Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Camelot Portfolios, LLC | 11,620 | $1,639 |
| SRS Capital Advisors, Inc. | 147,771 | $19,302 |
| CRAMER ROSENTHAL MCGLYNN LLC | 50,389 | $7,107 |
| Q3 Asset Management | 20,145 | $3 |
| INVESTED ADVISORS | 3,148 | $444 |
| Secure Asset Management, LLC | 12,884 | $1,817 |
| Risk Paradigm Group, LLC | 11,257 | $1,588 |
| One Wealth Advisors, LLC | 13,968 | $1,970 |
| Legacy Wealth Asset Management, LLC | 6,430 | $907 |
| Joel Adams & Associates, Inc. | 1,796 | $253 |
| W ADVISORS, LLC | 2,533 | $357 |
| Millington Financial Advisors, LLC | 2,500 | $380 |
| TME FINANCIAL, INC. | 1,768 | $249 |
| Collaborative Wealth Managment Inc. | 2,509 | $354 |
| Sterling Investment Counsel, LLC | 3,198 | $414 |
| BCS Wealth Management | 6,000 | $846 |
| DEAN INVESTMENT ASSOCIATES, LLC | 5,359 | $756 |
| Paladin Advisory Group, LLC | 1,067 | $151 |
| XY Planning Network, Inc. | 2,440 | $344 |
| Parvin Asset Management, LLC | 691 | $97 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kingdom Financial Group LLC. | 38,397 | 95,096 | +56,699 (+147.7%) |
| Pacific Life Fund Advisors LLC | 620,076 | 706,873 | +86,797 (+14.0%) |
| Corundum Group, Inc. | 52,101 | 67,887 | +15,786 (+30.3%) |
| HOWARD BAILEY SECURITIES, LLC | 62,957 | 66,054 | +3,097 (+4.9%) |
| LifeWealth Investments, LLC | 61,202 | 66,557 | +5,355 (+8.7%) |
| LPWM LLC | 225,308 | 231,561 | +6,253 (+2.8%) |
| FLP Wealth Management, LLC | 2,981 | 14,246 | +11,265 (+377.9%) |
| MONEY CONCEPTS CAPITAL CORP | 437,299 | 457,119 | +19,820 (+4.5%) |
| FIRST CITIZENS BANK & TRUST CO | 2,698,999 | 2,732,375 | +33,376 (+1.2%) |
| Heritage Wealth Advisors | 524,534 | 539,682 | +15,148 (+2.9%) |
| Processus Wealth & Capital Management, LLC | 44,696 | 45,957 | +1,261 (+2.8%) |
| LWM ADVISORS INC | 33,157 | 34,154 | +997 (+3.0%) |
| Aldebaran Capital, LLC | 39,304 | 40,177 | +873 (+2.2%) |
| ANCHOR CAPITAL ADVISORS LLC | 214,223 | 314,790 | +100,567 (+46.9%) |
| Cassaday & Co Wealth Management LLC | 992,566 | 1,005,128 | +12,562 (+1.3%) |
| Auour Investments LLC | 19,962 | 28,202 | +8,240 (+41.3%) |
| Widmann Financial Services, Inc. | 26,136 | 27,273 | +1,137 (+4.4%) |
| NUANCE INVESTMENTS, LLC | 40,300 | 60,199 | +19,899 (+49.4%) |
| Millstone Evans Group, LLC | 21,185 | 22,781 | +1,596 (+7.5%) |
| Rodgers & Associates, LTD | 171,753 | 174,382 | +2,629 (+1.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Covenant Partners, LLC | 154,758 | 191 | -154,567 (-99.9%) |
| One Capital Management, LLC | 257,943 | 89,833 | -168,110 (-65.2%) |
| May Barnhard Investments LLC | 39,767 | 37,179 | -2,588 (-6.5%) |
| SVB WEALTH LLC | 290,834 | 262,626 | -28,208 (-9.7%) |
| Moran Wealth Management, LLC | 170,086 | 1,980 | -168,106 (-98.8%) |
| Wescott Financial Advisory Group, LLC | 210,228 | 205,539 | -4,689 (-2.2%) |
| RENASANT BANK | 13,216 | 8,703 | -4,513 (-34.1%) |
| B.O.S.S. Retirement Advisors, LLC | 21,147 | 7,394 | -13,753 (-65.0%) |
| WEDGEWOOD INVESTORS INC /PA/ | 7,292 | 5,849 | -1,443 (-19.8%) |
| INSPIRION WEALTH ADVISORS, LLC | 60,463 | 53,989 | -6,474 (-10.7%) |
| COMMERCE BANK | 2,020,035 | 1,984,765 | -35,270 (-1.7%) |
| VANCE WEALTH, LLC | 25,720 | 23,971 | -1,749 (-6.8%) |
| Clarion Wealth Managment Partners, LLC | 9,322 | 8,903 | -419 (-4.5%) |
| JONES FINANCIAL COMPANIES LLLP | 10,047,475 | 9,708,345 | -339,130 (-3.4%) |
| AMG National Trust Bank | 330,633 | 319,361 | -11,272 (-3.4%) |
| STAR Financial Bank | 8,027 | 6,862 | -1,165 (-14.5%) |
| Hapanowicz & Associates Financial Services, Inc | 24,682 | 24,364 | -318 (-1.3%) |
| Accredited Investors Inc. | 60,628 | 49,704 | -10,924 (-18.0%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,427,479 | 3,371,310 | -56,169 (-1.6%) |
| VICTORY CAPITAL MANAGEMENT INC | 945,096 | 12,200 | -932,896 (-98.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Future Fund LLC | 27,975 | $3,907 |
| American National Bank of Texas | 9,621 | $1,344 |
| LGT Financial Advisors LLC | 3,382 | $472 |
| PACIFIC FINANCIAL GROUP INC | 2,328 | $325 |
| FSA Advisors, Inc. | 1,779 | $249 |
| PFG Private Wealth Management, LLC | 2,571 | $359 |
| TBH Global Asset Management, LLC | 4,357 | $609 |
| Altus Wealth Group LLC | 2,050 | $286 |
| Total Wealth Planning, LLC | 3,819 | $533 |
| BRIGHTON JONES LLC | 20,599 | $2,877 |
| First Citizens Financial Corp | 1,475 | $206 |
| My Personal CFO, LLC | 1,743 | $243 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 3,687 | $515 |
| VisionPoint Advisory Group, LLC | 2,607 | $364 |
| Koesten, Hirschmann & Crabtree, INC. | 1,108 | $155 |
| GSB Wealth Management, LLC | 1,934 | $270 |
| Tower Research Capital LLC (TRC) | 12,760 | $1,782 |
| TOWNSQUARE CAPITAL LLC | 2,213 | $309 |
| Eldridge Investment Advisors, Inc. | 1,735 | $242 |
| BURKE & HERBERT BANK & TRUST CO | 1,620 | $226 |