IYJ (IYJ) [Rocket]

Ownership

IYJ (IYJ)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
MORGAN STANLEY	705,154	-41,368	74,774,709,000	0.01		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	647,404	17,434	68,650,714,000	0.01		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	329,848	1,292	34,977,098,000	0.01		Hist	06/30/2023
LPL Financial LLC	298,596	157	29,907,341,000	0.02		Hist	03/31/2023
UBS Group AG	236,908	-1,925	25,121,724,000	0.01		Hist	06/30/2023
ROYAL BANK OF CANADA	211,859	-44,887	22,465,000,000	0.01		Hist	06/30/2023
GOLDMAN SACHS GROUP INC	113,195	-7,637	11,337,611,000	0.00		Hist	03/31/2023
Prospera Financial Services Inc	99,939	-6,884	10,598,012,000	0.41		Hist	06/30/2023
Raymond James Financial Services Advisors, Inc.	86,542	-28,777	8,347,979,000	0.02		Hist	12/31/2022
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	72,482	17,554	7,685,991,000	0.18		Hist	06/30/2023
NewEdge Advisors, LLC	64,902	-559	6,882,225,000	0.08		Hist	06/30/2023
Royal Fund Management, LLC	63,678	63,678	6,752,473,000	0.84		Hist	06/30/2023
ENVESTNET ASSET MANAGEMENT INC	59,563	-28,279	6,316,038,000	0.00		Hist	06/30/2023
PGIM Custom Harvest LLC	50,331	3,402	5,337,068,000	0.20		Hist	06/30/2023
RAYMOND JAMES & ASSOCIATES	53,986	-5,908	5,207,251,000	0.00		Hist	12/31/2022
Baird Financial Group, Inc.	48,699	14,114	5,164,042,000	0.01		Hist	06/30/2023
ADVISOR GROUP HOLDINGS, INC.	41,210	-78,974	4,371,220,000			Hist	06/30/2023
AMERIPRISE FINANCIAL INC	39,624	3,307	4,201,525,000	0.00		Hist	06/30/2023
Cetera Investment Advisers	30,833	-1,830	3,088,249,000	0.03		Hist	03/31/2023
HighTower Advisors, LLC	26,508	-140	2,811,000,000	0.01		Hist	06/30/2023
AE Wealth Management LLC	26,225	-36,543	2,780,903,000	0.02		Hist	06/30/2023
Frank, Rimerman Advisors LLC	25,616	0	2,716,321,000	0.65		Hist	06/30/2023
CITADEL ADVISORS LLC	24,112	15,650	2,556,836,000	0.00		Hist	06/30/2023
EUDAIMONIA ADVISORS LLC	22,086	6,751	2,341,982,000	1.57		Hist	06/30/2023
MMBG INVESTMENT ADVISORS CO.	21,600	0	2,241,648,000	0.27		Hist	06/30/2023
Bray Capital Advisors	20,824	300	2,208,177,000	0.66		Hist	06/30/2023
Rainsberger Wealth Advisors, Inc.	19,079	-246	2,023,175,000	1.22		Hist	06/30/2023
Zurich Insurance Group Ltd/FI	18,232	-2	1,978,537,000	0.02		Hist	06/30/2023
SOUTHERN CAPITAL ADVISORS, LLC	18,500	1,624	1,961,781,000	1.50		Hist	06/30/2023
Rockefeller Capital Management L.P.	18,358	2,884	1,946,722,000	0.01		Hist	06/30/2023
WEALTH ADVISORS, INC.	19,346	-5,150	1,866,115,000	0.99		Hist	12/31/2022
Shulman DeMeo Asset Management LLC	19,091	114	1,841,475,000	0.61		Hist	12/31/2022
Mariner, LLC	17,158	1,371	1,819,407,000	0.00		Hist	06/30/2023
Eudaimonia Partners, LLC	16,899	1,571	1,791,970,000	0.40		Hist	06/30/2023
Virtue Capital Management, LLC	16,865	-7,195	1,783,339,000	0.30		Hist	06/30/2023
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