ETF SER SOLUTIONS shareholder history

Current and past ETF SER SOLUTIONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1120.00%0.00%0.00%Q3 2019Q3 202329
Anchor Investment Management, LLC 20200.00%0.01%0.01%Q1 2019Q4 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.01%0.01%Q1 2019Q3 202319
Front Row Advisors LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
NORTHSTAR ASSET MANAGEMENT Co LLC 18180.49%1.41%1.92%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
B. Riley Wealth Advisors, Inc. 18180.01%0.04%0.08%Q2 2019Q3 202318
ROYAL BANK OF CANADA 18180.00%0.00%0.00%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 18180.00%0.00%0.01%Q2 2019Q3 202318
PNC FINANCIAL SERVICES GROUP, INC. 18180.00%0.01%0.01%Q2 2019Q3 202318
Allworth Financial LP 18180.00%0.00%0.00%Q2 2019Q3 202318
Clal Insurance Enterprises Holdings Ltd 18180.01%0.05%0.13%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.06%0.25%0.57%Q2 2019Q3 202318
Parallel Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
LPL Financial LLC 17170.00%0.02%0.04%Q3 2019Q3 202317
Baird Financial Group, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 1250.00%0.00%0.01%Q2 2019Q3 202317
IFP Advisors, Inc 17170.00%0.03%0.05%Q3 2019Q3 202317
BANK OF MONTREAL /CAN/ 1520.00%0.00%0.00%Q2 2019Q3 202317
Raymond James Financial Services Advisors, Inc. 1610.00%0.01%0.01%Q2 2019Q3 202317
SEARLE & CO. 17170.11%0.15%0.18%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
FIFTH THIRD BANCORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Private Advisor Group, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Frisch Financial Group, Inc. 16160.11%0.23%0.32%Q4 2019Q3 202316
SeaCrest Wealth Management, LLC 1240.03%0.07%0.13%Q3 2019Q3 202316
Tower Research Capital LLC (TRC) 810.00%0.02%0.05%Q2 2019Q3 202316
Capital Investment Advisory Services, LLC 830.00%0.01%0.01%Q1 2019Q3 202316
HHM Wealth Advisors, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
US BANCORP \DE\ 15150.00%0.00%0.00%Q1 2020Q3 202315
OPPENHEIMER & CO INC 15150.01%0.01%0.02%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.01%0.01%Q1 2020Q3 202315
AllSquare Wealth Management LLC 15150.17%0.21%0.24%Q1 2020Q3 202315
JFS WEALTH ADVISORS, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
Cetera Advisors LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
AdvisorNet Financial, Inc 1410.00%0.01%0.01%Q2 2019Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2019Q3 202315
Steward Partners Investment Advisory, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
TCI Wealth Advisors, Inc. 15150.01%0.01%0.02%Q3 2019Q1 202315
American Portfolios Advisors 15150.00%0.01%0.02%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Parkside Financial Bank & Trust 14140.00%0.01%0.01%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
Smithfield Trust Co 14140.00%0.00%0.01%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 14140.05%0.07%0.09%Q2 2020Q3 202314
Banque Cantonale Vaudoise 14140.00%0.01%0.03%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
IAG Wealth Partners, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
Cetera Advisor Networks LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Creative Planning 14140.00%0.00%0.00%Q2 2020Q3 202314
Gradient Investments LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2020Q3 202314
Wealthspire Advisors, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 1110.00%0.00%0.00%Q4 2019Q3 202313
MML INVESTORS SERVICES, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Cetera Investment Advisers 13130.01%0.02%0.03%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Geneos Wealth Management Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Core Wealth Advisors, Inc. 13130.01%0.07%0.16%Q3 2020Q3 202313
HighTower Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
UBS Group AG 1210.00%0.01%0.01%Q1 2019Q3 202313
Laidlaw Wealth Management LLC 13130.12%0.20%0.31%Q3 2020Q3 202313
Equitable Holdings, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
WEALTHSOURCE PARTNERS, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
IHT Wealth Management, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
Advisory Services Network, LLC 13130.00%0.02%0.03%Q3 2020Q3 202313
TCG Advisory Services, LLC 12120.12%0.30%0.48%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.03%0.05%Q1 2020Q2 202312
Claro Advisors LLC 12120.11%0.17%0.22%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.06%0.76%1.58%Q4 2020Q3 202312
Prospera Financial Services Inc 12120.01%0.02%0.02%Q3 2020Q2 202312
CITIGROUP INC 1110.00%0.00%0.00%Q2 2019Q3 202312
Cordasco Financial Network 12120.00%0.04%0.06%Q3 2019Q2 202212
Ellis Investment Partners, LLC 12120.00%0.22%0.32%Q2 2020Q1 202312
American Institute for Advanced Investment Management, LLP 12120.38%0.41%0.44%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
HT Partners LLC 12120.16%0.30%0.42%Q4 2020Q3 202312
Western Wealth Management, LLC 840.02%0.04%0.08%Q3 2020Q3 202312
TimeScale Financial, Inc. 12120.00%0.00%0.00%Q3 2020Q2 202312
JPMORGAN CHASE & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
HM PAYSON & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
FMR LLC 510.00%0.00%0.00%Q2 2019Q3 202312
OAK FAMILY ADVISORS, LLC 12120.18%0.75%1.43%Q4 2020Q3 202312
KWMG, LLC 12120.40%0.43%0.46%Q4 2020Q3 202312
Advisors Capital Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Mirae Asset Global Investments Co., Ltd. 11110.00%0.03%0.09%Q3 2020Q1 202311
Stratos Wealth Partners, LTD. 11110.01%0.03%0.04%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
AE Wealth Management LLC 1010.00%0.01%0.01%Q2 2020Q1 202311
Asset Dedication, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.03%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.01%0.01%Q4 2020Q3 202311
Sierra Capital LLC 11110.11%0.29%0.68%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.00%Q1 2021Q3 202311
StoneX Group Inc. 830.05%0.22%0.47%Q1 2020Q3 202311
Sigma Planning Corp 11110.01%0.01%0.02%Q3 2020Q1 202311
AVANTAX ADVISORY SERVICES, INC. 11110.00%0.00%0.01%Q4 2020Q2 202311
FAGAN ASSOCIATES, INC. 11110.13%0.86%1.73%Q3 2020Q1 202311
FAS Wealth Partners, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.00%0.01%0.03%Q1 2020Q3 202211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.03%0.06%0.08%Q4 2020Q2 202311
AlphaMark Advisors, LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
SIMPLEX TRADING, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q1 2019Q3 202311
BANK HAPOALIM BM 11110.05%0.12%0.15%Q4 2020Q2 202311
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Orca Investment Management, LLC 10101.90%2.15%2.44%Q4 2020Q1 202310
Financial Architects, Inc 640.04%0.27%0.40%Q4 2020Q2 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Carroll Financial Associates, Inc. 10100.00%0.00%0.00%Q3 2019Q4 202110
McIlrath & Eck, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
NEXT Financial Group, Inc 640.01%0.02%0.02%Q2 2019Q4 202110
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.05%Q1 2021Q3 202310
BEACON FINANCIAL GROUP 10100.06%0.11%0.16%Q3 2019Q4 202110
Joel Isaacson & Co., LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
V Wealth Advisors LLC 10100.04%0.06%0.07%Q1 2021Q2 202310
PSI Advisors, LLC 910.00%0.04%0.05%Q4 2019Q3 202310
Ratio Wealth Group 820.22%0.47%0.72%Q1 2021Q3 202310
Snowden Capital Advisors LLC 730.00%0.01%0.02%Q2 2019Q2 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q1 2021Q2 202310
Strategic Family Wealth Counselors, L.L.C. 990.08%0.15%0.20%Q3 2021Q3 20239
Mariner, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Your Advocates Ltd., LLP 990.00%0.00%0.00%Q3 2021Q3 20239
AMARILLO NATIONAL BANK 991.00%1.24%1.86%Q1 2021Q1 20239
626 Financial, LLC 813.35%4.58%5.17%Q1 2021Q3 20239
Realta Investment Advisors 520.01%0.04%0.06%Q1 2021Q3 20239
Cribstone Capital Management, LLC 990.00%0.00%0.00%Q1 2019Q1 20219
Intrua Financial, LLC 990.06%0.11%0.15%Q1 2021Q1 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
SHEETS SMITH WEALTH MANAGEMENT 810.03%0.04%0.05%Q4 2020Q1 20239
ENTERPRISE FINANCIAL SERVICES CORP 620.00%0.00%0.01%Q2 2019Q2 20218
VAN ECK ASSOCIATES CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
Ignite Planners, LLC 880.14%0.30%0.44%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.14%0.22%0.39%Q4 2021Q3 20238
JNBA Financial Advisors 880.00%0.00%0.00%Q4 2020Q3 20228
Migdal Insurance & Financial Holdings Ltd. 710.00%0.00%0.00%Q3 2020Q2 20238
Indie Asset Partners, LLC 880.16%0.26%0.39%Q1 2020Q4 20218
Continuum Advisory, LLC 530.03%0.05%0.07%Q2 2021Q3 20238
Providence Capital Advisors, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
THOROUGHBRED FINANCIAL SERVICES, LLC 620.03%0.08%0.11%Q1 2021Q2 20238
Johnson Midwest Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
KENFARB & CO. 880.03%0.03%0.03%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Portfolio Strategies, Inc. 881.06%1.33%1.58%Q2 2021Q1 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Moors & Cabot, Inc. 770.02%0.02%0.03%Q4 2020Q2 20227
Planned Solutions, Inc. 310.13%0.17%0.21%Q3 2020Q4 20227
McGowan Group Asset Management, Inc. 770.04%0.09%0.17%Q4 2020Q2 20227
INTEGRAL INVESTMENT ADVISORS, INC. 770.23%0.26%0.32%Q4 2021Q2 20237
J.W. COLE ADVISORS, INC. 770.02%0.08%0.17%Q4 2020Q2 20227
Acorn Wealth Advisors, LLC 770.19%0.28%0.36%Q1 2021Q3 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
ACCESS FINANCIAL SERVICES, INC. 770.37%0.50%0.74%Q3 2020Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Provident Wealth Management, LLC 660.48%0.62%0.78%Q4 2020Q1 20226
Wagner Wealth Management, LLC 420.00%0.02%0.03%Q1 2021Q3 20226
Larson Financial Group LLC 660.00%0.01%0.02%Q2 2022Q3 20236
TANDEM CAPITAL MANAGEMENT CORP /ADV 660.14%0.17%0.17%Q4 2020Q1 20226
TSFG, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
WT Wealth Management 660.41%0.53%0.67%Q1 2021Q2 20226
First Command Bank 660.01%0.01%0.01%Q1 2022Q2 20236
SONATA CAPITAL GROUP INC 660.15%0.18%0.19%Q4 2020Q1 20226
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q4 2020Q1 20226
First Command Financial Services, Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
Castleview Partners, LLC 510.00%0.00%0.00%Q2 2021Q1 20236
MONEY CONCEPTS CAPITAL CORP 420.00%0.00%0.00%Q4 2020Q4 20226
EVOKE WEALTH, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Stonebridge Capital Advisors LLC 510.00%0.01%0.01%Q1 2021Q3 20236
Sightline Wealth Advisors, LLC 550.20%0.48%0.74%Q4 2020Q4 20215
SYNOVUS FINANCIAL CORP 550.00%0.00%0.00%Q1 2019Q1 20205
PARK AVENUE SECURITIES LLC 550.01%0.01%0.01%Q2 2020Q2 20215
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
First Allied Advisory Services, Inc. 550.00%0.01%0.02%Q3 2019Q3 20205
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q4 2021Q3 20235
Strategic Asset Management, LLC 550.14%0.15%0.17%Q3 2021Q3 20225
Edgemoor Investment Advisors, Inc. 550.02%0.03%0.03%Q4 2020Q4 20215
ACIMA PRIVATE WEALTH, LLC 550.06%0.06%0.06%Q1 2021Q1 20225
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Hilltop Holdings Inc. 550.03%0.08%0.10%Q4 2020Q4 20215
Plante Moran Financial Advisors, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Hartford Financial Management Inc. 550.00%0.00%0.01%Q2 2020Q2 20215
CROSSPOINT FINANCIAL, LLC 4417.29%22.03%24.52%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
Bleakley Financial Group, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Tyler-Stone Wealth Management 440.01%0.01%0.01%Q4 2021Q3 20224
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.15%0.21%0.26%Q3 2021Q2 20224
Simplicity Solutions, LLC 310.00%0.02%0.02%Q4 2020Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
OPTIMUM INVESTMENT ADVISORS 440.00%0.02%0.02%Q3 2020Q2 20214
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
West Oak Capital, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Resurgent Financial Advisors LLC 440.05%0.06%0.06%Q4 2022Q3 20234
ROPES WEALTH ADVISORS LLC 440.02%0.02%0.02%Q1 2020Q4 20204
Phoenix Holdings Ltd. 441.17%1.58%1.88%Q4 2020Q3 20214
Ironwood Financial, llc 440.01%0.01%0.01%Q4 2020Q3 20214
Orion Portfolio Solutions, LLC 440.02%0.03%0.03%Q4 2021Q3 20224
Financial Advocates Investment Management 440.02%0.02%0.02%Q4 2020Q3 20214
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
LexAurum Advisors, LLC 220.07%0.08%0.08%Q1 2022Q2 20234
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q2 2021Q4 20214
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Financial Freedom, LLC 440.17%0.26%0.30%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.01%0.01%0.02%Q1 2022Q1 20234
Laurel Wealth Advisors LLC 440.00%0.00%0.00%Q3 2020Q2 20214
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.01%Q1 2019Q4 20194
ATLAS CAPITAL ADVISORS LLC 440.00%0.00%0.00%Q4 2020Q3 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
SCOTIA CAPITAL INC. 440.00%0.00%0.00%Q4 2021Q3 20224
Atlas Private Wealth Advisors 440.00%0.04%0.05%Q4 2020Q3 20214
Founders Financial Alliance, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
All Season Financial Advisors, Inc. 440.22%0.26%0.34%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Concorde Asset Management, LLC 110.18%0.19%0.20%Q2 2019Q2 20234
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q2 2021Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
TRUST CO OF VERMONT 330.00%0.00%0.00%Q3 2020Q1 20213
Resolute Wealth Strategies, LLC 330.16%0.19%0.23%Q1 2023Q3 20233
Moisand Fitzgerald Tamayo, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Strategic Blueprint, LLC 210.01%0.02%0.02%Q2 2021Q3 20233
Roble, Belko & Company, Inc 330.09%0.10%0.10%Q4 2019Q2 20203
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q2 2019Q2 20213
Busey Bank 330.02%0.02%0.02%Q1 2020Q3 20203
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
BARCLAYS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
KRAEMATON INVESTMENT ADVISORS, INC 210.18%0.23%0.26%Q4 2021Q4 20223
Better Money Decisions, LLC 210.03%0.03%0.04%Q2 2021Q2 20223
Integrated Advisors Network LLC 330.04%0.05%0.06%Q1 2021Q3 20213
Archford Capital Strategies, LLC 330.08%0.13%0.18%Q3 2020Q1 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Crewe Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Worth Asset Management, LLC 210.00%0.02%0.05%Q1 2022Q2 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q3 2020Q1 20213
PROFESSIONAL PLANNING 330.11%0.13%0.14%Q1 2021Q3 20213
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q3 2022Q1 20233
FLOW TRADERS U.S. LLC 210.02%0.03%0.04%Q3 2021Q1 20233
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Bell Rock Capital LLC 210.34%0.36%0.38%Q4 2021Q3 20223
L & S Advisors Inc 330.11%0.12%0.12%Q1 2021Q3 20213
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
HB Wealth Management, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
BENJAMIN EDWARDS INC 220.01%0.01%0.01%Q1 2020Q2 20202
STEPHENS INC /AR/ 220.05%0.06%0.06%Q3 2021Q4 20212
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Intercontinental Wealth Advisors, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Vienna Asset Management LLC 220.01%0.03%0.05%Q4 2021Q1 20222
Sutton Wealth Advisors Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
Atria Wealth Solutions, Inc. 220.00%0.01%0.01%Q1 2022Q2 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q1 20232
Grant Street Asset Management, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
WEST BANCORPORATION INC 110.05%0.05%0.05%Q3 2020Q4 20212
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 220.11%0.36%0.62%Q3 2020Q4 20202
Black Swift Group, LLC 110.02%1.08%2.15%Q2 2019Q2 20202
Activest Wealth Management 220.13%0.14%0.15%Q3 2022Q4 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
HAP Trading, LLC 220.05%0.05%0.06%Q2 2019Q3 20192
Beaumont Financial Partners, LLC 110.02%0.19%0.37%Q3 2020Q4 20212
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.02%Q1 2021Q2 20212
PRUDENTIAL PLC 220.00%0.01%0.01%Q2 2020Q3 20202
Deane Retirement Strategies, Inc. 220.98%2.00%3.02%Q3 2020Q4 20202
Coombe, Bender & Co LLC 220.10%0.11%0.12%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 220.08%0.10%0.13%Q1 2022Q2 20222
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q4 2020Q3 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2022Q3 20222
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SMITH, MOORE & CO. 220.03%0.04%0.04%Q2 2021Q3 20212
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Moloney Securities Asset Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Leverty Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SG Americas Securities, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2022Q4 20221
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q3 2021Q3 20211
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Allegiant Private Advisors, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
ML & R WEALTH MANAGEMENT LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Walleye Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Sandy Cove Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2021Q4 20211
PALLADIEM, LLC 112.64%2.64%2.64%Q4 2020Q4 20201
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
COLONY GROUP LLC 110.00%0.00%0.00%Q4 2022Q4 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
Bison Wealth, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
Axiom Investment Management LLC 110.11%0.11%0.11%Q3 2022Q3 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Accuvest Global Advisors 110.26%0.26%0.26%Q1 2022Q1 20221
ShoreHaven Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Global Trust Asset Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
ADE, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q3 2021Q3 20211
External links

This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.