ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
TIAA TRUST, NATIONAL ASSOCIATION12,344,150$1,133,934
Envestnet Portfolio Solutions, Inc.6,332,301$581,685
FIRST CITIZENS BANK & TRUST CO5,983,534$549,647
ENVESTNET ASSET MANAGEMENT INC3,083,814$283,279
AE Wealth Management LLC1,081,107$99,311
Lido Advisors, LLC973,669$89,332
Clark Capital Management Group, Inc.722,045$66,327
LPL Financial LLC640,842$58,868
SVB WEALTH LLC508,406$46,702
BRYN MAWR TRUST Co505,899$46,472
First Citizens Asset Management, Inc.487,483$44,780
FIRST CITIZENS INVESTOR SERVICES, INC.442,953$40,690
AMERIPRISE FINANCIAL INC434,573$39,916
Align Financial, LLC428,343$428
Richard P Slaughter Associates Inc411,476$37,798
Brinker Capital Investments, LLC361,960$33,250
UBS Group AG341,122$31,335
JSF Financial, LLC274,344$25,201
Kingdom Financial Group LLC.273,745$25,146
Cetera Investment Advisers263,019$24,161
JPMORGAN CHASE & CO261,280$24,001
Bryn Mawr Capital Management, LLC257,834$23,685
MORGAN STANLEY252,202$23,167
Compton Wealth Advisory Group, LLC250,061$22,971
RTD Financial Advisors, Inc.242,363$22,263
BANK OF AMERICA CORP /DE/237,414$21,809
PRINCIPAL SECURITIES, INC.220,752$20,278
Waverly Advisors, LLC205,791$18,904
Sterling Capital Management LLC194,236$17,843
LifeWealth Investments, LLC193,770$17,800
HOWARD BAILEY SECURITIES, LLC191,245$17,568
NewEdge Advisors, LLC187,453$17,219
KESTRA PRIVATE WEALTH SERVICES, LLC181,839$16,704
TRUIST FINANCIAL CORP179,794$16,516
GOLDMAN SACHS GROUP INC164,473$15,108
Sanctuary Advisors, LLC148,901$13,678
Arkadios Wealth Advisors141,935$13,038
RAYMOND JAMES FINANCIAL INC136,000$12,493
Horst & Graben Wealth Management LLC132,912$12,215
WELLS FARGO & COMPANY/MN132,660$12,186
MML INVESTORS SERVICES, LLC132,439$12,166
OSAIC HOLDINGS, INC.113,899$10,463
ROYAL BANK OF CANADA110,130$10,117
Simplicity Wealth,LLC98,409$9,040
Cambridge Investment Research Advisors, Inc.84,138$8
One Capital Management, LLC79,573$7,310
Legacy Advisory Services, LLC67,824$6,230
Veridan Wealth LLC66,858$6,142
GLOBALT Investments LLC / GA65,160$5,986
COMMONWEALTH EQUITY SERVICES, LLC58,073$5,335
Csenge Advisory Group57,257$5,260
MATTERS CAPITAL LLC52,181$4,793
SigFig Wealth Management, LLC51,352$4,717
Integrated Wealth Concepts LLC50,543$4,643
HARBOR INVESTMENT ADVISORY, LLC50,283$4,619
HighTower Advisors, LLC50,237$4,615
Mariner, LLC50,183$4,610
Key Capital Management, INC49,531$4,550
OPPENHEIMER & CO INC41,450$3,808
World Investment Advisors38,078$3,498
Voya Investment Management LLC37,343$3,430
Private Advisor Group, LLC33,123$3,043
SOA Wealth Advisors, LLC.32,712$3,005
PARK AVENUE SECURITIES LLC32,515$3
GRANVILLE CAPITAL, INC.30,778$2,827
FWG Investments, LLC.30,767$2,826
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO25,852$2,375
FIRST AMERICAN TRUST, FSB24,802$2,278
Fifth Third Wealth Advisors LLC24,476$2,248
Global Wealth Management Investment Advisory, Inc.22,477$2,065
Centennial Wealth Advisory LLC22,416$2,059
B.O.S.S. Retirement Advisors, LLC21,827$2,005
Quest 10 Wealth Builders, Inc.21,489$1,974
Linden Thomas Advisory Services, LLC21,056$1,934
B. Riley Wealth Advisors, Inc.20,482$1,881
Curi Capital, LLC20,368$1,871
Rockefeller Capital Management L.P.20,080$1,845
Signal Advisors Wealth, LLC19,624$1,803
Ashton Thomas Private Wealth, LLC19,247$1,768
Ausdal Financial Partners, Inc.18,551$1,704
BROWN ADVISORY INC18,412$1,691
FIRST NATIONAL BANK OF OMAHA18,226$1,685
Waldron Private Wealth LLC17,308$1,590
CFS Investment Advisory Services, LLC17,284$1,588
Heck Capital Advisors, LLC17,262$1,586
CITADEL ADVISORS LLC16,960$1,558
Strategic Blueprint, LLC16,716$1,536
Centerpoint Advisory Group16,533$1,519
CIBC Private Wealth Group, LLC15,885$1,459
CWM, LLC15,392$1
Venture Visionary Partners LLC15,017$1,379
FMR LLC14,870$1,366
Fidelis Capital Partners, LLC14,645$1,345
Arcadia Wealth Management, LLC14,443$1,327
PNC Financial Services Group, Inc.13,710$1,259
JONES FINANCIAL COMPANIES LLLP13,416$1,232
Cresset Asset Management, LLC13,238$1,216
Stratos Wealth Advisors, LLC12,848$1,180
Decker Retirement Planning Inc.12,199$1,121
Centennial Advisors, LLC11,981$1,101
140 other institutions524,361$47,480
Total (240 institutions)42,505,989$3,852,780