SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HighTower Advisors, LLC 42420.01%0.03%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.61%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.13%0.23%0.38%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.01%0.04%0.08%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.01%0.09%1.65%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.05%0.18%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.03%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.01%0.02%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.53%1.36%3.13%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
PITCAIRN CO 42420.68%2.33%4.61%Q2 2013Q3 202342
Courage Miller Partners, LLC 41411.40%2.11%3.40%Q3 2013Q3 202341
BAILARD, INC. 31100.02%0.04%0.13%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.12%0.62%1.45%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.10%0.32%0.58%Q4 2013Q4 202341
BANK OF MONTREAL /CAN/ 3120.00%0.02%0.06%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.52%1.51%1.97%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 3370.00%0.01%0.08%Q2 2013Q3 202340
JFS WEALTH ADVISORS, LLC 38380.02%0.07%0.21%Q2 2014Q3 202338
HOWE & RUSLING INC 38380.01%0.01%0.04%Q2 2013Q3 202238
BALASA DINVERNO & FOLTZ LLC 38380.05%0.35%1.10%Q2 2013Q3 202238
HENGEHOLD CAPITAL MANAGEMENT LLC 36362.88%6.93%11.60%Q4 2014Q3 202336
STATE STREET CORP 3510.00%0.00%0.01%Q4 2013Q3 202336
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 36360.14%1.38%5.33%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
FINANCIAL COUNSELORS INC 2860.02%0.05%0.07%Q1 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 3040.00%0.08%0.38%Q1 2015Q3 202334
Krilogy Financial LLC 33330.03%0.49%1.90%Q3 2015Q3 202333
Evanson Asset Management, LLC 32320.06%0.12%0.18%Q4 2013Q3 202132
FINANCIAL CONSULATE, INC 32320.45%3.69%10.22%Q4 2015Q3 202332
FLOW TRADERS U.S. LLC 1010.00%0.55%1.68%Q2 2013Q3 202332
StrategIQ Financial Group, LLC 31310.10%0.25%0.40%Q1 2016Q3 202331
First Personal Financial Services 31310.20%1.04%1.74%Q1 2016Q3 202331
Gradient Investments LLC 31310.00%0.02%0.09%Q1 2016Q3 202331
Corrigan Financial, Inc. 31310.07%0.42%0.80%Q4 2015Q2 202331
JANE STREET GROUP, LLC 910.00%0.02%0.06%Q2 2014Q3 202330
Private Advisor Group, LLC 2810.01%0.03%0.12%Q3 2014Q3 202330
Domani Wealth, LLC 30300.28%1.58%5.04%Q4 2015Q1 202330
Wealth Architects, LLC 2110.04%0.11%0.21%Q4 2014Q1 202329
IFP Advisors, Inc 1470.00%0.00%0.01%Q4 2015Q3 202329
Hudock, Inc. 2720.00%0.01%0.06%Q1 2014Q3 202229
Barnett & Company, Inc. 29290.12%2.21%4.93%Q2 2015Q2 202229
Sequoia Financial Advisors, LLC 29290.31%1.39%2.70%Q3 2016Q3 202329
GLENMEDE TRUST CO NA 2080.00%0.00%0.00%Q3 2016Q3 202328
Montecito Bank & Trust 28280.84%2.50%6.97%Q1 2017Q4 202328
Abbrea Capital, LLC 28280.28%0.76%1.42%Q4 2016Q3 202328
CITIZENS FINANCIAL GROUP INC/RI 28280.02%0.26%0.64%Q4 2015Q3 202228
MITCHELL CAPITAL MANAGEMENT CO 28280.15%0.31%0.43%Q4 2016Q3 202328
Brinker Capital Investments, LLC 28280.01%0.10%0.16%Q3 2013Q2 202028
Sargent Bickham Lagudis LLC 28280.38%0.76%1.50%Q1 2016Q4 202228
Carroll Financial Associates, Inc. 27270.00%0.00%0.00%Q2 2015Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Wela Strategies, Inc. 2610.17%0.32%0.64%Q1 2017Q4 202327
Radnor Capital Management, LLC 2520.06%0.10%0.21%Q4 2016Q3 202327
EASTERN BANK 27270.79%1.69%2.45%Q1 2017Q3 202327
Newman Dignan & Sheerar, Inc. 27270.03%0.38%1.35%Q1 2017Q3 202327
SUNTRUST BANKS INC 26260.04%0.17%0.23%Q2 2013Q3 201926
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q2 2017Q3 202326
ARS Investment Partners, LLC 1440.02%0.11%0.19%Q4 2016Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.08%0.12%0.15%Q4 2016Q1 202326
DEUTSCHE BANK AG\ 2330.00%0.00%0.00%Q2 2014Q3 202326
BOSTON ADVISORS LLC 26260.01%0.04%0.12%Q2 2013Q3 201926
SYNOVUS FINANCIAL CORP 2210.00%0.14%0.54%Q1 2015Q3 202325
US BANCORP \DE\ 2010.00%0.00%0.00%Q4 2014Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q4 2013Q3 202325
TIAA, FSB 25250.00%0.10%0.49%Q2 2017Q2 202325
Burt Wealth Advisors 25250.01%0.23%3.39%Q4 2014Q4 202025
FORTE CAPITAL LLC /ADV 25250.04%0.17%0.31%Q1 2016Q1 202225
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.06%0.10%0.14%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.04%0.08%0.22%Q4 2017Q3 202324
Brightworth 24240.02%0.05%0.13%Q4 2016Q3 202224
CITIGROUP INC 620.00%0.00%0.00%Q2 2013Q3 202323
Citadel Advisors 910.00%0.00%0.01%Q1 2015Q3 202323
HBK Sorce Advisory LLC 2010.05%0.24%0.84%Q4 2014Q3 202323
Lenox Wealth Advisors, LLC 23230.02%1.61%3.72%Q3 2014Q1 202023
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.01%Q2 2013Q1 202322
RKL Wealth Management LLC 22220.11%0.19%0.25%Q2 2018Q3 202322
NEXT Financial Group, Inc 810.00%0.00%0.01%Q3 2014Q4 202122
Creative Planning 820.00%0.00%0.00%Q2 2013Q3 202322
VECTOR WEALTH MANAGEMENT, LLC 21210.43%0.68%1.82%Q4 2011Q4 201621
J.P. Morgan Private Wealth Advisors LLC 1560.00%0.00%0.02%Q1 2018Q3 202321
WASHINGTON TRUST Co 1560.01%0.01%0.01%Q2 2017Q3 202321
Cetera Advisors LLC 2010.01%0.06%0.20%Q1 2015Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 940.76%1.13%1.56%Q1 2018Q3 202321
MML INVESTORS SERVICES, LLC 1560.00%0.01%0.01%Q1 2018Q3 202321
MCF Advisors LLC 1220.00%0.00%0.00%Q2 2016Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.10%0.30%0.76%Q3 2018Q3 202321
Freestone Capital Holdings, LLC 1610.00%0.20%0.89%Q4 2016Q3 202320
COLONY GROUP LLC 20200.06%0.50%2.11%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.00%0.03%0.05%Q4 2018Q3 202320
Avantax Planning Partners, Inc. 20200.26%1.11%4.71%Q4 2018Q3 202320
Koshinski Asset Management, Inc. 1130.02%0.22%0.43%Q4 2016Q1 202220
Wambolt & Associates, LLC 20200.47%1.20%2.21%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 20200.07%0.12%0.22%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
DUNCKER STREETT & CO INC 1120.00%0.00%0.00%Q4 2017Q3 202320
JPMORGAN CHASE & CO 1510.00%0.00%0.00%Q3 2017Q3 202319
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19190.02%0.25%0.32%Q1 2014Q3 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Prestige Wealth Management Group LLC 19190.00%0.30%1.56%Q4 2018Q2 202319
GOLDMAN SACHS GROUP INC 420.00%0.00%0.00%Q2 2012Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
Mirae Asset Global Investments Co., Ltd. 18180.01%0.12%0.20%Q3 2018Q4 202218
Investors Research Corp 18180.08%0.31%0.48%Q2 2019Q3 202318
CIBC Private Wealth Group, LLC 1110.00%0.00%0.00%Q2 2016Q4 202118
LAZARD ASSET MANAGEMENT LLC 1710.00%0.00%0.00%Q2 2013Q4 202118
BlackRock Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Exchange Capital Management, Inc. 1080.00%0.07%0.32%Q2 2013Q3 201818
Smith & Howard Wealth Management, LLC 1260.09%0.22%0.34%Q2 2013Q1 202218
BOKF, NA 990.00%0.01%0.01%Q1 2019Q3 202318
Steward Partners Investment Advisory, LLC 1110.00%0.01%0.03%Q4 2017Q3 202318
Iowa State Bank 18180.20%1.87%3.30%Q2 2019Q3 202318
Bartlett & Co. LLC 820.00%0.00%0.00%Q2 2019Q4 202317
Relaxing Retirement Coach 1070.11%0.17%0.25%Q4 2017Q1 202217
Atria Investments, Inc 1340.02%0.06%0.09%Q2 2013Q1 202017
Live Your Vision, LLC 17170.22%1.81%3.92%Q1 2015Q1 201917
CWM, LLC 1010.00%0.00%0.00%Q4 2015Q1 202317
Voya Financial Advisors, Inc. 1610.01%0.13%0.44%Q4 2015Q1 202117
Chesley Taft & Associates LLC 17170.02%0.03%0.03%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 1250.00%0.00%0.01%Q1 2018Q4 202217
SNS Financial Group, LLC 920.02%0.13%0.25%Q1 2017Q1 202217
Global Retirement Partners, LLC 1070.00%0.01%0.04%Q2 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 16160.00%0.00%0.00%Q3 2018Q2 202216
TIAA CREF TRUST CO FSB/MO 16160.13%0.20%0.28%Q2 2013Q1 201716
TRUIST FINANCIAL CORP 16160.02%0.04%0.07%Q4 2019Q3 202316
OLD MISSION CAPITAL LLC 820.01%0.11%0.52%Q1 2015Q3 202316
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1150.00%0.01%0.03%Q3 2017Q3 202216
QCI ASSET MANAGEMENT INC/NY 1510.00%0.03%0.04%Q2 2017Q3 202116
Advisory Services Network, LLC 510.00%0.00%0.00%Q1 2016Q1 202315
Advisor Group, Inc. 15150.02%0.04%0.09%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.00%Q4 2014Q2 201815
SHEETS SMITH WEALTH MANAGEMENT 1010.00%0.12%0.19%Q1 2013Q3 202315
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 15150.67%0.80%0.89%Q2 2016Q4 201915
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.02%0.05%Q2 2019Q4 202215
BerganKDV Wealth Management, LLC 15150.00%0.03%0.07%Q4 2019Q2 202315
HANTZ FINANCIAL SERVICES, INC. 15152.09%2.62%3.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
Windsor Wealth Management, Inc. 14140.04%0.12%0.26%Q4 2018Q1 202214
Roble, Belko & Company, Inc 14140.00%0.00%0.01%Q2 2016Q3 201914
Horizon Investments, LLC 14140.15%0.47%0.90%Q2 2015Q3 201814
SIGNATUREFD, LLC 1310.00%0.00%0.00%Q3 2019Q3 202314
Wealth CMT 1316.54%13.90%44.77%Q4 2019Q2 202314
Financial Advisors, LLC 14140.09%0.20%0.32%Q4 2018Q1 202214
Carmichael Hill & Associates, Inc. 14140.04%0.04%0.05%Q2 2020Q3 202314
FDx Advisors, Inc. 1220.02%0.06%0.18%Q4 2015Q2 201914
GREENWOOD CAPITAL ASSOCIATES LLC 860.04%0.72%2.19%Q1 2016Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Financial Engines Advisors L.L.C. 14140.00%0.01%0.02%Q2 2020Q3 202314
FOUNDERS FINANCIAL SECURITIES LLC 13130.30%0.89%1.29%Q3 2015Q3 201813
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
TOBIAS FINANCIAL ADVISORS, INC. 761.37%2.36%3.48%Q2 2020Q3 202313
WFA of San Diego, LLC 1120.01%0.60%1.02%Q2 2020Q3 202313
Tanglewood Wealth Management, Inc. 13130.35%2.23%5.56%Q4 2018Q4 202113
Capital Analysts, LLC 13130.00%0.01%0.02%Q1 2018Q1 202113
Strid Group, LLC 1120.37%14.66%18.13%Q3 2016Q4 201913
Kohmann Bosshard Financial Services, LLC 1020.18%0.31%0.55%Q4 2016Q4 201912
M&T BANK CORP 710.00%0.00%0.00%Q3 2013Q4 202212
Shamrock Asset Management LLC 12120.00%0.00%0.00%Q1 2015Q4 201712
Quantitative Advantage, LLC 12120.14%0.37%0.57%Q2 2020Q1 202312
Cornerstone Advisors, Inc. 12120.05%0.06%0.07%Q1 2014Q4 201612
Mariner, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.72%1.00%1.42%Q4 2020Q3 202312
Newton One Investments LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.11%0.16%0.22%Q4 2020Q3 202312
Stratos Wealth Advisors, LLC 1110.02%0.11%0.24%Q4 2018Q4 202112
Stratos Wealth Partners, LTD. 840.01%0.02%0.04%Q1 2017Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
Blackhawk Capital Partners LLC. 1020.64%1.28%2.72%Q4 2017Q4 202212
ADVANTAGE INVESTMENT MANAGEMENT, LLC 12120.01%0.02%0.12%Q2 2015Q1 201812
SVA Wealth Management, LLC 11110.04%0.15%0.33%Q2 2018Q4 202011
Capital Asset Advisory Services LLC 11110.00%0.04%0.10%Q1 2020Q3 202211
Cerity Partners LLC 11110.00%0.02%0.05%Q4 2020Q2 202311
Baystate Wealth Management LLC 11110.08%0.13%0.20%Q3 2013Q1 201611
GSB Wealth Management, LLC 11110.13%0.20%0.38%Q1 2021Q3 202311
IAG Wealth Partners, LLC 11110.08%1.29%2.29%Q1 2021Q3 202311
WealthTrust Fairport, LLC 1010.05%0.09%0.35%Q4 2015Q1 201911
MERIDIAN INVESTMENT COUNSEL INC. 11110.10%0.60%0.77%Q1 2021Q3 202311
Gratus Capital, LLC 11110.29%1.36%4.00%Q2 2015Q4 201711
Renaissance Technologies 610.00%0.00%0.00%Q4 2018Q3 202311
WEALTHSOURCE PARTNERS, LLC 11110.04%0.70%1.89%Q4 2016Q2 201911
NORTHERN TRUST CORP 810.00%0.00%0.00%Q2 2013Q3 202211
Veritable, L.P. 740.01%0.01%0.02%Q1 2017Q4 201911
FIFTH THIRD BANCORP 820.00%0.00%0.00%Q1 2015Q4 201910
HHM Wealth Advisors, LLC 10100.46%0.58%0.78%Q2 2021Q3 202310
Holloway Wealth Management, LLC 10100.00%0.01%0.02%Q1 2019Q2 202110
EMFO, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
WFG Advisors, LP 10100.00%0.00%0.00%Q1 2015Q2 201710
PARAMETRIC PORTFOLIO ASSOCIATES LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
BARCLAYS PLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Homrich & Berg 610.01%0.32%1.50%Q4 2014Q3 201910
PSI Advisors, LLC 910.02%0.03%0.04%Q4 2019Q3 202310
Optiver Holding B.V. 10100.00%0.00%0.00%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 710.00%0.01%0.03%Q1 2019Q3 202310
Kingfisher Capital LLC 910.07%0.30%0.40%Q2 2013Q4 201510
STEEL GROVE CAPITAL ADVISORS, LLC 10100.07%0.70%1.53%Q4 2018Q1 202110
Advisory Alpha, LLC 420.00%0.05%0.14%Q2 2016Q4 201910
NatWest Group plc 10100.04%0.10%0.20%Q2 2013Q3 201510
SMI Advisory Services, LLC 910.17%0.24%0.36%Q1 2021Q3 202310
Virtu Financial LLC 410.01%0.13%0.96%Q3 2013Q1 202310
CATALYST PRIVATE WEALTH, LLC 10100.16%0.26%0.45%Q3 2020Q4 202210
Gladstone Institutional Advisory LLC 640.02%0.14%0.26%Q1 2019Q2 202210
Compagnie Lombard Odier SCmA 10100.00%0.00%0.00%Q4 2015Q1 201810
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 610.24%0.26%0.30%Q1 2021Q3 20239
BB&T SECURITIES, LLC 990.00%0.00%0.01%Q1 2015Q1 20179
Prime Capital Investment Advisors, LLC 810.00%0.09%0.28%Q2 2018Q1 20219
AdvisorNet Financial, Inc 810.00%0.00%0.00%Q4 2019Q3 20239
TWO SIGMA SECURITIES, LLC 210.00%0.03%0.23%Q1 2015Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
FLAGSHIP HARBOR ADVISORS, LLC 540.00%0.01%0.03%Q2 2018Q3 20239
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.01%Q1 2021Q3 20239
Bedel Financial Consulting, Inc. 990.02%0.02%0.03%Q1 2018Q1 20209
Janney Montgomery Scott LLC 540.00%0.01%0.02%Q4 2018Q3 20239
OneDigital Investment Advisors LLC 530.00%0.00%0.01%Q2 2017Q2 20198
Laraway Financial Advisors Inc 881.09%1.14%1.26%Q4 2021Q3 20238
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20238
Jacobi Capital Management LLC 710.04%1.60%2.02%Q1 2020Q1 20228
Capital World Investors 610.00%0.00%0.00%Q1 2020Q4 20228
Masso Torrence Wealth Management Inc. 880.56%0.85%1.05%Q4 2021Q3 20238
Gerber Kawasaki Wealth & Investment Management 880.04%1.04%2.51%Q4 2021Q3 20238
STRINGER ASSET MANAGEMENT, LLC 710.12%0.35%0.61%Q2 2014Q4 20188
Connecticut Wealth Management, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 510.00%0.00%0.01%Q4 2018Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.24%0.32%0.37%Q4 2021Q3 20238
Ferris Capital, LLC 880.06%0.09%0.13%Q2 2017Q1 20198
Gary Goldberg Planning Services Inc 880.00%0.00%0.00%Q1 2013Q4 20148
Capital Research Global Investors 610.00%0.00%0.00%Q1 2020Q4 20228
Apollon Wealth Management, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.01%Q4 2021Q3 20238
Operose Advisors LLC 880.18%0.27%0.42%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.74%0.82%1.04%Q1 2017Q4 20188
Joseph Group Capital Management 880.02%0.02%0.03%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.00%0.01%0.01%Q1 2020Q4 20218
Stegner Investment Associates Inc. 880.21%0.35%0.61%Q4 2021Q3 20238
Bogart Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bigelow Investment Advisors, LLC 710.11%0.12%0.12%Q4 2019Q2 20228
CBIZ Investment Advisory Services, LLC 510.06%0.14%0.22%Q4 2019Q4 20217
Walkner Condon Financial Advisors LLC 770.82%0.89%0.97%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
Geneos Wealth Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.02%0.02%Q2 2020Q4 20217
DB Wealth Management Group, LLC 430.00%0.00%0.00%Q2 2021Q3 20237
Highview Capital Management LLC/DE/ 770.17%0.22%0.29%Q1 2022Q3 20237
Ledge Wealth Management, Inc. 771.01%1.97%6.52%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.01%0.01%Q2 2020Q4 20217
Perigon Wealth Management, LLC 770.00%0.00%0.00%Q3 2016Q1 20187
Merit Financial Group, LLC 770.02%0.20%0.48%Q1 2022Q3 20237
Glassman Wealth Services 770.04%0.05%0.06%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Qube Research & Technologies Ltd 510.00%0.00%0.00%Q4 2019Q3 20237
Spectrum Asset Management, Inc. (NB/CA) 770.27%0.43%0.58%Q4 2014Q2 20167
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
AE Wealth Management LLC 430.00%0.02%0.04%Q4 2021Q3 20237
Bruderman Asset Management, LLC 660.00%0.00%0.00%Q1 2015Q2 20166
MONECO Advisors, LLC 660.09%0.19%0.34%Q1 2021Q2 20226
RAYMOND JAMES & ASSOCIATES 420.00%0.00%0.00%Q1 2018Q3 20236
Banco Santander, S.A. 660.01%0.01%0.01%Q2 2022Q3 20236
Sanchez Wealth Management Group 660.27%0.84%1.03%Q1 2021Q2 20226
Bristlecone Advisors, LLC 660.07%0.08%0.08%Q2 2022Q3 20236
Lenox Wealth Management, Inc. 660.00%0.02%0.03%Q1 2019Q2 20206
Beacon Pointe Advisors, LLC 410.01%0.02%0.03%Q3 2021Q3 20236
Chevy Chase Trust Holdings, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Cornerstone Wealth Management, LLC 330.02%0.03%0.03%Q1 2021Q3 20236
Plante Moran Financial Advisors, LLC 510.01%0.03%0.14%Q4 2017Q1 20226
TRANSCEND CAPITAL ADVISORS, LLC 510.07%0.12%0.15%Q1 2021Q3 20226
HOWARD FINANCIAL SERVICES, LTD. 660.39%0.41%0.43%Q4 2018Q1 20206
MADISON INVESTMENT HOLDINGS INC 660.01%0.01%0.01%Q2 2013Q3 20146
ASSETMARK, INC 210.00%0.00%0.00%Q4 2020Q3 20236
Cornerstone Management, Inc. 660.01%0.01%0.02%Q4 2021Q1 20236
ISTHMUS PARTNERS, LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Silicon Hills Wealth Management, LLC 660.23%1.28%5.84%Q4 2019Q1 20216
ROCKLAND TRUST CO 660.03%0.04%0.06%Q4 2021Q1 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Sharkey, Howes & Javer 510.15%0.40%1.44%Q1 2019Q3 20236
Longer Investments Inc. 660.21%0.42%0.67%Q4 2013Q1 20156
D. SCOTT NEAL, INC. 660.00%0.11%0.18%Q4 2016Q1 20186
IHT Wealth Management, LLC 660.08%0.13%0.30%Q2 2017Q3 20186
Bernardo Wealth Planning LLC 660.17%0.27%0.31%Q4 2018Q1 20206
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Goodwin Investment Advisory 550.01%0.03%0.05%Q2 2021Q2 20225
Stadion Money Management, LLC 550.30%1.03%2.17%Q3 2016Q3 20175
Clearstead Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2016Q3 20235
Kore Private Wealth LLC 550.05%0.21%0.48%Q3 2021Q3 20225
Financial Architects, Inc 550.09%0.11%0.13%Q3 2015Q3 20165
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Pure Financial Advisors, LLC 550.04%0.11%0.13%Q4 2018Q4 20195
Retirement Planning Group, LLC 550.08%0.08%0.09%Q4 2018Q4 20195
PRENTISS SMITH & CO INC 550.01%0.02%0.03%Q1 2014Q1 20155
MONEY CONCEPTS CAPITAL CORP 410.02%0.34%0.66%Q1 2022Q3 20235
AlphaCore Capital LLC 550.23%0.36%0.47%Q2 2021Q2 20225
UMB Bank, n.a. 550.02%0.03%0.03%Q4 2021Q4 20225
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Compass Wealth Management LLC 550.00%0.11%0.28%Q4 2022Q4 20235
Curi Wealth Management, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Valeo Financial Advisors, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Marietta Wealth Management, LLC 550.15%0.20%0.34%Q4 2018Q4 20195
TCI Wealth Advisors, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
Hartford Financial Management Inc. 310.01%0.02%0.02%Q1 2017Q4 20185
Western Wealth Management, LLC 310.03%0.04%0.05%Q2 2021Q3 20235
Allred Capital Management, LLC 550.24%0.33%0.47%Q1 2021Q1 20225
Stearns Financial Services Group 320.01%0.02%0.03%Q4 2018Q1 20205
Covenant Multifamily Offices, LLC 550.08%0.09%0.10%Q2 2019Q2 20205
SEI INVESTMENTS CO 410.00%0.00%0.00%Q1 2017Q2 20185
Atlantic Union Bankshares Corp 410.02%0.02%0.03%Q4 2019Q3 20215
Mach-1 Financial Group, LLC 550.04%1.20%2.48%Q3 2022Q3 20235
Bison Wealth, LLC 210.03%0.18%0.71%Q4 2014Q1 20225
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q1 2016Q4 20164
A. D. Beadell Investment Counsel, Inc. 440.33%0.34%0.35%Q3 2021Q2 20224
NewEdge Advisors, LLC 440.02%0.06%0.08%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 440.08%0.12%0.15%Q1 2019Q4 20194
Cetera Investment Advisers 440.00%0.01%0.01%Q4 2022Q3 20234
Baird Financial Group, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.01%0.01%0.02%Q2 2019Q1 20204
Coston, McIsaac & Partners 440.02%0.02%0.02%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 440.04%0.06%0.07%Q4 2020Q3 20214
Capital One Investing, Inc. 440.10%0.19%0.24%Q4 2018Q3 20194
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Bragg Financial Advisors, Inc 440.05%0.05%0.05%Q4 2022Q3 20234
RONALD BLUE & CO LLC 440.02%0.02%0.02%Q4 2014Q3 20154
PFS INVESTMENTS INC. 441.65%1.68%1.72%Q4 2017Q3 20184
Spectrum Management Group, LLC 440.01%0.01%0.01%Q1 2015Q4 20154
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q4 2013Q2 20164
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MBA Advisors LLC 440.13%0.21%0.30%Q2 2021Q1 20224
STIFEL FINANCIAL CORP 310.00%0.00%0.00%Q4 2021Q3 20234
KHP Capital, LLC 440.38%0.41%0.44%Q4 2017Q3 20184
Sage Mountain Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 443.16%3.49%3.73%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 440.11%0.12%0.13%Q2 2013Q1 20144
Mill Creek Capital Advisors, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.16%0.19%0.22%Q4 2022Q3 20234
Equitable Holdings, Inc. 310.01%0.02%0.05%Q3 2020Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.00%0.00%0.00%Q1 2020Q4 20204
QUADRANT CAPITAL GROUP LLC 310.00%0.00%0.00%Q4 2021Q4 20224
PATTEN & PATTEN INC/TN 440.02%0.04%0.05%Q4 2019Q3 20204
TODD ASSET MANAGEMENT LLC 110.00%0.01%0.03%Q3 2019Q4 20213
PRW Wealth Management LLC 330.13%0.18%0.23%Q4 2022Q2 20233
COLTON GROOME FINANCIAL ADVISORS, LLC 331.08%2.45%3.71%Q2 2019Q4 20193
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q1 2022Q3 20223
Synergy Asset Management, LLC 330.06%0.07%0.09%Q2 2022Q4 20223
Argentus Capital Management, LLC 330.00%0.06%0.09%Q1 2016Q3 20163
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.03%0.08%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
TimeScale Financial, Inc. 210.01%0.01%0.01%Q2 2019Q3 20203
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
RVW Wealth, LLC 110.00%0.01%0.02%Q2 2021Q3 20233
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q2 2017Q4 20173
BTC Capital Management, Inc. 330.25%0.26%0.26%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20213
RE Dickinson Investment Advisors, LLC 330.00%0.01%0.02%Q4 2021Q2 20223
JOHNSON INVESTMENT COUNSEL INC 330.00%0.00%0.00%Q2 2022Q4 20223
GPS Wealth Strategies Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
QP WEALTH MANAGEMENT, LLC 210.48%1.20%2.62%Q2 2022Q1 20233
Tyler-Stone Wealth Management 330.16%0.16%0.17%Q4 2021Q2 20223
CENTRAL TRUST Co 210.00%0.00%0.01%Q2 2019Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Evercore Wealth Management, LLC 210.00%0.01%0.01%Q3 2015Q3 20163
BROWN ADVISORY INC 330.00%0.00%0.00%Q2 2019Q4 20193
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q2 2021Q4 20213
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Flagship Private Wealth, LLC 330.08%0.09%0.09%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Level Financial Advisors 210.00%0.00%0.00%Q4 2021Q4 20223
First Pacific Financial 210.05%0.07%0.11%Q2 2022Q3 20233
Clear Perspective Advisors, LLC 330.12%0.13%0.13%Q2 2021Q4 20213
FSM Wealth Advisors, LLC 330.12%0.12%0.14%Q1 2023Q3 20233
Concord Wealth Partners 210.00%0.03%0.07%Q4 2020Q1 20223
Private Vista, LLC 330.06%0.07%0.09%Q3 2017Q1 20183
NATIONAL INVESTMENT SERVICES INC /WI 331.54%1.93%2.18%Q2 2013Q4 20133
FIRST NATIONAL TRUST CO 330.01%0.01%0.01%Q4 2022Q2 20233
Executive Wealth Management, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.12%0.13%0.13%Q4 2019Q1 20202
Verition Fund Management LLC 110.01%0.03%0.05%Q2 2016Q3 20192
Private Ocean, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
TOWNSQUARE CAPITAL LLC 220.08%0.08%0.09%Q3 2019Q4 20192
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q1 20202
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
Jane Street Holding, LLC 220.01%0.04%0.06%Q3 2013Q4 20132
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
B. Riley Financial, Inc. 220.06%0.12%0.18%Q3 2017Q4 20172
Savant Capital, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.00%0.00%0.00%Q2 2017Q3 20172
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
PATHSTONE FAMILY OFFICE, LLC 222.09%2.86%3.64%Q1 2020Q2 20202
First Allied Advisory Services, Inc. 110.00%0.00%0.01%Q4 2017Q3 20182
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
Parallel Advisors, LLC 110.00%0.01%0.01%Q3 2020Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.07%0.12%0.16%Q1 2022Q2 20222
Capital International Investors 110.00%0.00%0.00%Q1 2020Q4 20212
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2020Q1 20232
Squar Milner Financial Services LLC 220.24%0.26%0.28%Q4 2019Q1 20202
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aspire Private Capital, LLC 110.00%0.00%0.01%Q4 2018Q3 20232
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Lion Street Advisors, LLC 110.08%0.11%0.15%Q1 2023Q3 20232
CAPITAL ONE FINANCIAL CORP 220.04%0.05%0.05%Q1 2020Q2 20202
3EDGE Asset Management, LP 225.64%6.19%6.74%Q4 2019Q1 20202
ORSER CAPITAL MANAGEMENT, LLC 220.45%0.74%1.04%Q1 2021Q2 20212
Farther Finance Advisors, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q1 2016Q2 20162
Continuum Advisory, LLC 220.14%0.17%0.19%Q4 2019Q1 20202
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
Simplicity Wealth,LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Heritage Wealth Advisors 220.00%0.00%0.00%Q1 2023Q2 20232
Cypress Capital Management LLC (WY) 220.01%0.01%0.01%Q3 2021Q4 20212
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FIRST MERCHANTS CORP 220.92%0.95%0.97%Q2 2013Q3 20132
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q4 2022Q3 20232
Prospera Financial Services Inc 110.00%0.01%0.02%Q3 2020Q1 20222
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Geneva Advisors, LLC 220.01%0.01%0.01%Q1 2017Q2 20172
55I, LLC 110.36%0.36%0.36%Q1 2019Q1 20191
Reby Advisors, LLC 119.74%9.74%9.74%Q4 2020Q4 20201
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CHASE INVESTMENT COUNSEL CORP 111.70%1.70%1.70%Q1 2021Q1 20211
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Visionary Wealth Advisors 110.05%0.05%0.05%Q1 2020Q1 20201
Legacy Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
PIERSHALE FINANCIAL GROUP, INC. 110.06%0.06%0.06%Q3 2013Q3 20131
Ironsides Asset Advisors, LLC 115.81%5.81%5.81%Q2 2020Q2 20201
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
STRATEGIC CAPITAL ADVISERS, INC. 110.02%0.02%0.02%Q3 2019Q3 20191
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SAXON INTERESTS, INC. 110.13%0.13%0.13%Q2 2022Q2 20221
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
CAHABA WEALTH MANAGEMENT, INC. 110.07%0.07%0.07%Q4 2018Q4 20181
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2017Q3 20171
Hilltop Holdings Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
Quent Capital, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.14%0.14%0.14%Q4 2019Q4 20191
SECURITY NATIONAL BANK OF SO DAK 110.30%0.30%0.30%Q2 2021Q2 20211
MARINO, STRAM & ASSOCIATES LLC 110.11%0.11%0.11%Q1 2019Q1 20191
SevenBridge Financial Group, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Faithward Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Lowe Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
Risk Paradigm Group, LLC 110.27%0.27%0.27%Q4 2017Q4 20171
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Advisor Resource Council 110.45%0.45%0.45%Q2 2022Q2 20221
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MATRIX PRIVATE CAPITAL GROUP LLC 110.13%0.13%0.13%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arbor Wealth Management, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SG Americas Securities, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
LITTLE HOUSE CAPITAL LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
MCMILLION CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
Belvedere Advisors LLC 111.04%1.04%1.04%Q1 2019Q1 20191
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
RFG Advisory, LLC 110.21%0.21%0.21%Q2 2015Q2 20151
ATTICUS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Sandy Spring Bank 110.00%0.00%0.00%Q1 2016Q1 20161
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Seven Springs Wealth Group, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Allworth Financial LP 110.00%0.00%0.00%Q2 2019Q2 20191
Baker Avenue Asset Management, LP 110.02%0.02%0.02%Q4 2018Q4 20181
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Trexquant Investment LP 110.04%0.04%0.04%Q1 2020Q1 20201
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Pillar Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
BIP Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2022Q3 20221
Spire Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Retirement Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Argent Wealth Management LLC 110.18%0.18%0.18%Q4 2019Q4 20191
CIBC BANK USA 110.03%0.03%0.03%Q3 2017Q3 20171
Oak Asset Management, LLC 112.15%2.15%2.15%Q2 2022Q2 20221
BADGLEY PHELPS & BELL INC 110.02%0.02%0.02%Q4 2016Q4 20161
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
WFA Asset Management Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2016Q4 20161
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2016Q1 20161
JDM Financial Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Ritter Daniher Financial Advisory LLC / DE 110.01%0.01%0.01%Q2 2022Q2 20221
Kure Advisory, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Consulate Inc. 116.06%6.06%6.06%Q2 2021Q2 20211
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Intercontinental Wealth Advisors, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
External links

This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.