CUSIP: 95768A109 | 113 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 416,906 | $8.8K | 0.0% | Core | Low | New York, NY | 2021-05-17 | |
| 173,656 | $3.7K | 0.0% | Core | Low | Charlotte, NC | 2021-05-14 | |
| 111,200 | $2.4K | 0.0% | N/A | N/A | St Petersburg, FL | 2021-05-14 | |
| 83,432 | $1.8M | 0.0% | Core | Low | Stamford, CT | 2021-05-17 | |
| 75,605 | $1.6K | 0.0% | N/A | N/A | Houston, TX | 2021-04-27 | |
| 63,677 | $1.3K | 0.0% | N/A | N/A | El Segundo, CA | 2021-05-17 | |
| 61,740 | $1.3K | 0.0% | Yield | Medium | Richmond, VA | 2021-05-17 | |
| 59,191 | $1.3K | 0.0% | ETF | Low | Decatur, IL | 2021-05-06 | |
| 48,472 | $1.0K | 0.0% | Core | Low | San Francisco, CA | 2021-05-13 | |
| 47,373 | $1.0K | 0.0% | Yield | Medium | London, United Kingdom | 2021-05-14 | |
| 43,054 | $910 | 0.0% | Core | Medium | Zurich, Switzerland | 2021-05-12 | |
| 41,468 | $876 | 0.0% | Growth | Medium | New York, NY | 2021-05-13 | |
| 37,033 | $782 | 0.0% | Growth | Very Low | St. Petersburg, FL | 2021-05-14 | |
| 29,661 | $626 | 0.0% | ETF | Low | Waltham, MA | 2021-05-04 | |
| 26,450 | $559 | 0.0% | ETF | Low | Beachwood, OH | 2021-04-27 | |
| 19,600 | $414 | 0.0% | N/A | N/A | New York, NY | 2021-04-15 | |
| 18,339 | $388 | 0.0% | ETF | Low | Fairfield, IA | 2021-05-07 | |
| 17,483 | $369 | 0.0% | Core | Medium | Wheaton, IL | 2021-05-14 | |
| 10,750 | $227 | 0.0% | Core | Low | Savannah, GA | 2021-04-28 | |
| 9,604 | $203 | 0.0% | Core | Low | Toronto, Australia | 2021-07-20 | |
| 6,742 | $142 | 0.0% | Index | Low | Scottsdale, AZ | 2021-05-13 | |
| 4,500 | $95 | 0.0% | Core | Medium | New York, NY | 2021-05-13 | |
| 3,804 | $79 | 0.0% | Core | Very High | Orlando, FL | 2021-04-19 | |
| 2,835 | $59 | 0.0% | Deep Value | Very High | Chicago, IL | 2021-05-13 | |
| 2,790 | $59 | 0.0% | Yield | Low | Minneapolis, MN | 2021-05-13 | |
| 1,081 | $23 | 0.0% | Momentum | Medium | Woodbridge, NJ | 2021-05-13 | |
| 1,000 | $21.1K | 0.0% | ETF | Low | Atlanta, GA | 2023-12-20 | |
| 617 | $13 | 0.0% | Growth | Low | St. Louis, MO | 2021-04-28 | |
| 500 | $10.6K | 0.0% | N/A | N/A | Holbrook, NY | 2023-03-22 | |
| 356 | $7 | 0.0% | Core | Low | New York, NY | 2021-05-11 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2021-05-13 |