ISHARES TR

Ticker: INTF CUSIP: 46434V274 Class: ETF

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

InstitutionSharesValue ($000)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO19,066,471$719,759
Strategic Financial Services, Inc,8,690,116$352,297
VANTAGEPOINT INVESTMENT ADVISERS LLC6,373,770$240,610
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,330,873$125,740
Invesco Ltd.3,160,000$119,290
Tolleson Wealth Management, Inc.3,114,766$117,582
Compound Planning, Inc.2,005,671$75,714
Clearwater Capital Advisors, LLC1,841,232$69,507
AMERIPRISE FINANCIAL INC1,437,446$54,254
Kestra Investment Management, LLC1,248,534$47,132
RAYMOND JAMES FINANCIAL INC1,162,295$43,877
ENVESTNET ASSET MANAGEMENT INC1,013,747$38,269
Corient Private Wealth LLC860,965$32,501
Sequoia Financial Advisors, LLC792,855$29,930
Modern Wealth Management, LLC757,507$28,596
JPMORGAN CHASE & CO752,700$28,414
MORGAN STANLEY716,912$27,063
First Command Advisory Services, Inc.702,540$26,521
WELLS FARGO & COMPANY/MN685,234$25,868
CWM, LLC684,245$26
AlphaCore Capital LLC620,578$23,427
Weil Company, Inc.452,207$17,071
UBS Group AG388,268$14,657
FOSTER & MOTLEY INC387,792$15
BANK OF AMERICA CORP /DE/346,562$13,083
Heck Capital Advisors, LLC344,720$13,013
Thrive Wealth Management, LLC343,363$12,962
Acropolis Investment Management, LLC333,784$12,600
LPL Financial LLC317,046$11,968
Conrad Siegel Investment Advisors, Inc.314,671$11,879
Farther Finance Advisors, LLC298,897$11,283
Obsido Oy296,767$11,203
HighTower Advisors, LLC294,007$11,099
DDFG, Inc284,235$10,730
Stokes Family Office, LLC279,707$10,559
MERIDIAN MANAGEMENT CO270,992$10,230
JONES FINANCIAL COMPANIES LLLP247,064$9,327
EXCHANGE TRADED CONCEPTS, LLC240,457$9,077
Brio Consultants, LLC237,995$8,984
PHILLIPS FINANCIAL MANAGEMENT, LLC231,887$8,754
SAGESPRING WEALTH PARTNERS, LLC188,820$7,128
Northwest Wealth Advisors, LLC171,365$6,469
Dynasty Wealth Management, LLC170,915$6,452
Avestar Capital, LLC144,171$5,442
COMMONWEALTH EQUITY SERVICES, LLC135,151$5,102
Citizens National Bank Trust Department131,416$4,961
OSAIC HOLDINGS, INC.130,129$4,913
Vise Technologies, Inc.130,105$4,911
Equitable Holdings, Inc.126,388$4,771
RHS Financial, LLC121,246$4,577
SigFig Wealth Management, LLC118,114$4,459
Horizon Family Wealth, Inc.113,756$4,294
EVOLVE PRIVATE WEALTH, LLC112,643$4,252
Focus Partners Wealth112,584$4,250
Beirne Wealth Consulting Services, LLC110,573$4,175
AlTi Global, Inc.94,210$3,556
Kestra Advisory Services, LLC86,984$3,284
Alchemi Wealth, LLC86,428$3,263
Mariner, LLC81,233$3,067
Atria Investments, Inc77,004$2,907
Quantinno Capital Management LP75,706$2,858
New Insight Wealth Advisors75,672$2,857
Kingsview Wealth Management, LLC74,053$2,796
Cerity Partners LLC70,426$2,659
Janney Montgomery Scott LLC68,617$3
CABOT WEALTH MANAGEMENT INC67,808$2,560
Creative Planning67,542$2,550
Ipsen Advisor Group LLC64,028$2,417
Rockefeller Capital Management L.P.62,840$2,372
Fundamentum, LLC61,209$2,311
Stonebridge Wealth Management, LLC60,491$2,284
Western Wealth Management, LLC60,402$2,280
Diversify Advisory Services, LLC59,423$2,321
MAGNOLIA CAPITAL ADVISORS LLC59,213$2,235
AQR CAPITAL MANAGEMENT LLC51,750$1,954
PRINCIPAL SECURITIES, INC.46,622$1,760
Cetera Investment Advisers45,204$1,706
Sage Mountain Advisors LLC42,634$1,609
LINCOLN CAPITAL CORP39,487$1,491
Gallacher Capital Management LLC38,971$1,471
Integrated Wealth Concepts LLC36,186$1,366
LCW Services, LLC34,802$1,314
Edge Financial Advisors LLC33,414$1,261
Armbruster Capital Management, Inc.32,775$1,237
Cambridge Investment Research Advisors, Inc.32,555$1
Savant Capital, LLC32,248$1,217
BFI Wealth Solutions, LLC31,551$1,191
LANDMARK WEALTH MANAGEMENT, INC.31,371$1,184
Wedmont Private Capital30,276$1,164
Archer Investment Management, LLC29,372$1,109
NewEdge Advisors, LLC28,074$1,060
Sigma Planning Corp27,292$1,057
U.S. Capital Wealth Advisors, LLC21,320$805
Baker Ellis Asset Management LLC20,000$755
ROYAL BANK OF CANADA19,890$751
CIBC WORLD MARKET INC.19,743$745
J.W. COLE ADVISORS, INC.19,254$727
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC17,258$651
CAPTRUST FINANCIAL ADVISORS16,831$635
Ascent Wealth Partners, LLC16,085$607
78 other institutions496,153$16,826
Total (178 institutions)69,590,661$2,605,262