IWD577$95 12/31/2023
Pineridge Advisors LLC568$94 12/31/2023
     IWD568$94 12/31/2023
Richard W. Paul & Associates LLC553$91 12/31/2023
     IWD553$91 12/31/2023
Baldwin Brothers Inc. MA500$90 03/31/2024
     IWD500$90 03/31/2024
Future Financial Wealth Managment LLC487$87 03/31/2024
     IWD487$87 03/31/2024
Smithfield Trust Co.515$86 12/31/2023
     IWD515$86 12/31/2023
Venturi Wealth Management LLC470$84 03/31/2024
     IWD470$84 03/31/2024
Mitchell Sinkler & Starr PA507$84 12/31/2023
     IWD507$84 12/31/2023
Clarkston Capital Partners LLC495$82 12/31/2023
     IWD495$82 12/31/2023
Trust Co. of Vermont482$80 12/31/2023
     IWD482$80 12/31/2023
Cherry Tree Wealth Management LLC482$80 12/31/2023
     IWD482$80 12/31/2023
Rosenberg Matthew Hamilton436$78 03/31/2024
     IWD436$78 03/31/2024
IAG Wealth Partners LLC419$75 03/31/2024
     IWD419$75 03/31/2024
TD Capital Management LLC454$75 12/31/2023
     IWD454$75 12/31/2023
Westside Investment Management Inc.400$72 03/31/2024
     IWD400$72 03/31/2024
Center for Financial Planning Inc.390$70 03/31/2024
     IWD390$70 03/31/2024
Salomon & Ludwin LLC459$70 12/31/2023
     IWD459$70 12/31/2023
Insight Financial Services383$69 03/31/2024
     IWD383$69 03/31/2024
First Command Advisory Services Inc.420$69 12/31/2023
     IWD420$69 12/31/2023
Activest Wealth Management379$68 03/31/2024
     IWD379$68 03/31/2024
Field & Main Bank407$67 12/31/2023
     IWD407$67 12/31/2023
Rocky Mountain Advisers LLC370$66 03/31/2024
     IWD370$66 03/31/2024
Prestige Wealth Management Group LLC361$65 03/31/2024
     IWD361$65 03/31/2024
Providence Capital Advisors LLC385$64 12/31/2023
     IWD385$64 12/31/2023
Scarborough Advisors LLC390$64 12/31/2023
     IWD390$64 12/31/2023
West Financial Advisors LLC351$63 03/31/2024
     IWD351$63 03/31/2024
CoreFirst Bank & Trust371$61 12/31/2023
     IWD371$61 12/31/2023
Mendota Financial Group LLC317$57 03/31/2024
     IWD317$57 03/31/2024
Sittner & Nelson LLC346$57 12/31/2023
     IWD346$57 12/31/2023
Frazier Financial Advisors LLC336$56 12/31/2023
     IWD336$56 12/31/2023
Smartleaf Asset Management LLC335$56 12/31/2023
     IWD335$56 12/31/2023
Financial Synergies Wealth Advisors Inc.307$55 03/31/2024
     IWD307$55 03/31/2024
Cornerstone Planning Group LLC334$55 12/31/2023
     IWD334$55 12/31/2023
Main Management LLC323$53 12/31/2023
     IWD323$53 12/31/2023
Caitlin John LLC323$53 12/31/2023
     IWD323$53 12/31/2023
Sound Income Strategies LLC291$52 03/31/2024
     IWD291$52 03/31/2024
Piscataqua Savings Bank290$52 03/31/2024
     IWD290$52 03/31/2024
CNB Bank305$50 12/31/2023
     IWD305$50 12/31/2023
Atlantic Private Wealth LLC301$50 12/31/2023
     IWD301$50 12/31/2023
Horizons Wealth Management289$48 03/31/2024
     IWD289$48 03/31/2024
OLD Second National Bank of Aurora284$47 12/31/2023
     IWD284$47 12/31/2023
Chilton Capital Management LLC284$47 12/31/2023
     IWD284$47 12/31/2023
DAGCO Inc.286$47 12/31/2023
     IWD286$47 12/31/2023
Dynamic Wealth Strategies LLC286$47 12/31/2023
     IWD286$47 12/31/2023
Valley National Advisers Inc.259$46 03/31/2024
     IWD259$46 03/31/2024
JJJ Advisors Inc.250$45 03/31/2024
     IWD250$45 03/31/2024
North Star Investment Management Corp.268$44 12/31/2023
     IWD268$44 12/31/2023
Rise Advisors LLC243$43 03/31/2024
     IWD243$43 03/31/2024
Balentine LLC261$43 12/31/2023
     IWD261$43 12/31/2023
TD Waterhouse Canada Inc.240$43 12/31/2023
     IWD240$43 12/31/2023
Northwest Investment Counselors LLC233$42 03/31/2024
     IWD233$42 03/31/2024
Federated Hermes Inc.255$42 12/31/2023
     IWD255$42 12/31/2023
Jackson Hole Capital Partners LLC247$41 12/31/2023
     IWD247$41 12/31/2023
Stephens Consulting LLC199$36 03/31/2024
     IWD199$36 03/31/2024
JDM Financial Group LLC212$35 12/31/2023
     IWD212$35 12/31/2023
Richardson Capital Management LLC184$33 03/31/2024
     IWD184$33 03/31/2024
Bfsg LLC186$33 03/31/2024
     IWD186$33 03/31/2024
Aberdeen Wealth Management LLC200$33 12/31/2023
     IWD200$33 12/31/2023
Peachtree Investment Partners LLC195$32 12/31/2023
     IWD195$32 12/31/2023
Partnership Wealth Management LLC170$31 03/31/2024
     IWD170$31 03/31/2024
HHM Wealth Advisors LLC189$31 12/31/2023
     IWD189$31 12/31/2023
Access Investment Management LLC180$30 12/31/2023
     IWD180$30 12/31/2023
CKW Financial Group162$29 03/31/2024
     IWD162$29 03/31/2024
Russell Investments Group Ltd.173$29 12/31/2023
     IWD173$29 12/31/2023
CarsonAllaria Wealth Management Ltd.177$29 12/31/2023
     IWD177$29 12/31/2023
Colonial Trust Advisors169$28 12/31/2023
     IWD169$28 12/31/2023
Studio Investment Management LLC172$28 12/31/2023
     IWD172$28 12/31/2023
Armor Investment Advisors LLC151$27 03/31/2024
     IWD151$27 03/31/2024
Bellevue Asset Management LLC150$27 03/31/2024
     IWD150$27 03/31/2024
Resources Management Corp CT ADV165$27 12/31/2023
     IWD165$27 12/31/2023
Bangor Savings Bank145$26 03/31/2024
     IWD145$26 03/31/2024
Delta Asset Management LLC TN160$26 12/31/2023
     IWD160$26 12/31/2023
Retirement Group LLC160$26 12/31/2023
     IWD160$26 12/31/2023
Versant Capital Management Inc138$25 03/31/2024
     IWD138$25 03/31/2024
Family Asset Management LLC151$25 12/31/2023
     IWD151$25 12/31/2023
Avion Wealth144$24 12/31/2023
     IWD144$24 12/31/2023
Perkins Coie Trust Co125$22 03/31/2024
     IWD125$22 03/31/2024
Emfo LLC131$22 12/31/2023
     IWD131$22 12/31/2023
FSC Wealth Advisors LLC116$21 03/31/2024
     IWD116$21 03/31/2024
Live Oak Investment Partners125$21 12/31/2023
     IWD125$21 12/31/2023
Atlantic Edge Private Wealth Management LLC128$21 12/31/2023
     IWD128$21 12/31/2023
Tanaka Capital Management Inc.123$20 12/31/2023
     IWD123$20 12/31/2023
C M Bidwell & Associates Ltd.124$20 12/31/2023
     IWD124$20 12/31/2023
Syntax Research Inc.122$20 12/31/2023
     IWD122$20 12/31/2023
Morton Brown Family Wealth LLC108$19 03/31/2024
     IWD108$19 03/31/2024
Amundi112$19 12/31/2023
     IWD112$19 12/31/2023
Trifecta Capital Advisors LLC98$18 03/31/2024
     IWD98$18 03/31/2024
Financial Management Professionals Inc.96$17 03/31/2024
     IWD96$17 03/31/2024
Capital Investment Counsel Inc100$17 12/31/2023
     IWD100$17 12/31/2023
LifeSteps Financial Inc.89$16 03/31/2024
     IWD89$16 03/31/2024
Financial Perspectives Inc87$16 03/31/2024
     IWD87$16 03/31/2024
Concord Wealth Partners98$16 12/31/2023
     IWD98$16 12/31/2023
PSI Advisors LLC81$15 03/31/2024
     IWD81$15 03/31/2024
Global Wealth Strategies & Associates86$15 03/31/2024
     IWD86$15 03/31/2024
Benjamin Edwards Inc.91$15 12/31/2023
     IWD91$15 12/31/2023
Criterion Capital Advisors LLC71$13 03/31/2024
     IWD71$13 03/31/2024
SJS Investment Consulting Inc.71$13 03/31/2024
     IWD71$13 03/31/2024
Laurel Wealth Advisors LLC80$13 12/31/2023
     IWD80$13 12/31/2023
Davis Capital Management65$12 03/31/2024
     IWD65$12 03/31/2024
DHJJ Financial Advisors Ltd.65$12 03/31/2024
     IWD65$12 03/31/2024
Dividend Assets Capital LLC75$12 12/31/2023
     IWD75$12 12/31/2023
Evolution Advisers Inc.71$12 12/31/2023
     IWD71$12 12/31/2023
Perritt Capital Management Inc.63$11 12/31/2023
     IWD63$11 12/31/2023
Vermillion & White Wealth Management Group LLC65$11 12/31/2023
     IWD65$11 12/31/2023
Trivant Custom Portfolio Group LLC55$10 03/31/2024
     IWD55$10 03/31/2024
Ogorek Anthony Joseph NY ADV60$10 12/31/2023
     IWD60$10 12/31/2023
Howe & Rusling Inc.58$10 12/31/2023
     IWD58$10 12/31/2023
Integrity Financial Corp WA58$10 12/31/2023
     IWD58$10 12/31/2023
Hexagon Capital Partners LLC49$9 03/31/2024
     IWD49$9 03/31/2024
Macroview Investment Management LLC57$9 12/31/2023
     IWD57$9 12/31/2023
Rain Capital Management LLC50$8 12/31/2023
     IWD50$8 12/31/2023
Institutional & Family Asset Management LLC49$8 12/31/2023
     IWD49$8 12/31/2023
Your Advocates Ltd. LLP51$8 12/31/2023
     IWD51$8 12/31/2023
Long Island Wealth Management Inc.49$8 12/31/2023
     IWD49$8 12/31/2023
Lee Financial Co44$7 12/31/2023
     IWD44$7 12/31/2023
Tower View Investment Management & Research LLC42$7 12/31/2023
     IWD42$7 12/31/2023
First Community Trust NA36$6 03/31/2024
     IWD36$6 03/31/2024
Carmichael Hill & Associates Inc.36$6 03/31/2024
     IWD36$6 03/31/2024
Nemes Rush Group LLC39$6 12/31/2023
     IWD39$6 12/31/2023
Norwood Financial Corp30$5 03/31/2024
     IWD30$5 03/31/2024
Granite Investment Partners LLC29$5 12/31/2023
     IWD29$5 12/31/2023
NewSquare Capital LLC30$5 12/31/2023
     IWD30$5 12/31/2023
VitalStone Financial LLC32$5 12/31/2023
     IWD32$5 12/31/2023
Toth Financial Advisory Corp20$4 03/31/2024
     IWD20$4 03/31/2024
Iron Horse Wealth Management LLC23$4 03/31/2024
     IWD23$4 03/31/2024
Creative Capital Management Investments LLC20$4 03/31/2024
     IWD20$4 03/31/2024
Guardian Wealth Management Inc.27$4 12/31/2023
     IWD27$4 12/31/2023
Life Planning Partners Inc22$4 12/31/2023
     IWD22$4 12/31/2023
Provident Wealth Management LLC16$3 03/31/2024
     IWD16$3 03/31/2024
Tower Research Capital LLC TRC 17$3 12/31/2023
     IWD17$3 12/31/2023
AllSquare Wealth Management LLC20$3 12/31/2023
     IWD20$3 12/31/2023
Cape Investment Advisory Inc.17$3 12/31/2023
     IWD17$3 12/31/2023
Fairman Group LLC16$3 12/31/2023
     IWD16$3 12/31/2023
Koesten Hirschmann & Crabtree INC.14$2 12/31/2023
     IWD14$2 12/31/2023
Able Wealth Management LLC14$2 12/31/2023
     IWD14$2 12/31/2023
Annapolis Financial Services LLC6$1 03/31/2024
     IWD6$1 03/31/2024
Kozak & Associates Inc.4$1 12/31/2023
     IWD4$1 12/31/2023
Main Street Group LTD8$1 12/31/2023
     IWD8$1 12/31/2023
Newbridge Financial Services Group Inc.2$0 03/31/2024
     IWD2$0 03/31/2024
Transamerica Financial Advisors Inc.1$0 12/31/2023
     IWD1$0 12/31/2023
Semmax Financial Advisors Inc.0$0 12/31/2023
     IWD0$0 12/31/2023
OLD Mission Capital LLC $-7 12/31/2023
     Put446,400$7 12/31/2023
Walleye Trading LLC1,890$-184 12/31/2023
     Put3,000$496 12/31/2023
     IWD1,890$312 12/31/2023

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

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