SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Freedom Investment Management, Inc. 43430.01%0.13%0.26%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.06%0.16%0.29%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.06%0.13%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.05%0.11%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Courage Miller Partners, LLC 41410.25%0.95%3.46%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.00%0.00%Q2 2013Q3 202341
Creative Planning 2480.00%0.00%0.00%Q2 2013Q3 202340
HighTower Advisors, LLC 39390.00%0.02%0.05%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.00%0.08%0.40%Q1 2014Q3 202339
Asset Management Group, Inc. 39390.32%0.40%0.50%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 2990.00%0.04%0.61%Q4 2013Q3 202338
CITIGROUP INC 2510.00%0.00%0.00%Q2 2013Q3 202337
CHARTIST INC /CA/ 1531.80%12.00%21.94%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 3150.00%0.01%0.01%Q2 2013Q3 202336
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1610.00%0.01%0.02%Q2 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
STIFEL FINANCIAL CORP 34340.01%0.04%0.16%Q2 2015Q3 202334
Private Advisor Group, LLC 3210.00%0.03%0.10%Q3 2014Q3 202333
SALEM INVESTMENT COUNSELORS INC 18150.02%0.03%0.03%Q3 2013Q3 202333
Anchor Investment Management, LLC 32320.00%0.01%0.01%Q1 2016Q4 202332
Gradient Investments LLC 32320.00%0.05%0.83%Q4 2015Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2013Q3 202332
FAS Wealth Partners, Inc. 32320.22%4.33%7.07%Q4 2015Q3 202332
GHP Investment Advisors, Inc. 32320.10%0.70%1.11%Q4 2015Q3 202332
Stratos Wealth Partners, LTD. 3020.01%0.05%0.10%Q1 2015Q3 202332
IFP Advisors, Inc 17140.01%0.06%0.18%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2650.01%0.21%0.34%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.03%0.09%Q1 2016Q3 202331
JPMORGAN CHASE & CO 31310.00%0.00%0.00%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 2830.00%0.01%0.02%Q2 2015Q2 202331
Krilogy Financial LLC 31310.05%2.38%8.67%Q3 2015Q1 202331
PRIVATE TRUST CO NA 1620.00%0.04%0.11%Q1 2013Q3 202330
Schneider Downs Wealth Management Advisors, LP 30300.12%0.37%0.83%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.01%0.23%1.56%Q1 2016Q2 202330
Tradewinds Capital Management, LLC 2180.00%1.09%5.15%Q4 2013Q3 202129
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.02%Q1 2016Q3 202329
McAdam, LLC 28281.69%3.97%5.56%Q4 2016Q3 202328
ARROW FINANCIAL CORP 28280.04%0.04%0.05%Q4 2013Q3 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.63%4.90%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.21%2.06%5.53%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Burt Wealth Advisors 2530.06%0.10%0.14%Q4 2014Q4 202128
Keeley-Teton Advisors, LLC 27270.02%0.19%0.36%Q1 2017Q3 202327
Diligent Investors, LLC 27270.83%1.72%2.24%Q1 2017Q3 202327
ARCADIA INVESTMENT MANAGEMENT CORP/MI 27270.01%0.03%0.04%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.04%0.14%Q3 2013Q4 201926
First Horizon Advisors, Inc. 1810.00%0.01%0.02%Q4 2014Q1 202326
MML INVESTORS SERVICES, LLC 26260.02%0.03%0.06%Q2 2017Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.65%2.49%Q2 2017Q3 202326
M&R CAPITAL MANAGEMENT INC 26260.00%0.00%0.01%Q3 2017Q4 202326
CWM, LLC 1260.00%0.00%0.00%Q3 2016Q3 202326
B. Riley Wealth Advisors, Inc. 1340.01%0.15%0.43%Q3 2013Q3 202325
Financial Engines Advisors L.L.C. 25250.00%0.70%5.51%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.00%0.01%Q3 2017Q3 202325
Tower Research Capital LLC (TRC) 1110.00%0.02%0.08%Q4 2013Q3 202325
Global Retirement Partners, LLC 1870.00%0.01%0.10%Q2 2017Q3 202325
US BANCORP \DE\ 24240.00%0.00%0.00%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.08%1.63%4.32%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.17%0.33%0.51%Q4 2017Q3 202324
Broadview Financial Management, LLC 24240.54%0.96%1.09%Q4 2017Q3 202324
Plante Moran Financial Advisors, LLC 1950.00%0.01%0.01%Q2 2017Q3 202324
FIRST NATIONAL TRUST CO 24240.12%1.23%3.64%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.09%0.16%0.28%Q4 2017Q3 202324
GIRARD PARTNERS LTD. 24240.09%0.29%0.40%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
JNBA Financial Advisors 2010.00%1.20%1.66%Q3 2016Q3 202324
AdvisorNet Financial, Inc 24240.00%0.02%0.17%Q4 2017Q3 202324
SHAKESPEARE WEALTH MANAGEMENT, INC. 24242.29%3.36%4.23%Q4 2017Q3 202324
Mariner, LLC 24240.02%0.12%0.46%Q4 2017Q3 202324
JANE STREET GROUP, LLC 1010.00%0.01%0.03%Q4 2014Q3 202224
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q1 2016Q3 202323
WRAPMANAGER INC 23230.22%0.27%0.31%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Front Row Advisors LLC 2030.01%0.02%0.02%Q4 2017Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.01%0.06%Q4 2017Q3 202323
Koshinski Asset Management, Inc. 1670.05%0.19%0.40%Q3 2017Q3 202323
Voya Financial Advisors, Inc. 23230.04%0.16%0.31%Q2 2015Q4 202023
Investors Research Corp 23230.27%0.68%0.98%Q1 2018Q3 202323
CABOT WEALTH MANAGEMENT INC 1710.03%0.19%0.45%Q2 2013Q1 202323
PRUDENTIAL PLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Pure Financial Advisors, LLC 22220.04%0.09%0.19%Q3 2018Q4 202322
First Heartland Consultants, Inc. 1840.01%0.24%1.56%Q4 2017Q3 202322
Kingsview Wealth Management, LLC 1660.06%0.31%0.60%Q1 2018Q3 202322
BANK OF MONTREAL /CAN/ 2020.00%0.00%0.00%Q3 2014Q3 202322
LexAurum Advisors, LLC 1810.12%0.18%0.38%Q4 2017Q3 202322
GAMBLE JONES INVESTMENT COUNSEL 22220.02%0.04%0.05%Q3 2017Q4 202222
Parallel Advisors, LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.09%1.92%3.48%Q4 2018Q4 202321
PFG Advisors 21210.06%0.11%0.19%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.05%0.07%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
OPTIMUM INVESTMENT ADVISORS 1470.02%0.02%0.03%Q3 2013Q2 202121
Occidental Asset Management, LLC 21210.18%0.29%0.37%Q3 2018Q3 202321
Cetera Advisors LLC 1010.01%0.06%0.18%Q2 2016Q3 202321
Financial Gravity Asset Management, Inc. 1230.00%0.06%0.50%Q1 2018Q3 202320
RPg Family Wealth Advisory, LLC 1640.02%0.02%0.02%Q1 2017Q1 202220
TOWNSQUARE CAPITAL LLC 20200.86%1.33%2.13%Q4 2018Q3 202320
Vista Private Wealth Partners. LLC 20200.22%0.84%1.12%Q4 2018Q3 202320
ALTFEST L J & CO INC 20200.08%0.15%0.22%Q4 2018Q3 202320
NEXT Financial Group, Inc 1110.00%0.02%0.06%Q3 2015Q4 202120
IHT Wealth Management, LLC 1460.00%0.26%1.12%Q4 2016Q3 202320
Total Wealth Planning, LLC 20201.00%1.98%2.95%Q4 2018Q3 202320
Cetera Advisor Networks LLC 860.00%0.01%0.01%Q2 2017Q3 202320
Wambolt & Associates, LLC 20200.52%1.06%1.40%Q4 2018Q3 202320
ERn Financial, LLC 20200.72%1.49%2.83%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1280.02%0.05%0.15%Q3 2018Q3 202320
Pensionmark Financial Group, LLC 20200.27%2.06%4.36%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.20%1.26%2.00%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.10%0.25%0.52%Q4 2018Q3 202320
Centerpoint Advisors, LLC 20200.11%1.99%6.94%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.03%0.44%2.32%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.02%0.03%Q4 2013Q3 201820
American Portfolios Advisors 20200.01%0.05%0.39%Q4 2017Q3 202220
Klingman & Associates, LLC 19190.04%1.53%2.26%Q1 2019Q3 202319
HBK Sorce Advisory LLC 1810.01%0.07%0.25%Q4 2015Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
First Allied Advisory Services, Inc. 1270.00%0.11%0.40%Q2 2014Q3 202019
Princeton Global Asset Management LLC 1810.06%0.10%0.21%Q4 2018Q3 202319
AE Wealth Management LLC 19190.05%0.18%0.26%Q1 2019Q3 202319
Veritable, L.P. 19190.06%0.11%0.22%Q4 2018Q2 202319
TSFG, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
REILLY FINANCIAL ADVISORS, LLC 19190.00%0.13%0.17%Q2 2017Q4 202119
Gladstone Institutional Advisory LLC 19190.22%0.66%1.58%Q1 2019Q3 202319
Corbenic Partners LLC 19190.01%0.01%0.02%Q2 2013Q4 201719
BENJAMIN EDWARDS INC 1440.05%0.35%1.10%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.03%Q2 2013Q3 201718
Measured Wealth Private Client Group, LLC 1710.04%0.53%0.83%Q3 2018Q3 202318
BALDWIN BROTHERS LLC/MA 18180.00%0.00%0.01%Q3 2019Q4 202318
Founders Capital Management 1310.00%0.01%0.02%Q4 2018Q4 202318
Prime Capital Investment Advisors, LLC 18180.01%0.19%1.49%Q2 2019Q3 202318
NorthRock Partners, LLC 18180.06%3.01%3.87%Q2 2019Q3 202318
KAYS FINANCIAL ADVISORY CORP /ADV 18180.47%2.72%5.00%Q2 2016Q3 202018
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.20%1.04%3.91%Q4 2018Q3 202317
Parkside Financial Bank & Trust 17170.01%0.02%0.03%Q4 2015Q4 201917
IFG Advisors, LLC 17170.08%0.16%0.28%Q3 2019Q3 202317
Rehmann Capital Advisory Group 1220.01%0.42%1.31%Q1 2018Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 1120.00%0.06%0.18%Q1 2019Q3 202317
Marietta Wealth Management, LLC 17170.10%1.17%2.00%Q4 2016Q4 202017
Bank of New York Mellon Corp 910.00%0.00%0.00%Q3 2017Q4 202217
Connecticut Wealth Management, LLC 1070.05%0.14%0.46%Q2 2019Q3 202317
Foresight Wealth Management, LLC 17170.06%1.53%5.43%Q4 2018Q4 202217
ATWOOD & PALMER INC 16160.02%0.02%0.02%Q3 2019Q2 202316
SRS Capital Advisors, Inc. 1060.00%0.00%0.01%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.03%0.07%0.17%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Harborview Advisors, LLC 16162.46%3.35%4.40%Q4 2017Q3 202116
AlphaStar Capital Management, LLC 1310.02%0.83%2.31%Q2 2017Q3 202316
Clarus Wealth Advisors 16162.01%4.82%6.79%Q1 2019Q4 202216
Integrated Advisors Network LLC 16160.03%0.05%0.07%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Carroll Financial Associates, Inc. 16160.00%0.17%2.11%Q1 2018Q4 202116
Laidlaw Wealth Management LLC 16160.48%0.81%1.26%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.16%0.22%0.28%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.03%0.12%0.75%Q4 2019Q3 202316
WealthShield Partners, LLC 810.00%0.33%0.80%Q2 2018Q3 202316
Arkadios Wealth Advisors 16160.03%0.13%0.34%Q4 2019Q3 202316
Cooper Financial Group 16160.11%0.37%0.72%Q4 2019Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
IAG Wealth Partners, LLC 15150.36%0.56%1.04%Q1 2020Q3 202315
BlackRock Inc. 15150.00%0.00%0.00%Q2 2019Q4 202215
BB&T SECURITIES, LLC 1050.00%0.00%0.01%Q3 2013Q3 201915
CIBC Private Wealth Group, LLC 1050.00%0.00%0.00%Q3 2017Q1 202215
CONFLUENCE INVESTMENT MANAGEMENT LLC 15150.04%0.22%0.55%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 611.29%1.68%2.53%Q1 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.04%0.15%0.77%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.03%0.18%0.87%Q1 2020Q3 202315
Wellspring Financial Advisors, LLC 15150.11%0.41%1.00%Q1 2020Q3 202315
EP Wealth Advisors, LLC 510.01%0.04%0.27%Q4 2013Q3 202315
Capital Advisory Group Advisory Services, LLC 1320.00%0.01%0.05%Q3 2018Q2 202215
Advisor Group, Inc. 15150.01%0.03%0.13%Q2 2016Q4 201915
Citadel Advisors 310.00%0.00%0.01%Q3 2015Q3 202315
FIFTH THIRD BANCORP 1310.00%0.00%0.00%Q4 2017Q1 202315
One Capital Management, LLC 1310.06%0.08%0.11%Q3 2014Q4 201914
Advisory Services Network, LLC 510.00%0.06%0.11%Q3 2015Q1 202314
Salomon & Ludwin, LLC 1130.01%0.05%0.08%Q3 2019Q3 202314
Sigma Planning Corp 14140.01%0.02%0.02%Q2 2020Q3 202314
Pinnacle Bancorp, Inc. 860.01%0.01%0.02%Q1 2020Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.02%0.03%Q4 2015Q1 201914
Executive Wealth Management, LLC 1210.00%0.61%1.37%Q4 2018Q3 202314
Financial Advocates Investment Management 520.01%0.03%0.06%Q4 2017Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Valeo Financial Advisors, LLC 14140.00%0.00%0.00%Q4 2017Q1 202114
HARBOUR INVESTMENT MANAGEMENT LLC 14140.65%1.24%1.61%Q3 2015Q4 201814
Strategic Advisors LLC 14140.18%1.43%2.01%Q4 2016Q1 202014
Integrated Wealth Concepts LLC 940.01%0.01%0.03%Q1 2020Q3 202313
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.02%0.02%Q3 2016Q4 202013
Moloney Securities Asset Management, LLC 13130.11%0.21%0.27%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1030.02%0.03%0.03%Q2 2018Q4 202113
Capital Advisors, Ltd. LLC 13130.00%0.02%0.07%Q4 2018Q4 202113
TIAA, FSB 13130.01%0.03%0.05%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Clear Creek Financial Management, LLC 1010.07%0.11%0.25%Q1 2020Q3 202313
Miracle Mile Advisors, LLC 13130.10%0.21%0.28%Q3 2020Q3 202313
Clark Capital Management Group, Inc. 940.05%0.40%2.28%Q1 2020Q3 202313
Beacon Pointe Advisors, LLC 13130.01%0.01%0.04%Q3 2020Q3 202313
COLONY GROUP LLC 610.00%0.02%0.09%Q4 2015Q1 202213
YHB Investment Advisors, Inc. 13130.05%0.07%0.08%Q3 2020Q3 202313
CX Institutional 1210.01%0.10%0.57%Q4 2018Q2 202213
IVC Wealth Advisors LLC 12120.15%0.27%0.65%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 1110.00%0.00%0.00%Q2 2019Q2 202212
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
Thrive Capital Management, LLC 12120.49%1.19%1.68%Q4 2020Q3 202312
Fullen Financial Group 12120.55%0.64%0.73%Q2 2020Q1 202312
Cetera Investment Advisers 12120.01%0.02%0.06%Q4 2020Q3 202312
Fusion Family Wealth LLC 12120.00%0.00%0.03%Q2 2018Q1 202112
Simplicity Solutions, LLC 930.01%0.13%0.25%Q1 2019Q3 202312
Key FInancial Inc 12120.06%0.59%0.90%Q4 2020Q3 202312
Advisory Alpha, LLC 750.00%0.92%2.86%Q1 2017Q1 202012
ROCKY MOUNTAIN ADVISERS, LLC 12120.06%0.09%0.11%Q3 2017Q2 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
SAGE FINANCIAL GROUP INC 660.11%0.15%0.19%Q1 2019Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.22%0.27%0.43%Q4 2020Q3 202312
CALTON & ASSOCIATES, INC. 1110.02%0.19%0.31%Q4 2017Q1 202212
Allworth Financial LP 1110.00%0.00%0.01%Q1 2020Q3 202312
Centennial Wealth Advisory LLC 12120.52%0.72%1.10%Q4 2020Q3 202312
GREAT VALLEY ADVISOR GROUP, INC. 12120.01%0.02%0.02%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 840.02%0.08%0.15%Q3 2020Q3 202312
Cornerstone Wealth Management, LLC 12120.06%0.14%0.20%Q3 2016Q2 201912
Iron Horse Wealth Management, LLC 12120.02%0.08%0.13%Q4 2020Q3 202312
Essex Financial Services, Inc. 12120.05%0.06%0.08%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 1110.01%0.06%0.11%Q4 2017Q3 202312
Rodgers & Associates, LTD 12121.53%1.74%1.95%Q4 2020Q3 202312
KWB Wealth 12121.49%2.00%2.42%Q4 2020Q3 202312
Aptus Capital Advisors, LLC 720.00%0.00%0.00%Q3 2019Q3 202211
GSB Wealth Management, LLC 11110.17%0.33%0.66%Q1 2021Q3 202311
QUADRANT CAPITAL GROUP LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
Wealthcare Advisory Partners LLC 910.00%0.02%0.04%Q1 2018Q4 202111
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Capstone Triton Financial Group, LLC 11110.13%0.22%0.63%Q4 2020Q2 202311
LifePlan Financial Group, Inc 11110.02%0.03%0.03%Q1 2018Q3 202011
TCI Wealth Advisors, Inc. 830.00%0.01%0.01%Q4 2017Q1 202311
Atria Investments, Inc 740.02%0.15%0.50%Q2 2018Q3 202311
Orion Capital Management LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
Koss-Olinger Consulting, LLC 11110.51%0.73%0.98%Q1 2021Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Bison Wealth, LLC 11110.02%0.02%0.03%Q4 2019Q2 202211
SG Americas Securities, LLC 810.00%0.01%0.01%Q3 2013Q3 201711
Lloyd Advisory Services, LLC. 10100.02%0.07%0.09%Q4 2019Q1 202210
Allen Capital Group, LLC 10100.07%1.05%2.47%Q4 2017Q1 202010
Capital Asset Advisory Services LLC 820.00%0.00%0.02%Q1 2020Q3 202210
ASSETMARK, INC 550.00%0.00%0.00%Q2 2020Q3 202310
QUEST CAPITAL MANAGEMENT INC /ADV 10100.52%2.06%2.60%Q3 2019Q4 202110
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 910.03%0.05%0.08%Q1 2020Q1 202310
Selective Wealth Management, Inc. 10100.01%0.03%0.06%Q2 2020Q3 202210
Orion Portfolio Solutions, LLC 410.00%0.63%3.00%Q4 2019Q3 202310
Ameritas Investment Company, LLC 910.01%0.03%0.07%Q4 2018Q3 202110
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.93%1.40%1.70%Q4 2017Q1 202010
Ten Capital Wealth Advisors, LLC 640.00%0.05%0.17%Q3 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.09%Q1 2021Q3 202310
ACAS, LLC 640.47%0.56%0.69%Q1 2021Q3 202310
Bartlett & Co. LLC 820.00%0.00%0.01%Q2 2021Q4 202310
SIGNATUREFD, LLC 510.00%0.00%0.00%Q3 2015Q1 20229
PFG Private Wealth Management, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Kalos Management, Inc. 310.09%0.17%0.29%Q4 2017Q2 20239
Sterling Financial Planning, Inc. 540.11%0.12%0.13%Q4 2020Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Manchester Capital Management LLC 990.00%0.00%0.00%Q4 2014Q4 20169
Larson Financial Group LLC 990.00%0.19%0.56%Q3 2021Q3 20239
Capital Analysts, LLC 540.00%0.01%0.05%Q1 2021Q3 20239
Cerity Partners LLC 630.00%0.07%0.13%Q2 2019Q3 20239
Winslow, Evans & Crocker, Inc. 990.00%0.01%0.01%Q2 2017Q2 20199
Kozak & Associates, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
Janney Montgomery Scott LLC 540.00%0.00%0.01%Q1 2018Q4 20219
Trilogy Capital Inc. 810.06%0.27%1.83%Q1 2021Q3 20239
Qube Research & Technologies Ltd 540.00%0.01%0.05%Q2 2021Q3 20239
DUNCKER STREETT & CO INC 990.01%0.01%0.01%Q4 2019Q4 20219
Orin Green Financial, LLC 990.15%0.19%0.24%Q4 2020Q4 20229
Csenge Advisory Group 610.02%0.12%0.26%Q2 2020Q3 20239
MGO ONE SEVEN LLC 880.01%0.05%0.07%Q4 2021Q3 20238
BAKER TILLY WEALTH MANAGEMENT, LLC 880.03%0.05%0.12%Q4 2021Q3 20238
Ironwood Financial, llc 440.00%0.00%0.01%Q4 2014Q4 20168
Barden Capital Management, Inc. 881.66%1.89%1.99%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 880.00%0.00%0.00%Q4 2018Q3 20208
NewEdge Advisors, LLC 440.00%0.00%0.01%Q3 2020Q3 20238
LTG Capital LLC 880.98%1.34%3.51%Q4 2021Q3 20238
ETFIDEA, LLC 883.59%3.80%4.25%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.06%0.06%0.08%Q4 2021Q3 20238
Renaissance Technologies 510.00%0.00%0.00%Q4 2020Q3 20238
HSBC HOLDINGS PLC 620.00%0.00%0.00%Q4 2020Q1 20238
First International Bank & Trust 880.24%0.30%0.39%Q4 2021Q3 20238
Lucia Wealth Services, LLC 440.05%0.54%1.60%Q4 2017Q3 20208
CENTRAL TRUST Co 880.00%0.02%0.03%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.01%Q4 2019Q3 20228
VSR Financial Services, Inc. 710.02%0.04%0.15%Q2 2013Q2 20168
Mystic Asset Management, Inc. 880.22%0.27%0.29%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.12%0.14%0.15%Q4 2021Q3 20238
Valmark Advisers, Inc. 880.01%0.01%0.01%Q4 2017Q3 20198
Peterson Financial Group, Inc. 880.73%0.95%1.66%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.05%0.28%0.80%Q4 2020Q3 20228
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
MSI Financial Services Inc 880.01%0.03%0.07%Q1 2015Q4 20168
Faithward Advisors, LLC 880.00%0.01%0.01%Q4 2019Q3 20218
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Savant Capital, LLC 770.07%0.07%0.08%Q1 2017Q3 20187
ProVise Management Group, LLC 610.02%0.09%0.46%Q4 2013Q1 20227
BOKF, NA 310.00%0.00%0.01%Q3 2017Q1 20227
Parcion Private Wealth LLC 770.60%2.80%4.27%Q1 2022Q3 20237
Keystone Financial Group 770.08%0.10%0.12%Q2 2018Q4 20197
Avion Wealth 610.00%0.00%0.00%Q1 2020Q3 20237
Horan Securities, Inc. 520.00%0.00%0.00%Q2 2018Q4 20227
First Pacific Financial 610.10%0.26%0.61%Q4 2021Q3 20237
MOTIVE WEALTH ADVISORS 770.18%0.23%0.28%Q2 2021Q4 20227
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
LINCOLN NATIONAL CORP 410.01%0.01%0.01%Q4 2017Q4 20217
Horizons Wealth Management 770.03%0.03%0.04%Q2 2022Q4 20237
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 520.00%0.00%0.01%Q4 2013Q2 20207
Smith Anglin Financial, LLC 520.21%0.62%1.40%Q4 2020Q3 20237
55I, LLC 610.01%0.02%0.06%Q1 2020Q3 20227
HB Wealth Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
EPG Wealth Management LLC 310.01%0.01%0.02%Q1 2020Q1 20237
MONECO Advisors, LLC 770.08%0.14%0.32%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
PARK AVENUE SECURITIES LLC 430.01%0.01%0.02%Q3 2021Q3 20237
WCG Wealth Advisors LLC 660.08%1.00%1.35%Q2 2022Q3 20237
Fernwood Investment Management, LLC 610.07%0.08%0.08%Q4 2020Q2 20237
Belpointe Asset Management LLC 420.00%0.08%0.12%Q1 2020Q1 20236
Foundations Investment Advisors, LLC 420.02%0.07%0.09%Q4 2021Q3 20236
INSPIRION WEALTH ADVISORS, LLC 660.10%0.12%0.16%Q2 2022Q3 20236
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q1 2021Q3 20236
M&T BANK CORP 420.00%0.00%0.01%Q1 2014Q4 20206
Pinkerton Retirement Specialists, LLC 420.04%1.22%2.48%Q4 2017Q4 20206
Surevest, LLC 660.15%0.90%1.19%Q4 2018Q1 20206
Baltimore-Washington Financial Advisors, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Starfire Investment Advisers, Inc. 330.10%0.17%0.22%Q1 2018Q2 20206
Concord Wealth Partners 420.01%0.01%0.02%Q1 2022Q3 20236
Destination Wealth Management 660.00%0.00%0.01%Q1 2018Q2 20196
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Trail Ridge Investment Advisors, LLC 660.17%0.19%0.22%Q2 2022Q3 20236
SCS Capital Management LLC 660.04%0.16%0.68%Q2 2022Q3 20236
JONES FINANCIAL COMPANIES LLLP 660.00%0.00%0.00%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.16%0.27%0.35%Q4 2020Q1 20226
Liberty Capital Management, Inc. 660.01%0.03%0.04%Q3 2016Q4 20176
Intrepid Financial Planning Group LLC 660.13%0.15%0.17%Q2 2022Q3 20236
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.03%0.05%Q2 2021Q4 20226
Twelve Points Wealth Management LLC 660.36%0.74%1.21%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.01%0.01%Q1 2014Q2 20156
Cardan Capital Partners, LLC 660.60%0.68%0.76%Q4 2018Q1 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Realta Investment Advisors 220.00%0.00%0.01%Q1 2019Q3 20236
Bristlecone Advisors, LLC 420.03%0.04%0.08%Q4 2021Q3 20236
ACCURATE INVESTMENT SOLUTIONS, INC. 310.09%0.84%3.05%Q4 2015Q3 20185
B.O.S.S. Retirement Advisors, LLC 550.06%0.06%0.08%Q4 2022Q4 20235
WILLNER & HELLER, LLC 550.68%0.70%0.71%Q4 2021Q4 20225
NEW ENGLAND SECURITIES CORP /MA/ 550.03%0.05%0.07%Q3 2013Q3 20145
Hoover Financial Advisors, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
Goodwin Investment Advisory 550.00%0.01%0.02%Q2 2021Q2 20225
Redhawk Wealth Advisors, Inc. 550.95%1.25%1.62%Q3 2018Q3 20195
Private Ocean, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.03%0.12%0.19%Q2 2014Q3 20225
Merit Financial Group, LLC 550.04%0.05%0.07%Q3 2022Q3 20235
DFPG INVESTMENTS, LLC 410.07%0.16%0.26%Q3 2020Q3 20235
FURE FINANCIAL CORP 320.00%1.03%1.70%Q4 2019Q1 20215
Royal Fund Management, LLC 410.00%0.41%0.80%Q4 2017Q3 20195
Capital Investment Advisory Services, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
D.A. DAVIDSON & CO. 550.01%0.01%0.01%Q4 2018Q4 20195
DENVER WEALTH MANAGEMENT, INC. 550.29%1.26%2.69%Q3 2022Q3 20235
Ameritas Advisory Services, LLC 210.01%0.01%0.02%Q4 2021Q3 20235
IMC-Chicago, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
Avidian Wealth Solutions, LLC 550.10%0.54%0.88%Q2 2014Q2 20155
CENTAURUS FINANCIAL, INC. 410.02%0.07%0.10%Q4 2017Q1 20235
BREITER CAPITAL MANAGEMENT INC 410.66%0.84%0.97%Q4 2017Q1 20195
THRIVENT FINANCIAL FOR LUTHERANS 320.00%0.00%0.00%Q1 2019Q3 20235
FirstPurpose Wealth LLC 550.17%0.18%0.19%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Shamrock Asset Management LLC 550.06%1.27%1.59%Q4 2017Q4 20185
FLOW TRADERS U.S. LLC 310.00%0.03%0.08%Q1 2021Q3 20235
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q1 2022Q3 20235
Legacy Wealth Planning, LLC 551.23%1.35%1.70%Q4 2019Q4 20205
Guidant Wealth Advisors 440.26%0.27%0.28%Q4 2018Q3 20194
Squar Milner Financial Services LLC 220.07%0.07%0.07%Q1 2019Q1 20204
BOSTON FINANCIAL MANGEMENT LLC 440.02%0.02%0.02%Q3 2016Q2 20174
DRIVE WEALTH MANAGEMENT, LLC 440.51%0.75%0.97%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Truvestments Capital LLC 310.00%0.01%0.01%Q3 2018Q3 20194
Vestpro Financial Partners, Inc. dba CPF Texas 440.04%0.04%0.04%Q4 2017Q3 20184
Westside Investment Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.03%0.04%0.04%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
GREENLEAF TRUST 440.00%0.00%0.00%Q4 2022Q3 20234
RETIREMENT INCOME SOLUTIONS, INC 440.06%0.06%0.06%Q4 2022Q3 20234
JUNCTURE WEALTH STRATEGIES, LLC 440.16%0.21%0.25%Q2 2018Q1 20194
Linscomb & Williams, Inc. 440.05%0.06%0.06%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.17%0.17%0.17%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Ford Financial Group, LLC 440.34%1.35%2.12%Q1 2022Q4 20224
OLD MISSION CAPITAL LLC 220.04%0.16%0.53%Q1 2021Q2 20224
Advance Capital Management, Inc. 440.08%0.10%0.14%Q4 2022Q3 20234
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q1 2019Q1 20204
Chessman Wealth Strategies RIA 440.02%4.12%6.65%Q4 2017Q3 20184
Brookstone Capital Management 440.00%0.01%0.01%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.31%0.32%0.35%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 441.00%1.15%1.28%Q4 2022Q3 20234
LVZ, Inc. 440.10%0.13%0.15%Q1 2018Q4 20184
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q2 2017Q1 20184
Argent Trust Co 440.08%0.09%0.09%Q4 2022Q3 20234
Bernardo Wealth Planning LLC 441.31%1.39%1.44%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 210.00%0.48%1.92%Q4 2020Q4 20224
MFA WEALTH ADVISORS, LLC 310.05%1.04%3.83%Q4 2017Q2 20204
Tennessee Valley Asset Management Partners 440.09%0.09%0.10%Q4 2021Q3 20224
Disciplined Investments, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Beaumont Financial Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Corient Private Wealth LLC 440.04%0.05%0.07%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 440.35%0.49%0.64%Q4 2021Q3 20224
Onyx Bridge Wealth Group LLC 440.10%0.14%0.18%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.01%0.01%0.02%Q4 2020Q2 20224
Virtue Capital Management, LLC 210.02%0.13%0.32%Q4 2017Q4 20204
Wallace Advisory Group, LLC 440.39%0.39%0.40%Q4 2022Q3 20234
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Sharkey, Howes & Javer 330.01%0.01%0.01%Q1 2015Q3 20153
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Westwind Capital 330.62%0.74%0.87%Q3 2018Q1 20193
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2018Q3 20213
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Prospera Financial Services Inc 110.00%0.06%0.17%Q3 2020Q2 20233
Destiny Capital Corp/CO 331.67%1.70%1.74%Q4 2022Q2 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.11%0.30%Q3 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Legacy Financial Strategies, LLC 330.44%0.46%0.47%Q4 2017Q2 20183
Strategic Asset Management, LLC 330.01%0.02%0.03%Q3 2021Q1 20223
Collaborative Wealth Managment Inc. 110.43%0.47%0.52%Q1 2021Q2 20223
TWO SIGMA SECURITIES, LLC 110.00%0.14%0.42%Q3 2017Q4 20183
Gateway Wealth Partners, LLC 330.04%0.05%0.05%Q4 2022Q2 20233
PSI Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.03%0.04%0.04%Q4 2017Q2 20183
S. R. Schill & Associates 330.43%0.51%0.67%Q1 2018Q3 20183
UNIVEST FINANCIAL Corp 330.07%0.53%0.94%Q3 2022Q1 20233
Allegis Investment Advisors, LLC 210.00%0.97%1.76%Q4 2015Q1 20183
RE Dickinson Investment Advisors, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
WealthPLAN Partners, LLC 210.02%0.02%0.03%Q1 2023Q4 20233
SWMG, LLC 330.48%0.64%0.84%Q4 2022Q2 20233
Flagship Private Wealth, LLC 330.03%0.06%0.08%Q4 2020Q2 20213
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Slow Capital, Inc. 330.29%0.32%0.35%Q3 2020Q1 20213
Argent Wealth Management LLC 330.60%0.82%1.05%Q4 2019Q2 20203
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.17%0.37%0.49%Q4 2021Q2 20223
Lion Street Advisors, LLC 330.79%1.76%3.08%Q2 2020Q4 20203
Perennial Investment Advisors, LLC 330.82%0.90%1.02%Q1 2023Q3 20233
Vectors Research Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Advisor Resource Council 110.03%0.07%0.12%Q2 2021Q2 20223
Consolidated Portfolio Review Corp 330.07%0.07%0.07%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.01%0.02%Q4 2017Q4 20183
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2021Q1 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Johnson Midwest Financial, LLC 330.05%0.05%0.05%Q4 2020Q2 20213
MYCIO WEALTH PARTNERS, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
NewSquare Capital LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Private Portfolio Partners LLC 210.05%0.06%0.06%Q1 2022Q2 20233
SFG Wealth Management, LLC. 330.29%2.65%4.74%Q1 2023Q3 20233
Virtu KCG Holdings LLC 210.01%0.02%0.04%Q3 2013Q2 20143
626 Financial, LLC 210.13%0.14%0.16%Q1 2021Q1 20223
Harrison & Co Wealth Management, LLC 210.18%0.19%0.20%Q4 2021Q4 20223
Pinnacle Family Advisors, LLC 210.43%0.66%0.82%Q3 2017Q2 20183
PERSONAL CFO SOLUTIONS, LLC 330.08%0.11%0.15%Q3 2019Q1 20203
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q2 20182
East Coast Asset Management, LLC. 220.01%0.01%0.01%Q4 2012Q1 20132
CLARK FINANCIAL SERVICES GROUP INC /BD 222.91%3.15%3.39%Q3 2022Q4 20222
Cable Hill Partners, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
Meridian Wealth Management, LLC 220.10%0.11%0.11%Q1 2020Q2 20202
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
SILVER OAK SECURITIES, INCORPORATED 110.07%0.07%0.07%Q3 2022Q3 20232
Certified Advisory Corp 220.00%0.00%0.00%Q4 2019Q1 20202
PATHSTONE FAMILY OFFICE, LLC 110.00%0.02%0.04%Q4 2020Q3 20232
Barber Financial Group, Inc. 223.52%3.72%3.92%Q1 2018Q2 20182
Bill Few Associates, Inc. 220.13%0.13%0.13%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.46%0.46%0.46%Q2 2023Q3 20232
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q4 2021Q2 20222
WealthStone, Inc. 220.01%0.18%0.36%Q1 2019Q2 20192
HRT FINANCIAL LP 220.01%0.01%0.01%Q3 2020Q4 20202
Trek Financial, LLC 220.03%0.03%0.04%Q2 2019Q3 20192
tru Independence LLC 110.06%0.06%0.06%Q3 2020Q1 20212
Cavalier Investments, LLC 221.01%1.06%1.11%Q4 2020Q1 20212
Vigilare Wealth Management 220.44%0.46%0.48%Q4 2019Q1 20202
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q1 2023Q2 20232
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2018Q1 20232
OXFORD FINANCIAL GROUP, LTD. LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Financial Management Professionals, Inc. 110.00%1.52%3.04%Q4 2015Q2 20212
ECLECTIC ASSOCIATES INC /ADV 110.10%0.14%0.17%Q1 2021Q4 20222
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
Compass Efficient Model Portfolios, LLC 220.04%0.15%0.26%Q3 2013Q4 20132
Amplius Wealth Advisors, LLC 220.04%0.06%0.10%Q2 2022Q3 20222
Pathway Financial Advisors LLC 220.02%0.03%0.03%Q1 2018Q2 20182
Global Trust Asset Management, LLC 220.27%0.27%0.28%Q2 2018Q3 20182
Bragg Financial Advisors, Inc 220.02%0.02%0.02%Q2 2022Q3 20222
Arbor Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q1 2019Q4 20192
Halpern Financial, Inc. 110.00%0.03%0.06%Q4 2019Q3 20222
Vickerman Investment Advisors, Inc. 220.08%0.10%0.11%Q3 2021Q4 20212
NORTHWEST WEALTH MANAGEMENT, LLC 220.04%0.04%0.04%Q1 2018Q2 20182
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2023Q3 20232
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.04%0.05%0.07%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
CABANA LLC 110.00%0.00%0.01%Q4 2019Q2 20202
Noven Financial Group, Inc. 229.86%10.06%10.26%Q3 2015Q4 20152
Engrave Wealth Partners LLC 220.05%0.06%0.06%Q4 2019Q1 20202
PCA Investment Advisory Services Inc. 220.12%0.14%0.17%Q1 2023Q2 20232
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
OneDigital Investment Advisors LLC 220.00%0.00%0.00%Q2 2017Q3 20172
BDO Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2019Q3 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Concorde Asset Management, LLC 110.13%0.32%0.50%Q2 2020Q4 20202
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Integrated Wealth Management 110.00%0.00%0.01%Q2 2015Q4 20152
Argentus Capital Management, LLC 220.04%0.05%0.05%Q1 2016Q2 20162
Cedar Brook Financial Partners, LLC 110.28%0.42%0.57%Q2 2020Q4 20202
Catalyst Wealth Management, LLC 220.20%0.20%0.21%Q4 2022Q1 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
FormulaFolio Investments, LLC 110.01%0.01%0.02%Q3 2019Q4 20202
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.06%0.07%0.08%Q1 2021Q2 20212
Castleview Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2019Q2 20192
Almanack Investment Partners, LLC. 110.00%0.07%0.13%Q3 2021Q3 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Mosaic Family Wealth, LLC 220.01%0.06%0.10%Q4 2018Q1 20192
J Arnold Wealth Management Co 110.02%0.40%0.78%Q4 2019Q2 20202
DHJJ Financial Advisors, Ltd. 110.04%0.04%0.04%Q3 2023Q3 20231
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2015Q1 20151
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Aveo Capital Partners, LLC 111.27%1.27%1.27%Q2 2019Q2 20191
Crabel Capital Management, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Maltin Wealth Management, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Formidable Asset Management, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
KEELEY ASSET MANAGEMENT CORP 110.02%0.02%0.02%Q4 2016Q4 20161
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Quaker Wealth Management, LLC 110.46%0.46%0.46%Q4 2019Q4 20191
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q4 2018Q4 20181
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q4 2022Q4 20221
S.A. Mason LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PREMIER ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2017Q3 20171
Blue Sky Asset Management, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Seven Springs Wealth Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Cordatus Wealth Management LLC 111.59%1.59%1.59%Q2 2023Q2 20231
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Resource Management, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q1 2021Q1 20211
Oak Asset Management, LLC 110.77%0.77%0.77%Q2 2022Q2 20221
Ferris Capital, LLC 111.87%1.87%1.87%Q2 2021Q2 20211
KPP Advisory Services LLC 110.17%0.17%0.17%Q3 2023Q3 20231
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2019Q2 20191
Ignite Planners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Strategies Group, Inc. 112.74%2.74%2.74%Q4 2019Q4 20191
DESTINY CAPITAL SECURITIES CORPORATION 111.60%1.60%1.60%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
ASPIRIANT, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ranch Capital Advisors Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
SOL Capital Management CO 110.04%0.04%0.04%Q4 2021Q4 20211
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
SigFig Wealth Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Capital Management, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
Hanlon Investment Management, Inc. 110.91%0.91%0.91%Q1 2019Q1 20191
Alliance Wealth Management Group 110.23%0.23%0.23%Q4 2015Q4 20151
Advisors Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2018Q4 20181
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Laurel Wealth Advisors, Inc. 110.05%0.05%0.05%Q3 2018Q3 20181
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Regal Investment Advisors LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Dynamic Advisor Solutions LLC 110.06%0.06%0.06%Q3 2018Q3 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
RMR Wealth Builders 110.08%0.08%0.08%Q3 2023Q3 20231
HBW ADVISORY SERVICES LLC 110.09%0.09%0.09%Q2 2020Q2 20201
Blackhawk Capital Partners LLC. 110.17%0.17%0.17%Q4 2017Q4 20171
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Econ Financial Services Corp 110.34%0.34%0.34%Q1 2019Q1 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
West Branch Capital LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Towerpoint Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Winch Advisory Services, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ruggie Capital Group 110.00%0.00%0.00%Q2 2016Q2 20161
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.06%0.06%0.06%Q1 2019Q1 20191
KINGSWOOD WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Copperwynd Financial, LLC 111.79%1.79%1.79%Q1 2018Q1 20181
Weatherstone Capital Management 110.70%0.70%0.70%Q4 2018Q4 20181
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
EMERSON INVESTMENT MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Gateway Advisory, LLC 110.70%0.70%0.70%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Farmer Steven Patrick 110.06%0.06%0.06%Q2 2022Q2 20221
BEAM WEALTH ADVISORS, INC. 110.33%0.33%0.33%Q4 2019Q4 20191
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
THEORY FINANCIAL LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Beaumont Financial Partners, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
MANCHESTER FINANCIAL INC 110.03%0.03%0.03%Q2 2019Q2 20191
External links

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