SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
COMMERCE BANK 43430.07%0.37%0.82%Q1 2013Q3 202343
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%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
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
GFS Advisors, LLC 42420.00%0.14%0.30%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.02%0.12%0.46%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.04%0.25%0.72%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.03%0.12%Q2 2013Q3 202342
Carlson Capital Management 42420.12%1.63%2.37%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.07%0.23%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.15%0.42%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
ASSETMARK, INC 41410.07%0.24%0.44%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.12%Q2 2013Q3 202341
Creative Planning 2480.00%0.02%0.07%Q2 2013Q3 202340
CULLEN/FROST BANKERS, INC. 40400.01%0.09%0.34%Q4 2013Q3 202340
One Capital Management, LLC 39390.03%0.16%0.55%Q1 2014Q3 202339
GOLDMAN SACHS GROUP INC 2810.00%0.00%0.00%Q2 2012Q2 202339
First Horizon Advisors, Inc. 3440.00%0.09%0.26%Q3 2013Q1 202338
BLAIR WILLIAM & CO/IL 38380.00%0.00%0.01%Q2 2014Q3 202338
TCI Wealth Advisors, Inc. 3030.04%0.24%0.59%Q1 2014Q3 202337
Capital Directions Investment Advisors, LLC 2020.02%0.07%0.23%Q2 2013Q4 202236
AllSquare Wealth Management LLC 36360.01%0.01%0.03%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1320.00%0.00%0.01%Q2 2013Q3 202336
MAI Capital Management 36360.02%0.04%0.06%Q4 2014Q3 202336
FIFTH THIRD BANCORP 36360.00%0.00%0.00%Q2 2014Q1 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Transamerica Financial Advisors, Inc. 2960.00%0.44%0.94%Q2 2013Q3 202335
REGENTATLANTIC CAPITAL LLC 20140.01%0.10%0.27%Q2 2013Q4 202134
Savant Capital, LLC 2710.05%0.43%1.83%Q2 2013Q3 202334
ELM ADVISORS, LLC 34340.30%0.39%0.52%Q4 2013Q1 202234
Cranbrook Wealth Management, LLC 3210.01%0.01%0.02%Q4 2013Q3 202233
Paradigm Financial Advisors, LLC 32320.06%0.17%0.36%Q1 2014Q4 202132
MASSMUTUAL TRUST CO FSB/ADV 2310.00%0.13%0.85%Q3 2014Q2 202230
GLENMEDE TRUST CO NA 2020.00%0.00%0.00%Q3 2014Q3 202330
COMERICA BANK 2910.00%0.05%0.09%Q2 2013Q3 202330
Efficient Advisors, LLC 29290.06%0.30%0.59%Q3 2016Q3 202329
NORTHERN TRUST CORP 2410.00%0.00%0.00%Q2 2014Q3 202329
JANE STREET GROUP, LLC 1010.00%0.01%0.06%Q2 2014Q3 202329
Capital Advisors, Ltd. LLC 1510.01%0.02%0.03%Q4 2013Q3 202329
Franklin, Parlapiano, Turner & Welch, LLC 29290.09%0.16%0.27%Q4 2012Q4 201929
Tortoise Investment Management, LLC 29290.01%0.02%0.04%Q4 2012Q4 201929
Parallel Advisors, LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
Baystate Wealth Management LLC 27270.98%3.95%6.68%Q1 2017Q3 202327
First Command Bank 27270.00%0.00%0.00%Q4 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
BROWN ADVISORY INC 27270.00%0.00%0.00%Q2 2013Q4 201927
CONDOR CAPITAL MANAGEMENT 27270.20%0.26%0.37%Q2 2013Q4 201927
IFP Advisors, Inc 1110.00%0.01%0.02%Q4 2015Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.00%0.01%0.08%Q2 2013Q4 201927
First Command Financial Services, Inc. 27270.00%0.00%0.00%Q4 2016Q2 202327
Rinet Co LLC 26260.29%0.99%2.04%Q2 2015Q3 202126
Raymond James Financial Services Advisors, Inc. 1620.00%0.00%0.01%Q2 2016Q3 202326
SUNTRUST BANKS INC 25250.00%0.00%0.01%Q3 2013Q3 201925
Asset Dedication, LLC 2410.01%0.06%0.12%Q4 2015Q3 202325
JMG Financial Group, Ltd. 1210.01%0.06%0.15%Q2 2013Q1 202225
Keel Point, LLC 25250.07%0.25%0.66%Q3 2017Q3 202325
Capital Analysts, LLC 2020.00%0.01%0.03%Q4 2012Q3 202324
Boston Standard Wealth Management, LLC 2220.07%0.35%0.89%Q4 2017Q4 202324
Valmark Advisers, Inc. 24240.02%0.03%0.03%Q4 2017Q3 202324
HighTower Advisors, LLC 1590.00%0.02%0.05%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Larson Financial Group LLC 24240.07%3.39%8.51%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.02%Q4 2017Q3 202324
Avior Wealth Management, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
SIGNET FINANCIAL MANAGEMENT, LLC 23230.04%0.19%0.50%Q1 2018Q3 202323
Global Retirement Partners, LLC 1060.00%0.01%0.05%Q4 2016Q3 202323
Moisand Fitzgerald Tamayo, LLC 23230.04%0.36%0.63%Q1 2018Q3 202323
MML INVESTORS SERVICES, LLC 12110.00%0.04%0.60%Q2 2017Q3 202323
Pinnacle Wealth Planning Services, Inc. 23230.09%0.41%0.96%Q1 2018Q3 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22220.01%0.18%0.52%Q2 2018Q3 202322
Pure Financial Advisors, LLC 22220.10%0.61%1.45%Q3 2018Q4 202322
Probity Advisors, Inc. 1220.12%0.32%0.62%Q4 2017Q3 202322
FINANCIAL CONSULATE, INC 1930.13%0.21%0.32%Q1 2018Q3 202322
Evanson Asset Management, LLC 22220.05%0.11%0.23%Q4 2013Q1 201922
Accredited Investors Inc. 1570.07%1.16%3.31%Q3 2016Q3 202322
Brand Asset Management Group, Inc. 22220.23%0.42%0.79%Q2 2018Q3 202322
RFG Advisory, LLC 1930.05%0.09%0.14%Q1 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 12100.00%0.01%0.02%Q3 2017Q1 202322
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q2 2013Q3 202322
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Financial Architects, Inc 1740.01%0.01%0.05%Q3 2014Q1 202021
AE Wealth Management LLC 1710.01%0.02%0.04%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Mosaic Financial Partners, Inc. 21211.40%1.78%2.53%Q2 2013Q2 201821
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Baird Financial Group, Inc. 1740.00%0.01%0.03%Q2 2015Q3 202321
Outlook Wealth Advisors, LLC 20200.12%0.21%0.89%Q4 2018Q3 202320
Arete Wealth Advisors, LLC 1820.04%0.07%0.12%Q2 2018Q2 202320
Stonehearth Capital Management, LLC 20200.13%0.48%0.69%Q2 2018Q1 202320
Private Ocean, LLC 20200.08%0.26%0.53%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
WHITTIER TRUST CO OF NEVADA INC 20200.00%0.00%0.01%Q4 2014Q3 201920
Resource Planning Group 20200.62%1.08%1.97%Q4 2018Q3 202320
Citadel Advisors 810.00%0.00%0.00%Q3 2015Q2 202320
MANAGED ACCOUNT SERVICES INC 20200.09%0.96%1.67%Q4 2016Q3 202120
Aspire Private Capital, LLC 20200.64%0.82%1.14%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
SEGALL BRYANT & HAMILL, LLC 1410.00%0.02%0.06%Q2 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.06%0.11%0.20%Q4 2018Q3 202320
BUCKINGHAM STRATEGIC WEALTH, LLC 910.00%0.03%0.07%Q1 2017Q3 202319
Strategic Investment Advisors / MI 1540.03%0.10%0.23%Q4 2018Q3 202319
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1540.00%0.00%0.00%Q2 2013Q3 202219
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.01%0.02%Q4 2015Q2 202019
NICOLET ADVISORY SERVICES, LLC 19190.04%0.61%1.94%Q1 2019Q3 202319
Chesley Taft & Associates LLC 1630.07%0.10%0.12%Q2 2013Q3 201919
PITCAIRN CO 1710.03%0.35%1.25%Q4 2014Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q3 2013Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CWM, LLC 1010.00%0.00%0.00%Q1 2017Q3 202319
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q3 2014Q3 202318
GRIMES & COMPANY, INC. 18180.01%0.03%0.06%Q1 2018Q2 202218
FIRST NATIONAL CORP /MA/ /ADV 940.05%0.07%0.10%Q4 2018Q3 202318
Wealthcare Advisory Partners LLC 1110.00%0.04%0.30%Q4 2016Q3 202318
Checchi Capital Advisers, LLC 720.02%0.05%0.18%Q4 2013Q3 202118
IndexIQ Advisors LLC 18180.00%0.09%0.26%Q1 2015Q2 201918
ARGI Investment Services, LLC 17170.06%0.19%0.31%Q4 2018Q4 202217
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
Cerity Partners LLC 17170.00%0.01%0.03%Q3 2019Q3 202317
BESSEMER GROUP INC 810.00%0.16%0.61%Q2 2013Q3 202217
PARK AVENUE SECURITIES LLC 17170.01%0.04%0.07%Q3 2019Q3 202317
LMCG INVESTMENTS, LLC 1070.09%0.18%0.30%Q2 2013Q3 202317
M&T BANK CORP 740.00%0.00%0.01%Q3 2014Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Bay Harbor Wealth Management, LLC 17170.01%0.13%0.35%Q4 2018Q4 202217
Aveo Capital Partners, LLC 1110.08%0.10%0.14%Q1 2019Q3 202317
BlackRock Inc. 1410.00%0.00%0.00%Q4 2015Q3 202217
Valtinson Bruner Financial Planning LLC 17170.16%0.30%0.62%Q3 2019Q3 202317
Weil Company, Inc. 17170.14%0.26%0.52%Q3 2019Q3 202317
Csenge Advisory Group 17170.03%0.05%0.09%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.02%0.03%Q1 2018Q1 202217
Janney Montgomery Scott LLC 910.00%0.00%0.01%Q4 2014Q3 202316
Continuum Advisory, LLC 730.04%0.22%0.61%Q1 2017Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.06%Q4 2019Q3 202316
GeoWealth Management, LLC 1510.06%0.13%0.22%Q3 2019Q3 202316
STIFEL FINANCIAL CORP 1150.00%0.02%0.03%Q4 2015Q1 202016
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.00%0.01%0.02%Q3 2017Q2 202116
Patriot Financial Group Insurance Agency, LLC 16160.00%0.01%0.03%Q3 2018Q2 202216
Archer Investment Corp 1230.00%0.00%0.00%Q4 2018Q3 202315
Corrigan Financial, Inc. 15152.55%3.91%5.57%Q1 2020Q3 202315
SMITH, MOORE & CO. 15150.11%0.14%0.18%Q1 2020Q3 202315
MISSION WEALTH MANAGEMENT, LP 15150.02%0.03%0.08%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 1050.00%0.00%0.01%Q2 2013Q1 202115
N.E.W. Advisory Services LLC 1411.61%2.31%2.96%Q4 2019Q3 202315
Allworth Financial LP 15150.00%0.00%0.00%Q1 2020Q3 202315
Key FInancial Inc 15150.10%0.20%0.33%Q1 2020Q3 202315
Walkner Condon Financial Advisors LLC 870.12%0.67%1.87%Q4 2019Q3 202315
CreativeOne Wealth, LLC 1410.02%0.04%0.06%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 15150.01%0.01%0.02%Q1 2017Q3 202015
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
TOBIAS FINANCIAL ADVISORS, INC. 870.24%0.75%1.48%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1410.04%0.08%0.19%Q4 2019Q3 202315
3D ASSET MANAGEMENT, INC 1140.08%0.12%0.17%Q3 2016Q3 202015
Simplicity Solutions, LLC 810.01%0.06%0.21%Q4 2018Q3 202315
Wealthspire Advisors, L.P. 14140.00%0.01%0.01%Q4 2015Q1 201914
Global Financial Private Capital, Inc 14140.25%0.43%0.52%Q1 2017Q2 202014
IHT Wealth Management, LLC 14140.02%0.06%0.15%Q2 2020Q3 202314
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 710.01%0.03%0.05%Q2 2013Q3 201814
MSI Financial Services Inc 860.00%0.03%0.08%Q2 2013Q4 201614
Sandy Spring Bank 14140.00%0.00%0.00%Q4 2013Q1 201714
CENTRAL TRUST Co 630.00%0.00%0.00%Q1 2017Q4 202114
FLOW TRADERS U.S. LLC 410.01%0.09%0.35%Q2 2016Q3 202314
SEI INVESTMENTS CO 810.00%0.00%0.00%Q2 2015Q1 201914
Gradient Investments LLC 1310.00%0.00%0.00%Q3 2016Q3 202314
WELLINGTON MANAGEMENT GROUP LLP 1210.00%0.00%0.00%Q1 2016Q3 202313
Simmons Bank 13130.03%0.32%0.61%Q1 2020Q1 202313
Johnson Financial Group, Inc. 760.00%0.00%0.00%Q2 2014Q1 202213
Edmonds Duncan Registered Investment Advisors, LLC 13130.06%0.15%0.21%Q4 2018Q4 202113
WP Advisors, LLC 13132.17%3.10%4.20%Q4 2016Q4 201913
Financial Strategies Group, Inc. 13130.54%0.59%0.64%Q4 2019Q4 202213
KWMG, LLC 940.00%0.18%0.36%Q4 2014Q1 201913
Faithward Advisors, LLC 13130.01%0.01%0.02%Q4 2019Q4 202213
Bellecapital International Ltd. 711.80%3.15%4.94%Q2 2016Q1 202013
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.05%0.22%0.53%Q3 2020Q3 202313
West Coast Financial LLC 760.04%0.12%0.23%Q2 2013Q2 202213
Harbour Capital Advisors, LLC 910.10%0.16%0.25%Q3 2013Q1 201713
DENVER INVESTMENT ADVISORS LLC 13130.06%0.11%0.20%Q1 2015Q1 201813
Brinker Capital Investments, LLC 1120.00%0.01%0.01%Q3 2019Q4 202213
Annapolis Financial Services, LLC 12121.28%1.65%2.12%Q4 2020Q3 202312
USAdvisors Wealth Management, LLC 12120.19%0.45%0.56%Q4 2020Q3 202312
DUBUQUE BANK & TRUST CO 930.00%0.03%0.05%Q1 2014Q4 201812
Stratos Wealth Partners, LTD. 910.00%0.01%0.02%Q4 2017Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.11%0.21%0.30%Q4 2020Q3 202312
StrategIQ Financial Group, LLC 12120.05%0.55%0.84%Q4 2017Q3 202012
Truadvice, LLC 12120.10%0.20%0.39%Q3 2020Q2 202312
NEXT Financial Group, Inc 610.00%0.00%0.00%Q2 2017Q4 202112
COREPATH WEALTH PARTNERS LLC 12120.20%0.29%0.45%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.03%0.05%0.09%Q4 2020Q3 202312
Premise Capital, LLC 1020.35%2.89%10.78%Q2 2017Q2 202012
BARCLAYS PLC 1010.00%0.01%0.02%Q2 2013Q2 202112
Prestige Wealth Management Group LLC 12120.00%0.05%0.15%Q4 2018Q3 202112
ECLECTIC ASSOCIATES INC /ADV 12120.21%0.42%0.72%Q4 2020Q3 202312
DAVIDSON & GARRARD INC 12120.12%0.26%0.32%Q3 2013Q2 201612
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.31%0.36%0.49%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.00%0.11%0.17%Q4 2020Q3 202312
Hefren-Tillotson, Inc. 12120.02%0.24%0.36%Q3 2015Q2 201812
Capital Asset Advisory Services LLC 12120.01%0.02%0.04%Q4 2019Q3 202212
Sage Mountain Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Vectors Research Management, LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
Advisory Services Network, LLC 510.00%0.00%0.01%Q1 2016Q1 202311
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
Cetera Investment Advisers 740.00%0.01%0.01%Q4 2020Q3 202311
OLD MISSION CAPITAL LLC 310.02%0.05%0.13%Q1 2015Q3 202311
Horan Securities, Inc. 740.01%0.03%0.06%Q3 2020Q2 202311
AT Bancorp 11110.07%0.08%0.10%Q2 2013Q4 201511
Crewe Advisors LLC 1010.00%0.06%0.14%Q4 2017Q3 202311
Advisory Alpha, LLC 1010.00%1.98%3.02%Q4 2017Q3 202011
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERIPRISE FINANCIAL INC 650.00%0.00%0.00%Q2 2013Q3 201711
Orion Portfolio Solutions, LLC 830.00%0.01%0.02%Q4 2019Q3 202311
CT Financial Advisors LLC 1010.01%0.01%0.02%Q1 2014Q1 201711
Atria Investments, Inc 11110.03%0.05%0.11%Q3 2017Q1 202011
Emery Howard Portfolio Management, Inc. 710.05%0.25%0.40%Q2 2013Q3 201711
Bellwether Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
HHM Wealth Advisors, LLC 10100.00%0.00%0.01%Q1 2020Q2 202210
RAYMOND JAMES & ASSOCIATES 320.00%0.00%0.00%Q3 2013Q3 202310
SVB WEALTH LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
ENTERPRISE FINANCIAL SERVICES CORP 10100.00%0.04%0.07%Q1 2019Q2 202110
GREAT VALLEY ADVISOR GROUP, INC. 10100.02%0.03%0.04%Q2 2021Q3 202310
Strategic Wealth Partners, Ltd. 10100.01%0.54%0.75%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.06%Q1 2021Q3 202310
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.01%0.10%0.13%Q4 2017Q1 202010
Syverson Strege & Co 10100.01%0.16%0.72%Q4 2020Q1 202310
Sowell Financial Services LLC 720.00%0.01%0.04%Q4 2018Q1 20219
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.02%Q2 2013Q2 20159
McNamara Financial Services, Inc. 990.08%0.14%0.24%Q2 2021Q2 20239
Private Advisor Group, LLC 410.00%0.00%0.01%Q3 2014Q3 20239
Castleview Partners, LLC 810.01%0.05%0.23%Q2 2021Q3 20239
Provident Wealth Management, LLC 990.58%1.09%1.67%Q1 2021Q1 20239
People's United Financial, Inc. 990.03%0.06%0.08%Q1 2020Q1 20229
AMERICAN INTERNATIONAL GROUP, INC. 630.00%0.00%0.00%Q4 2013Q1 20169
FCG ADVISORS, LLC 720.10%0.19%0.39%Q2 2013Q3 20159
HIGH POINT BANK & TRUST CO 990.00%0.00%0.00%Q2 2013Q2 20159
Symmetry Partners, LLC 990.17%0.42%1.04%Q4 2016Q4 20189
Merriman Wealth Management, LLC 510.23%1.23%3.75%Q3 2013Q4 20219
Advisor OS, LLC 510.10%0.20%0.38%Q2 2020Q3 20239
BBVA USA Bancshares, Inc. 810.00%0.14%0.19%Q2 2013Q4 20199
Professional Financial Advisors, LLC 990.02%0.03%0.03%Q3 2020Q3 20229
Paracle Advisors, LLC 990.06%0.07%0.08%Q1 2019Q1 20219
Apella Capital, LLC 710.01%0.05%0.12%Q2 2021Q4 20239
Integrated Investment Consultants, LLC 710.02%0.02%0.02%Q1 2016Q1 20188
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 610.00%0.01%0.02%Q2 2017Q4 20198
CREATIVE FINANCIAL DESIGNS INC /ADV 710.00%0.09%0.20%Q1 2019Q3 20238
CIBC WORLD MARKET INC. 410.00%0.00%0.00%Q3 2017Q4 20218
Raleigh Capital Management Inc. 880.21%0.30%0.53%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.61%0.71%0.82%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 882.99%3.43%4.28%Q4 2021Q3 20238
Eagle Bluffs Wealth Management LLC 881.85%2.15%2.57%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.02%0.03%0.04%Q1 2014Q4 20158
NatWest Group plc 620.00%0.01%0.02%Q2 2013Q2 20158
Commonwealth Equity Services, Inc 620.00%0.00%0.00%Q1 2015Q3 20178
Trilogy Capital Inc. 510.00%0.03%0.08%Q2 2018Q3 20238
Advance Capital Management, Inc. 880.03%0.19%0.99%Q4 2021Q3 20238
Quent Capital, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
TOMPKINS FINANCIAL CORP 880.01%0.01%0.01%Q1 2022Q4 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.01%0.01%Q2 2013Q1 20158
Upper Left Wealth Management, LLC 881.05%1.29%1.70%Q4 2021Q3 20238
Ascent Group, LLC 880.08%0.12%0.16%Q4 2021Q3 20238
TIAA, FSB 880.00%0.03%0.05%Q3 2021Q2 20238
MARYLAND CAPITAL ADVISORS INC. 880.01%0.01%0.01%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2016Q3 20188
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.05%Q1 2021Q4 20227
Nicholas Hoffman & Company, LLC. 770.02%0.08%0.16%Q1 2021Q3 20227
FRANKLIN RESOURCES INC 610.00%0.00%0.00%Q4 2018Q1 20217
AlphaStar Capital Management, LLC 520.11%0.36%0.72%Q1 2018Q2 20207
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.34%0.43%0.53%Q4 2015Q2 20177
WealthTrust Fairport, LLC 430.00%0.00%0.00%Q2 2013Q3 20187
Financial Enhancement Group LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Landmark Wealth Management, LLC 770.17%0.24%0.36%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.02%0.02%0.02%Q2 2020Q4 20217
Newbridge Financial Services Group, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
AXXCESS WEALTH MANAGEMENT, LLC 520.02%0.02%0.03%Q4 2021Q3 20237
Clear Perspective Advisors, LLC 770.04%0.06%0.08%Q4 2016Q2 20187
Lattice Strategies LLC 770.68%0.99%1.24%Q2 2013Q4 20147
Private Capital Group, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Perigon Wealth Management, LLC 520.01%0.02%0.02%Q4 2017Q4 20217
Stadion Money Management, LLC 510.04%0.24%0.44%Q3 2013Q3 20177
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.01%0.01%Q4 2017Q2 20197
CAHILL FINANCIAL ADVISORS INC 770.05%0.07%0.14%Q4 2020Q2 20227
WESTPORT RESOURCES MANAGEMENT INC 770.00%0.00%0.00%Q3 2013Q1 20157
Virtu KCG Holdings LLC 410.00%0.01%0.02%Q3 2013Q4 20167
NORTHWEST WEALTH MANAGEMENT, LLC 520.00%0.05%0.11%Q1 2018Q1 20227
Rockefeller Capital Management L.P. 310.00%0.00%0.00%Q2 2021Q3 20237
Landmark Bank 771.35%3.52%4.07%Q2 2018Q4 20197
Geneos Wealth Management Inc. 610.00%0.06%0.37%Q1 2016Q1 20217
Covestor Ltd 520.00%0.00%0.01%Q4 2021Q3 20237
ATWOOD & PALMER INC 520.00%0.00%0.00%Q3 2016Q2 20227
INTRUST BANK NA 770.11%0.15%0.18%Q2 2013Q4 20147
Syntal Capital Partners, LLC 770.02%0.04%0.06%Q1 2014Q3 20157
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
TPG Financial Advisors, LLC 660.69%0.83%0.97%Q4 2018Q1 20206
BAKER TILLY WEALTH MANAGEMENT, LLC 420.02%0.03%0.04%Q4 2021Q3 20236
JUNCTURE WEALTH STRATEGIES, LLC 660.18%0.31%0.40%Q1 2018Q2 20196
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
McAdam, LLC 330.04%0.14%0.20%Q1 2022Q3 20236
PSI Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.18%0.22%0.30%Q2 2022Q3 20236
MATHER GROUP, LLC. 660.02%0.03%0.05%Q2 2022Q3 20236
NATIONAL BANK OF CANADA /FI/ 660.00%0.00%0.00%Q4 2021Q1 20236
WOLFF WIESE MAGANA LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Ameritas Investment Company, LLC 410.00%0.04%0.10%Q4 2018Q1 20216
RMB Capital Management, LLC 660.02%0.06%0.07%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
WASHINGTON TRUST BANK 210.02%0.95%4.31%Q4 2014Q1 20196
Cardan Capital Partners, LLC 410.03%2.65%3.39%Q2 2016Q1 20216
Dalton Investments LLC 660.05%0.06%0.07%Q2 2013Q3 20146
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q3 2013Q1 20226
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q4 2020Q1 20226
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q4 2021Q3 20236
Hoover Financial Advisors, Inc. 510.04%0.06%0.11%Q4 2019Q2 20216
OneDigital Investment Advisors LLC 310.00%0.00%0.01%Q2 2017Q1 20226
Argentus Capital Management, LLC 660.00%0.02%0.12%Q2 2015Q3 20166
WFG Advisors, LP 510.00%0.00%0.00%Q2 2013Q4 20146
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q1 2022Q2 20236
Squar Milner Financial Services LLC 210.02%0.03%0.06%Q2 2018Q1 20205
Stratos Wealth Advisors, LLC 550.02%0.04%0.06%Q4 2020Q4 20215
BRANDES INVESTMENT PARTNERS, LP 110.01%0.04%0.10%Q4 2015Q4 20205
Strategic Asset Management, LLC 550.15%0.17%0.20%Q3 2021Q3 20225
TSFG, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.02%0.06%Q4 2018Q1 20225
Renaissance Technologies 410.00%0.00%0.00%Q1 2018Q4 20225
Apeiron RIA LLC 320.08%0.10%0.13%Q4 2021Q1 20235
Hayden Royal, LLC 210.15%0.19%0.23%Q4 2019Q2 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
TCG Advisors, LP 550.16%0.33%0.58%Q4 2018Q4 20195
FineMark National Bank & Trust 410.00%0.00%0.01%Q2 2013Q3 20145
Omega Financial Group, LLC 410.10%0.14%0.22%Q2 2022Q3 20235
Voya Financial Advisors, Inc. 550.02%0.03%0.03%Q4 2015Q4 20165
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
EVERMAY WEALTH MANAGEMENT LLC 410.12%0.26%0.38%Q1 2014Q2 20155
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
DEUTSCHE BANK AG\ 320.00%0.00%0.00%Q2 2014Q2 20235
Aperio Group, LLC 210.00%0.00%0.00%Q1 2019Q4 20205
Camarda Financial Advisors, LLC 550.01%0.02%0.03%Q1 2016Q1 20175
NewEdge Advisors, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
RIVERSVILLE CAPITAL, INC. 440.53%1.04%2.46%Q2 2013Q1 20144
Mill Creek Capital Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 440.04%0.06%0.08%Q2 2013Q1 20144
Cassaday & Co Wealth Management LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
Sonora Investment Management, LLC 310.00%0.00%0.00%Q1 2019Q3 20214
Wallace Advisory Group, LLC 440.19%0.20%0.20%Q4 2022Q3 20234
FDx Advisors, Inc. 220.01%0.01%0.01%Q4 2015Q4 20164
Next Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Braver Wealth Management, LLC 440.08%0.09%0.10%Q1 2016Q4 20164
Affiance Financial, LLC 310.02%0.24%0.59%Q4 2018Q4 20194
NOESIS CAPITAL MANGEMENT CORP 441.55%1.67%1.75%Q2 2013Q1 20144
Lucia Wealth Services, LLC 440.07%0.25%0.37%Q4 2019Q3 20204
BlackRock Institutional Trust Company, N.A. 310.00%0.00%0.00%Q2 2013Q2 20144
Running Point Capital Advisors, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2013Q1 20194
Avestar Capital, LLC 440.14%0.15%0.16%Q4 2017Q3 20184
Werba Rubin Papier Wealth Management 440.16%0.18%0.21%Q4 2022Q3 20234
CX Institutional 440.27%0.29%0.31%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Belpointe Asset Management LLC 210.00%0.01%0.01%Q4 2019Q1 20234
WEALTHCARE CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2015Q3 20164
VALLEY NATIONAL ADVISERS INC 440.00%0.00%0.00%Q1 2015Q4 20154
Richard W. Paul & Associates, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Savior LLC 440.01%0.01%0.01%Q3 2020Q2 20214
RWA WEALTH PARTNERS, LLC 440.07%0.07%0.07%Q1 2017Q4 20174
Cetera Advisor Networks LLC 310.00%0.02%0.09%Q2 2020Q3 20234
Trust Co 110.00%0.01%0.02%Q3 2015Q1 20214
Montecito Bank & Trust 310.02%0.12%0.16%Q2 2013Q4 20164
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
Smart Money Group LLC 441.06%1.14%1.22%Q1 2018Q4 20184
Virtu Financial LLC 110.02%0.03%0.04%Q3 2017Q3 20234
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q2 2015Q4 20153
Parasol Investment Management, LLC 331.39%1.63%2.01%Q2 2016Q4 20163
Archford Capital Strategies, LLC 330.20%0.21%0.21%Q1 2019Q3 20193
Lake Point Wealth Management 330.01%0.09%0.26%Q4 2018Q2 20193
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
GPS Wealth Strategies Group, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Verition Fund Management LLC 210.03%0.04%0.04%Q2 2013Q3 20143
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
Oakwell Private Wealth Management, LLC 330.16%0.20%0.22%Q4 2020Q2 20213
Partnervest Advisory Services LLC 330.00%0.00%0.00%Q4 2013Q2 20143
DFPG INVESTMENTS, LLC 330.03%0.04%0.05%Q4 2022Q2 20233
Mariner Wealth Advisors-Madison, LLC 330.09%0.09%0.10%Q1 2013Q3 20133
HOWE & RUSLING INC 210.01%0.01%0.01%Q1 2018Q1 20193
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q3 2020Q2 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.03%Q4 2017Q3 20183
IBBOTSON ASSOCIATES INC 331.95%2.50%3.33%Q2 2013Q4 20133
American Financial Network Advisory Services LLC 210.04%0.32%0.89%Q3 2017Q3 20193
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q4 2010Q2 20113
FIRST HORIZON CORP 210.00%0.05%0.16%Q2 2013Q4 20203
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Bridge Advisory, LLC 210.10%0.14%0.20%Q4 2020Q3 20223
FIRST MIDWEST BANK TRUST DIVISION 330.16%0.19%0.23%Q2 2016Q4 20163
Laurel Wealth Planning LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Global Wealth Management Investment Advisory, Inc. 330.00%0.01%0.02%Q4 2018Q2 20193
1834 INVESTMENT ADVISORS CO 330.10%0.10%0.11%Q2 2013Q4 20133
Alerus Investment Advisors Corp 330.12%0.22%0.34%Q2 2013Q4 20133
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.05%Q2 2016Q2 20173
BIP Wealth, LLC 330.19%0.22%0.24%Q1 2023Q3 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q1 2014Q3 20143
SIMON QUICK ADVISORS, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2011Q3 20113
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Plante Moran Financial Advisors, LLC 210.00%0.01%0.03%Q4 2015Q3 20223
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Allegis Investment Advisors, LLC 210.00%0.08%0.15%Q4 2015Q1 20183
Strategic Capital Alternatives LLC 210.01%0.02%0.03%Q3 2014Q3 20153
Rise Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
QCI ASSET MANAGEMENT INC/NY 330.00%0.00%0.00%Q3 2014Q1 20153
Stonebridge Capital Advisors LLC 330.01%0.01%0.01%Q1 2021Q3 20213
ROPES WEALTH ADVISORS LLC 330.00%0.00%0.00%Q3 2016Q1 20173
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Rooted Wealth Advisors, Inc. 221.10%1.11%1.12%Q4 2022Q1 20232
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
KCM INVESTMENT ADVISORS LLC 220.04%0.04%0.05%Q2 2014Q3 20142
Jane Street Holding, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
MUNDER CAPITAL MANAGEMENT 220.01%0.01%0.01%Q2 2013Q3 20132
Institute for Wealth Management, LLC. 220.00%0.01%0.02%Q2 2013Q3 20132
HM PAYSON & CO 220.00%0.00%0.00%Q2 2021Q3 20212
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q4 2022Q1 20232
OneAscent Financial Services LLC 220.08%0.10%0.12%Q2 2022Q3 20222
Ausdal Financial Partners, Inc. 110.00%0.14%0.28%Q4 2015Q3 20202
Cassady Schiller Wealth Management, LLC 110.01%0.02%0.02%Q4 2021Q1 20232
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Executive Wealth Management, LLC 220.32%0.34%0.36%Q4 2020Q1 20212
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q2 2017Q3 20172
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Cresset Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
VisionPoint Advisory Group, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 220.01%0.02%0.02%Q4 2018Q1 20192
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q4 2022Q1 20232
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
CEDAR CAPITAL, LLC 220.38%0.41%0.44%Q2 2021Q3 20212
Stearns Financial Services Group 110.00%0.01%0.01%Q4 2018Q1 20202
AWM CAPITAL, LLC 220.34%0.34%0.34%Q3 2021Q4 20212
TRUEWEALTH LLC 220.01%0.01%0.01%Q1 2020Q2 20202
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q3 2018Q2 20212
Strengthening Families & Communities, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Capital CS Group, LLC 220.35%0.35%0.35%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.03%0.04%Q4 2021Q3 20222
BRYN MAWR TRUST Co 220.30%0.33%0.36%Q2 2023Q3 20232
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q2 2018Q1 20192
Cable Hill Partners, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q3 20232
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20232
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q2 2023Q3 20232
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2019Q3 20232
Rockwood Wealth Management, LLC 220.17%0.18%0.19%Q4 2021Q1 20222
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q3 2014Q1 20152
Sentinus, LLC 220.10%0.15%0.20%Q1 2023Q2 20232
CFS Investment Advisory Services, LLC 110.00%0.04%0.09%Q1 2022Q3 20222
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Strategic Blueprint, LLC 110.00%0.01%0.01%Q3 2019Q2 20212
tru Independence LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MGO Private Wealth, LLC 220.12%0.36%0.60%Q3 2022Q4 20222
Ellis Investment Partners, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Private Portfolio Partners LLC 220.10%0.10%0.10%Q3 2022Q4 20222
Alera Investment Advisors, LLC 220.07%0.09%0.10%Q4 2018Q1 20192
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TimesSquare Capital Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Austin Wealth Management, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q4 2014Q4 20141
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
Bison Wealth, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Virtue Capital Management, LLC 111.65%1.65%1.65%Q4 2019Q4 20191
Weiss Asset Management LP 110.04%0.04%0.04%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q2 2010Q2 20101
PRENTISS SMITH & CO INC 110.00%0.00%0.00%Q1 2018Q1 20181
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pointe Capital Management LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q2 2018Q2 20181
Bridgewater Advisors Inc. 110.40%0.40%0.40%Q2 2014Q2 20141
Bluefin Trading, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Tarbox Family Office, Inc. 110.03%0.03%0.03%Q1 2016Q1 20161
Wealth Management Solutions, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
GENWORTH FINANCIAL INC 110.26%0.26%0.26%Q2 2013Q2 20131
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Advisor Resource Council 110.14%0.14%0.14%Q2 2021Q2 20211
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
First PREMIER Bank 110.00%0.00%0.00%Q4 2018Q4 20181
WealthShield Partners, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
True Link Financial Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Arlington Financial Advisors, LLC 110.83%0.83%0.83%Q4 2018Q4 20181
First Personal Financial Services 110.00%0.00%0.00%Q1 2023Q1 20231
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.18%0.18%0.18%Q4 2016Q4 20161
Portfolio Solutions, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
FundX Investment Group, LLC 112.85%2.85%2.85%Q2 2016Q2 20161
EXENCIAL WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q1 2013Q1 20131
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2014Q2 20141
Covenant Partners, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Cutler Group LLC / CA 110.00%0.00%0.00%Q2 2016Q2 20161
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Activest Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Trutina Financial LLC 110.02%0.02%0.02%Q1 2014Q1 20141
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Price Wealth, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TimeScale Financial, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2019Q2 20191
Evercore Wealth Management, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Lavaca Capital LLC 110.08%0.08%0.08%Q4 2022Q4 20221
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ellevest, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Mutual Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Financial Consulate Inc. 110.20%0.20%0.20%Q2 2021Q2 20211
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Leisure Capital Management 110.30%0.30%0.30%Q4 2022Q4 20221
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Krilogy Financial LLC 110.02%0.02%0.02%Q2 2016Q2 20161
HWG Holdings LP 110.00%0.00%0.00%Q2 2017Q2 20171
OTA Financial Group L.P. 110.19%0.19%0.19%Q3 2013Q3 20131
FOUNDERS FINANCIAL SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Spectrum Management Group, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
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.