VANGUARD WORLD FD shareholder history

Current and past VANGUARD WORLD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.00%Q3 2013Q3 202354
Ifrah Financial Services, Inc. 42420.71%0.84%1.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.05%0.11%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.01%0.08%0.24%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.67%1.47%2.29%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.02%0.09%0.18%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.03%0.04%Q2 2013Q3 202342
SOL Capital Management CO 42420.54%1.52%2.33%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.05%0.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.02%0.05%0.08%Q2 2013Q3 202342
Savant Capital, LLC 42420.29%2.14%4.66%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.04%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.58%1.06%1.58%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.03%0.06%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 41410.01%0.06%0.15%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.01%0.02%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.03%0.16%0.39%Q2 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 41410.09%0.40%0.84%Q3 2013Q3 202341
Avior Wealth Management, LLC 40400.60%2.92%7.74%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.20%0.55%1.68%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40402.33%3.76%4.81%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3710.00%0.15%0.24%Q4 2013Q3 202338
BESSEMER GROUP INC 37370.00%0.00%0.00%Q3 2014Q3 202337
STIFEL FINANCIAL CORP 37370.00%0.01%0.03%Q3 2014Q3 202337
M&T BANK CORP 21150.00%0.01%0.02%Q3 2014Q3 202336
NORTHERN TRUST CORP 36360.00%0.00%0.00%Q4 2014Q3 202336
UBS Group AG 36360.03%0.04%0.07%Q4 2014Q3 202336
SPINNAKER TRUST 3150.02%0.04%0.12%Q2 2013Q3 202336
Private Advisor Group, LLC 3330.02%0.06%0.11%Q3 2014Q3 202336
VICUS CAPITAL 36360.06%0.18%0.42%Q4 2014Q3 202336
DUNCKER STREETT & CO INC 20160.00%0.01%0.01%Q3 2014Q3 202336
FIFTH THIRD BANCORP 3510.00%0.00%0.00%Q2 2013Q3 202336
Blue Edge Capital, LLC 23121.00%3.41%6.35%Q2 2014Q3 202335
ASSETMARK, INC 34340.01%2.58%5.07%Q2 2015Q3 202334
Capital Advantage, Inc. 1753.16%4.56%7.57%Q4 2014Q3 202334
GOLDMAN SACHS GROUP INC 2010.00%0.00%0.00%Q1 2012Q3 202334
Alexandria Capital, LLC 19140.70%1.59%2.94%Q2 2013Q3 202133
Raymond James Financial Services Advisors, Inc. 33330.01%0.06%0.15%Q3 2015Q3 202333
BANK OF MONTREAL /CAN/ 2120.00%0.00%0.00%Q2 2013Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2015Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.07%Q4 2015Q3 202331
Horizon Investment Services, LLC 31310.14%0.52%1.20%Q1 2016Q3 202331
First Personal Financial Services 31310.01%0.01%0.02%Q1 2016Q3 202331
ETRADE Capital Management LLC 30300.05%0.07%0.10%Q2 2013Q3 202030
LEAVELL INVESTMENT MANAGEMENT, INC. 30300.36%1.01%1.45%Q2 2016Q3 202330
JPMORGAN CHASE & CO 30300.00%0.00%0.00%Q2 2016Q3 202330
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
Plancorp, LLC 2810.03%0.15%0.53%Q4 2015Q3 202329
SIGNATUREFD, LLC 2320.00%0.01%0.07%Q4 2015Q3 202329
First Heartland Consultants, Inc. 2610.02%0.46%1.38%Q1 2015Q3 202229
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.11%0.30%Q2 2014Q3 202329
Greytown Advisors Inc. 28289.28%12.29%16.74%Q4 2016Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2710.00%0.00%0.00%Q2 2013Q3 202328
Cetera Advisors LLC 1080.01%0.03%0.07%Q2 2015Q3 202327
Fusion Family Wealth LLC 27270.04%0.07%0.10%Q1 2017Q3 202327
Cetera Investment Advisers 27270.01%0.07%0.19%Q1 2017Q3 202327
FMR LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.06%0.21%Q2 2017Q3 202326
ENTERPRISE FINANCIAL SERVICES CORP 25250.01%0.02%0.03%Q2 2014Q2 202025
Creative Planning 1310.00%0.00%0.01%Q3 2014Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 2140.00%0.02%0.07%Q2 2013Q4 201925
Alpha Cubed Investments, LLC 25250.08%0.24%0.39%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.06%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.09%0.23%0.33%Q4 2017Q3 202324
Citadel Advisors 920.00%0.00%0.00%Q3 2015Q3 202324
BHK Investment Advisors, LLC 24246.22%8.78%10.92%Q4 2017Q3 202324
WealthShield Partners, LLC 1490.97%2.32%3.98%Q4 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
BANK OF HAWAII 23230.05%0.11%0.15%Q1 2018Q3 202323
RELIANCE TRUST CO 23230.67%8.47%16.68%Q2 2013Q4 201823
J.P. Morgan Private Wealth Advisors LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
BDO Wealth Advisors, LLC 2210.18%0.41%0.96%Q2 2017Q2 202323
Wealthcare Advisory Partners LLC 1390.00%0.57%1.36%Q1 2018Q3 202322
PLANNING DIRECTIONS INC 1483.37%4.44%5.31%Q1 2018Q3 202322
Tower Research Capital LLC (TRC) 1110.00%0.02%0.07%Q4 2015Q3 202322
Aveo Capital Partners, LLC 1110.09%0.14%0.26%Q4 2017Q3 202322
MGO ONE SEVEN LLC 2020.01%0.08%0.16%Q4 2017Q3 202322
Advisory Services Network, LLC 920.00%0.03%0.14%Q4 2014Q1 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.03%Q2 2018Q3 202322
Cetera Advisor Networks LLC 1610.01%0.03%0.11%Q3 2013Q3 202322
Pinion Investment Advisors, LLC 1920.25%1.15%2.19%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.39%0.60%0.78%Q1 2017Q3 202321
Cutler Group LLC / CA 310.00%0.00%0.01%Q2 2016Q2 202321
WESBANCO BANK INC 1140.11%0.21%0.28%Q1 2018Q3 202321
FLAGSHIP HARBOR ADVISORS, LLC 1740.01%0.02%0.06%Q2 2018Q3 202321
UNITED CAPITAL FINANCIAL ADVISORS, LLC 21210.00%0.02%0.04%Q3 2018Q3 202321
AllSquare Wealth Management LLC 21210.00%0.00%0.00%Q4 2016Q4 202121
AE Wealth Management LLC 1920.02%0.04%0.10%Q2 2018Q3 202321
American Portfolios Advisors 20200.01%0.07%0.11%Q4 2017Q3 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.04%0.07%Q4 2017Q4 202220
McKinley Carter Wealth Services, Inc. 20200.05%0.51%1.98%Q2 2013Q1 201820
Black Diamond Financial, LLC 20202.62%10.48%17.99%Q4 2018Q3 202320
VANGUARD GROUP INC 840.00%0.00%0.00%Q4 2014Q3 202120
JOHNSON INVESTMENT COUNSEL INC 20200.01%0.01%0.01%Q4 2018Q3 202320
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
Janney Montgomery Scott LLC 1710.00%0.01%0.03%Q2 2014Q3 202320
Gladstone Institutional Advisory LLC 20200.03%0.07%0.25%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.07%0.10%0.19%Q4 2018Q3 202320
TSFG, LLC 19190.00%0.01%0.04%Q1 2019Q3 202319
Capital Investment Advisory Services, LLC 1270.02%0.02%0.05%Q4 2018Q3 202319
Sigma Planning Corp 19190.02%0.07%0.18%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Matthew Goff Investment Advisor, LLC 1450.33%0.45%0.80%Q3 2017Q3 202319
Aspire Private Capital, LLC 18180.00%0.02%0.04%Q2 2019Q3 202318
Strategic Investment Advisors / MI 18180.60%2.54%6.60%Q2 2019Q3 202318
PLIMOTH TRUST CO LLC 18180.18%0.22%0.26%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
M Holdings Securities, Inc. 1110.02%0.12%0.21%Q3 2016Q2 202318
Global Retirement Partners, LLC 750.00%0.02%0.06%Q4 2016Q3 202318
Kovitz Investment Group Partners, LLC 1530.00%0.05%0.12%Q1 2019Q3 202318
JANE STREET GROUP, LLC 410.00%0.01%0.04%Q4 2014Q1 202218
Thomasville National Bank 18180.03%0.04%0.07%Q4 2018Q1 202318
Rockefeller Capital Management L.P. 17170.00%0.14%0.28%Q3 2019Q3 202317
B. Riley Wealth Advisors, Inc. 1410.00%0.02%0.04%Q4 2014Q3 202317
Asset Planning Services, Ltd. 17170.04%0.05%0.06%Q3 2015Q3 201917
WFG Advisors, LP 17170.00%0.01%0.01%Q2 2013Q2 201717
Parallel Advisors, LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
PrairieView Partners, LLC 17170.04%0.04%0.05%Q3 2019Q3 202317
MYCIO WEALTH PARTNERS, LLC 1610.01%0.03%0.04%Q2 2013Q4 201917
SILVERCREST ASSET MANAGEMENT GROUP LLC 17170.00%0.00%0.00%Q3 2016Q3 202017
LWS Wealth Advisors, Inc. 16160.24%0.31%0.38%Q4 2019Q3 202316
Csenge Advisory Group 1010.01%0.09%0.30%Q3 2017Q3 202316
Brinker Capital Investments, LLC 1330.00%0.11%0.53%Q2 2014Q4 201916
NEXT Financial Group, Inc 1110.00%0.10%0.23%Q3 2014Q4 202116
Secure Asset Management, LLC 16160.10%0.16%0.24%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.65%1.09%2.37%Q4 2019Q3 202316
HILLTOP WEALTH ADVISORS, LLC 16161.37%1.76%2.65%Q4 2019Q3 202316
Voya Financial Advisors, Inc. 16160.02%0.05%0.10%Q1 2016Q4 201916
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 15150.22%0.69%1.26%Q1 2020Q3 202315
Concorde Asset Management, LLC 1210.12%0.62%1.35%Q3 2018Q3 202315
Petix & Botte Co 1230.30%0.38%0.54%Q4 2019Q3 202315
Procyon Advisors, LLC 15150.45%1.22%2.10%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Disciplined Investments, LLC 15150.02%0.05%0.08%Q4 2019Q2 202315
TRUIST FINANCIAL CORP 960.00%0.00%0.00%Q4 2019Q3 202315
Strategic Blueprint, LLC 15150.03%0.08%0.38%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.08%0.18%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.65%1.29%1.94%Q1 2020Q3 202315
Bernardo Wealth Planning LLC 15150.59%7.77%11.30%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Western Wealth Management, LLC 870.04%0.06%0.09%Q4 2019Q3 202315
Koshinski Asset Management, Inc. 1310.03%0.09%0.14%Q1 2019Q3 202315
OGOREK ANTHONY JOSEPH /NY/ /ADV 14140.62%1.35%5.10%Q2 2020Q3 202314
UNIVEST FINANCIAL Corp 14140.07%0.08%0.09%Q2 2020Q3 202314
AMG National Trust Bank 14140.01%0.01%0.02%Q2 2020Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.03%0.26%0.64%Q2 2020Q3 202314
WealthOne, LLC 710.02%0.28%0.61%Q4 2018Q2 202314
NORTHERN CAPITAL MANAGEMENT LLC 14140.12%0.64%1.50%Q3 2015Q4 201814
Raab & Moskowitz Asset Management LLC 1210.03%0.15%0.22%Q3 2018Q3 202314
Allworth Financial LP 14140.01%0.02%0.04%Q2 2020Q3 202314
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q3 202314
Steward Partners Investment Advisory, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Bank of New York Mellon Corp 610.00%0.00%0.00%Q4 2013Q3 202314
MV CAPITAL MANAGEMENT, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 760.00%0.00%0.01%Q4 2019Q1 202313
Retirement Group, LLC 940.00%0.00%0.00%Q2 2020Q3 202313
Nicholas Hoffman & Company, LLC. 1210.01%0.03%0.06%Q4 2019Q3 202313
JFS WEALTH ADVISORS, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.12%0.21%Q3 2020Q3 202313
FIRST NATIONAL BANK OF OMAHA 850.03%0.07%0.15%Q3 2014Q3 202313
OneDigital Investment Advisors LLC 940.00%0.01%0.04%Q2 2017Q1 202213
Ferris Capital, LLC 1030.37%0.92%2.19%Q4 2018Q1 202213
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.07%0.21%0.28%Q3 2020Q3 202313
Select Asset Management & Trust 12123.24%9.43%16.88%Q4 2020Q3 202312
Wells Financial Advisors INC 12121.83%2.08%2.50%Q4 2020Q3 202312
Cresset Asset Management, LLC 930.00%0.04%0.24%Q3 2020Q3 202312
Holloway Wealth Management, LLC 12120.03%0.03%0.06%Q2 2019Q1 202212
Resolute Advisors LLC 12120.11%0.50%1.63%Q4 2020Q3 202312
Arkadios Wealth Advisors 12120.05%0.08%0.12%Q4 2020Q3 202312
Richard P Slaughter Associates Inc 12120.56%1.17%1.64%Q1 2021Q4 202312
Financial Avengers, Inc. 12120.02%0.03%0.04%Q4 2020Q3 202312
Zeit Capital LLC 121219.19%20.72%22.75%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Center For Asset Management LLC 12124.32%4.96%5.54%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.81%1.28%2.08%Q4 2020Q3 202312
EP Wealth Advisors, LLC 12120.00%0.06%0.21%Q4 2020Q3 202312
Capital Planning LLC 12122.55%3.00%3.68%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.16%0.24%0.42%Q4 2020Q3 202312
CALTON & ASSOCIATES, INC. 750.05%0.32%0.88%Q1 2020Q2 202312
Kistler-Tiffany Companies, LLC 12120.05%0.51%0.73%Q3 2020Q2 202312
J.W. COLE ADVISORS, INC. 840.03%0.12%0.33%Q3 2020Q3 202312
Evercore Wealth Management, LLC 12120.00%0.00%0.00%Q1 2015Q4 201712
FDx Advisors, Inc. 610.01%0.03%0.05%Q1 2017Q3 202312
WEALTHCARE CAPITAL MANAGEMENT LLC 12120.03%0.08%0.13%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.14%0.49%0.68%Q4 2020Q3 202312
FRANKLIN RESOURCES INC 910.00%0.00%0.00%Q3 2018Q3 202312
Mariner, LLC 750.00%0.01%0.02%Q4 2017Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.93%1.13%1.65%Q4 2020Q3 202312
TRUEWEALTH LLC 11110.15%0.17%0.18%Q4 2017Q2 202011
First Allied Advisory Services, Inc. 1010.01%0.02%0.08%Q4 2017Q3 202011
WNY Asset Management, LLC 11110.42%4.61%8.59%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 910.00%0.02%0.03%Q1 2014Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Geneos Wealth Management Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Laurel Wealth Advisors, Inc. 11110.45%0.56%0.68%Q2 2018Q4 202011
Silicon Valley Capital Partners 11110.33%3.38%7.70%Q1 2021Q3 202311
RELIANCE TRUST CO OF DELAWARE 11110.05%0.06%0.08%Q3 2016Q1 201911
Atria Investments, Inc 740.02%0.09%0.24%Q1 2019Q3 202311
Tranquility Partners, LLC 11110.11%0.13%0.14%Q4 2020Q2 202311
Angeles Investment Advisors, LLC 11110.04%0.16%0.51%Q4 2018Q2 202111
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Jacobi Capital Management LLC 11110.00%0.01%0.01%Q3 2017Q1 202011
MARINER INDEPENDENT ADVISOR NETWORK, LLC 830.05%0.06%0.08%Q3 2019Q3 202211
MEANS INVESTMENT CO., INC. 11112.22%3.77%5.35%Q1 2021Q3 202311
Tradition Wealth Management, LLC 11110.05%0.17%0.25%Q1 2021Q3 202311
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
VSR Financial Services, Inc. 11110.07%0.10%0.12%Q2 2013Q4 201511
ARTHUR M. COHEN & ASSOCIATES, LLC 11110.06%0.09%0.16%Q2 2020Q4 202211
Simplicity Solutions, LLC 11110.03%0.06%0.10%Q2 2018Q4 202011
Nachman Norwood & Parrott, Inc 11110.40%0.51%0.63%Q4 2018Q2 202111
Prime Capital Investment Advisors, LLC 810.01%0.03%0.09%Q4 2018Q3 202310
Founders Financial Alliance, LLC 410.00%0.00%0.01%Q3 2020Q3 202310
Brookstone Capital Management 10100.01%0.06%0.17%Q4 2020Q1 202310
Baird Financial Group, Inc. 730.00%0.02%0.04%Q2 2018Q3 202310
Visionary Wealth Advisors 10100.02%0.03%0.05%Q2 2021Q3 202310
QS Investors, LLC 610.00%0.02%0.02%Q2 2017Q2 202110
SG Americas Securities, LLC 510.00%0.00%0.01%Q4 2014Q4 201710
Beacon Pointe Advisors, LLC 10100.35%0.96%2.19%Q2 2021Q3 202310
NATIONAL PLANNING CORP 710.01%0.06%0.12%Q4 2013Q3 201710
Stratos Wealth Partners, LTD. 710.00%0.02%0.02%Q4 2017Q3 202310
BOKF, NA 410.00%0.00%0.01%Q3 2017Q3 202310
Carroll Financial Associates, Inc. 910.00%0.00%0.00%Q2 2016Q4 202110
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.03%Q1 2021Q3 202310
PARK AVENUE SECURITIES LLC 910.00%0.01%0.02%Q4 2019Q4 202210
Accel Wealth Management 10100.02%0.03%0.04%Q4 2020Q1 202310
VALLEY WEALTH MANAGERS, INC. 640.00%0.00%0.00%Q2 2016Q3 202310
Ameritas Investment Company, LLC 10100.01%0.09%0.30%Q2 2019Q3 202110
Timber Hill LLC 10100.00%0.01%0.01%Q2 2013Q3 201510
Wealthfront Advisers LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Continuum Advisory, LLC 10100.07%0.30%0.59%Q2 2021Q3 202310
Sequoia Financial Advisors, LLC 10100.82%1.07%1.24%Q2 2021Q3 202310
McClarren Financial Advisors, Inc. 540.03%0.18%0.45%Q2 2021Q3 20239
First Horizon Advisors, Inc. 510.00%0.00%0.01%Q4 2017Q3 20239
Bellwether Advisors, LLC 990.01%0.02%0.02%Q4 2020Q4 20229
Spire Wealth Management 630.01%0.01%0.01%Q1 2021Q3 20239
Global Financial Private Capital, Inc 540.02%0.64%1.25%Q3 2017Q2 20209
Mutual Advisors, LLC 990.04%0.08%0.19%Q3 2021Q3 20239
NewEdge Advisors, LLC 410.00%0.00%0.01%Q1 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.87%1.47%Q4 2019Q3 20239
Bell Bank 990.04%0.06%0.06%Q3 2021Q3 20239
Hilltop Holdings Inc. 540.03%0.04%0.04%Q4 2020Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.03%Q2 2013Q2 20159
Cornerstone Management, Inc. 990.04%0.05%0.06%Q1 2021Q1 20239
Pensionmark Financial Group, LLC 990.08%0.10%0.12%Q2 2019Q2 20219
Destiny Wealth Partners, LLC 990.08%1.77%2.30%Q4 2020Q4 20229
Cadence Bank 880.03%0.06%0.09%Q4 2021Q3 20238
GPS Wealth Strategies Group, LLC 530.01%0.01%0.01%Q3 2021Q3 20238
Annapolis Financial Services, LLC 880.01%0.21%0.56%Q4 2021Q3 20238
Homrich & Berg 880.01%0.11%0.18%Q4 2019Q3 20218
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q4 2019Q3 20238
BLUESTEIN R H & CO LLC 880.01%0.01%0.02%Q4 2020Q3 20228
V Wealth Advisors LLC 880.04%0.06%0.07%Q3 2021Q2 20238
Wharton Business Group, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.06%0.06%0.07%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 310.02%0.04%0.08%Q3 2016Q2 20238
Filbrandt Wealth Management, LLC 888.30%9.37%11.44%Q4 2019Q3 20218
Aspire Wealth Management Corp 880.08%0.09%0.09%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 884.32%5.43%6.54%Q4 2021Q3 20238
Avant Capital LLC 883.15%3.47%3.66%Q4 2021Q3 20238
HOWE & RUSLING INC 710.01%0.15%0.26%Q1 2016Q3 20238
HB Wealth Management, LLC 880.11%0.13%0.16%Q4 2021Q3 20238
Hudock, Inc. 610.00%0.20%0.73%Q3 2018Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 880.01%0.03%0.07%Q2 2014Q1 20168
EverSource Wealth Advisors, LLC 880.43%0.90%1.76%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 710.00%0.01%0.01%Q2 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.01%0.01%0.02%Q4 2021Q3 20238
PRUDENTIAL FINANCIAL INC 880.00%0.00%0.00%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 710.00%0.00%0.00%Q2 2018Q2 20208
AVANTAX ADVISORY SERVICES, INC. 710.01%0.20%0.25%Q3 2020Q3 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.01%Q3 2021Q3 20238
Crescent Grove Advisors, LLC 880.08%0.08%0.09%Q4 2021Q3 20238
1900 WEALTH MANAGEMENT LLC 880.04%0.06%0.13%Q2 2021Q1 20238
Qube Research & Technologies Ltd 710.00%0.00%0.01%Q3 2021Q3 20238
Pathway Financial Advisors LLC 880.18%0.28%0.34%Q4 2017Q3 20198
Ameritas Advisory Services, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 881.96%2.95%3.57%Q4 2021Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.01%0.01%Q4 2021Q3 20238
Ascent Group, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.40%0.48%0.51%Q1 2021Q3 20238
Column Capital Advisors, LLC 770.04%0.05%0.05%Q1 2022Q3 20237
High Net Worth Advisory Group LLC 770.12%0.23%0.29%Q2 2022Q4 20237
Merit Financial Group, LLC 770.71%1.04%1.94%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.07%0.10%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.04%0.09%0.22%Q1 2022Q3 20237
Financial Advocates Investment Management 770.26%0.52%0.67%Q4 2017Q2 20197
BOYS ARNOLD & CO INC 770.04%0.06%0.07%Q3 2018Q1 20207
Equitable Holdings, Inc. 610.00%0.03%0.04%Q4 2021Q3 20237
Rehmann Capital Advisory Group 770.06%0.61%1.26%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 770.03%0.03%0.03%Q3 2021Q1 20237
HAZLETT, BURT & WATSON, INC. 770.68%0.97%1.27%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2015Q4 20207
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
CVA Family Office, LLC 770.06%0.63%0.88%Q1 2022Q3 20237
9258 Wealth Management, LLC 770.08%1.20%1.86%Q1 2022Q3 20237
City State Bank 770.01%0.01%0.01%Q1 2022Q3 20237
BCS Wealth Management 610.09%0.11%0.14%Q4 2019Q1 20227
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 772.07%4.03%5.14%Q1 2022Q3 20237
Integrated Wealth Concepts LLC 410.01%0.04%0.10%Q4 2019Q3 20237
GeoWealth Management, LLC 610.02%0.13%0.29%Q3 2021Q3 20237
Bartlett & Co. LLC 770.00%0.00%0.00%Q2 2022Q4 20237
Bouchey Financial Group Ltd 771.52%3.14%4.74%Q2 2020Q4 20217
Worth Asset Management, LLC 770.00%0.17%0.79%Q1 2022Q3 20237
New England Private Wealth Advisors LLC 430.04%0.04%0.04%Q4 2021Q3 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 770.12%0.19%0.26%Q1 2020Q3 20217
Johnson Bixby & Associates, LLC 410.05%0.05%0.06%Q2 2021Q2 20237
WBH ADVISORY INC 430.03%0.03%0.03%Q4 2021Q3 20237
Keystone Financial Group 520.06%0.08%0.09%Q4 2021Q3 20237
PFG Private Wealth Management, LLC 770.00%4.88%10.11%Q1 2022Q3 20237
Johanson Financial Advisors, Inc. 770.17%0.34%0.66%Q2 2020Q4 20217
Key FInancial Inc 770.03%0.04%0.05%Q1 2022Q3 20237
EATON VANCE MANAGEMENT 510.00%0.00%0.00%Q2 2014Q4 20156
WADE G W & INC 660.03%0.03%0.03%Q2 2022Q3 20236
UBS AG 660.02%0.02%0.03%Q2 2013Q3 20146
Berger Financial Group, Inc 660.06%0.08%0.09%Q2 2022Q3 20236
Boyd Wealth Management, LLC 660.87%1.73%2.23%Q2 2022Q3 20236
NewFocus Financial Group, LLC 660.18%0.84%1.85%Q3 2019Q4 20206
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 660.10%0.11%0.13%Q3 2016Q4 20176
Interchange Capital Partners, LLC 660.36%0.84%1.37%Q2 2022Q3 20236
PFG Advisors 510.04%0.10%0.15%Q3 2020Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.02%Q2 2022Q3 20236
Redwood Financial Network Corp 660.60%0.69%0.78%Q1 2022Q2 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
SIMON QUICK ADVISORS, LLC 660.15%0.18%0.20%Q2 2022Q3 20236
Kingsview Wealth Management, LLC 660.09%1.03%1.59%Q3 2018Q4 20196
PagnatoKarp Partners LLC 410.04%0.05%0.06%Q4 2017Q4 20196
Orion Portfolio Solutions, LLC 310.00%0.01%0.02%Q4 2019Q3 20236
Wealthspire Advisors, L.P. 660.01%0.01%0.01%Q4 2017Q1 20196
Patriot Financial Group Insurance Agency, LLC 660.06%0.19%0.24%Q2 2022Q3 20236
Merriman Wealth Management, LLC 310.32%2.50%12.64%Q2 2015Q2 20236
KMS FINANCIAL SERVICES, INC 660.04%0.05%0.06%Q2 2013Q3 20146
Belpointe Asset Management LLC 660.01%0.03%0.04%Q4 2021Q1 20236
MONETA GROUP INVESTMENT ADVISORS LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Focused Wealth Management, Inc 660.00%0.12%0.70%Q2 2022Q3 20236
Bank Pictet & Cie (Europe) AG 661.64%2.90%7.59%Q2 2014Q3 20156
COLTON GROOME FINANCIAL ADVISORS, LLC 660.11%0.12%0.14%Q3 2021Q4 20226
Biltmore Capital Advisors LLC 664.58%5.27%6.72%Q3 2020Q4 20216
Gradient Investments LLC 210.00%0.00%0.00%Q2 2019Q3 20236
PEAK FINANCIAL ADVISORS LLC 660.27%3.92%5.22%Q1 2022Q2 20236
Global Wealth Management Investment Advisory, Inc. 410.00%0.01%0.02%Q2 2019Q2 20236
1919 Investment Counsel, LLC 660.00%0.01%0.02%Q2 2013Q3 20146
Cerity Partners LLC 660.00%0.06%0.35%Q1 2022Q2 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q2 2013Q3 20146
NORTHSTAR WEALTH PARTNERS LLC 320.17%0.50%0.88%Q2 2017Q3 20205
James J. Burns & Company, LLC 552.26%2.53%3.15%Q3 2022Q3 20235
Meridian Wealth Management, LLC 410.03%0.05%0.05%Q2 2022Q3 20235
Apeiron RIA LLC 550.10%0.10%0.12%Q3 2022Q3 20235
JACKSON SQUARE CAPITAL, LLC 410.06%0.08%0.11%Q4 2019Q1 20225
Vantage Financial Partners, LLC 550.10%0.13%0.15%Q4 2021Q4 20225
WealthTrust Fairport, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
ETF Portfolio Partners, Inc. 553.82%3.98%4.17%Q3 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.03%1.63%2.96%Q1 2022Q1 20235
Archer Investment Corp 550.01%0.01%0.02%Q2 2019Q2 20205
StoneX Group Inc. 550.05%0.10%0.11%Q4 2020Q4 20215
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
UMB Bank, n.a. 550.00%0.00%0.00%Q3 2022Q3 20235
MAI Capital Management 550.03%0.04%0.04%Q3 2022Q3 20235
Venture Visionary Partners LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Crane Advisory, LLC 550.20%0.32%0.52%Q3 2022Q3 20235
Blue Trust, Inc. 320.00%0.00%0.00%Q2 2022Q3 20235
Certified Advisory Corp 310.02%0.02%0.04%Q4 2019Q3 20235
Royal Fund Management, LLC 410.00%0.12%0.22%Q3 2017Q3 20235
UBS ASSET MANAGEMENT AMERICAS INC 550.00%0.00%0.00%Q3 2018Q3 20195
QUADRANT CAPITAL GROUP LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AGF INVESTMENTS INC. 550.04%0.04%0.05%Q2 2016Q2 20175
Pachira Investments Inc. 551.02%3.81%6.27%Q3 2022Q3 20235
55I, LLC 550.13%0.20%0.30%Q4 2018Q4 20195
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
Bullseye Investment Management, LLC 410.31%3.00%8.03%Q1 2022Q2 20235
Ellis Investment Partners, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
CreativeOne Wealth, LLC 550.02%0.17%0.36%Q3 2022Q3 20235
Transparent Wealth Partners LLC 410.31%4.32%7.07%Q4 2021Q1 20235
CENTRAL TRUST Co 550.00%0.00%0.00%Q3 2015Q3 20165
Paradigm Financial Partners, LLC 550.40%0.57%0.77%Q1 2019Q1 20205
Veracity Capital LLC 550.06%0.12%0.16%Q2 2021Q2 20225
FRG Family Wealth Advisors LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
WEDBUSH SECURITIES INC 440.02%0.02%0.02%Q4 2022Q3 20234
Marmo Financial Group, LLC 447.68%8.73%11.52%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.50%1.95%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20234
Financial Alternatives, Inc 440.25%0.26%0.28%Q4 2022Q3 20234
TEXAS CAPITAL BANCSHARES INC/TX 221.25%4.06%6.87%Q3 2015Q1 20194
Edge Advisors, LLC 440.01%0.01%0.02%Q3 2017Q2 20184
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.11%0.16%0.22%Q4 2022Q3 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 440.09%0.12%0.15%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Doyle Wealth Management 310.02%0.03%0.03%Q4 2018Q4 20194
O'ROURKE & COMPANY, Inc 440.16%0.19%0.20%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 440.01%0.01%0.02%Q1 2014Q4 20144
Clarus Wealth Advisors 440.02%0.02%0.03%Q2 2018Q1 20194
Sonoma Private Wealth LLC 442.21%2.41%2.60%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 440.02%0.02%0.03%Q3 2016Q2 20174
AFS Financial Group, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 444.94%5.10%5.25%Q4 2022Q3 20234
IFC Holdings Incorporated/FL 440.02%0.03%0.04%Q1 2017Q4 20174
Latitude Advisors, LLC 310.07%0.12%0.22%Q1 2021Q1 20224
SouthState Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.05%0.05%0.05%Q1 2016Q4 20164
Dynamic Advisor Solutions LLC 440.03%0.04%0.05%Q4 2021Q3 20224
Life Planning Partners, Inc 440.04%0.04%0.04%Q4 2021Q3 20224
Vigilant Capital Management, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
Kowal Investment Group, LLC 440.10%0.11%0.13%Q2 2022Q1 20234
Baldrige Asset Management LLC 440.01%0.01%0.02%Q2 2021Q1 20224
LEVEL FOUR ADVISORY SERVICES, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
GODSEY & GIBB, INC 440.04%0.05%0.07%Q1 2014Q4 20144
MFA WEALTH ADVISORS, LLC 447.78%8.35%9.09%Q2 2022Q1 20234
Paradigm Financial Advisors, LLC 310.08%0.09%0.13%Q1 2014Q4 20194
NVWM, LLC 440.01%0.02%0.03%Q4 2017Q3 20184
Heartwood Wealth Management Ltd 4426.80%36.21%44.86%Q4 2015Q3 20164
BSW Wealth Partners 445.92%6.34%6.78%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 440.00%0.01%0.01%Q4 2017Q3 20184
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Private Wealth Group, LLC 440.49%0.84%1.07%Q4 2022Q3 20234
MANCHESTER FINANCIAL INC 330.07%0.08%0.09%Q3 2020Q1 20213
LVW Advisors, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
Systelligence, LLC 330.73%1.31%2.02%Q4 2019Q2 20203
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Truvestments Capital LLC 210.01%0.01%0.01%Q4 2021Q3 20223
Haverford Trust Co 330.00%0.00%0.01%Q1 2023Q3 20233
Stonebridge Capital Advisors LLC 330.01%0.01%0.02%Q1 2021Q3 20213
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.02%0.02%0.03%Q3 2019Q1 20203
FIRST TRUST ADVISORS LP 330.00%0.01%0.01%Q1 2022Q3 20223
TFB Advisors LLC 333.76%5.30%6.21%Q4 2022Q2 20233
Sound Income Strategies, LLC 210.00%0.00%0.00%Q4 2017Q1 20223
Hugh Johnson Advisors LLC 210.08%0.15%0.18%Q2 2013Q1 20143
West Financial Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Garden State Investment Advisory Services LLC 330.13%0.16%0.20%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.04%Q3 2022Q3 20233
Sandy Spring Bank 330.01%0.01%0.01%Q3 2019Q1 20203
CoreCap Advisors, LLC 110.01%0.02%0.02%Q4 2021Q4 20223
Revisor Wealth Management LLC 330.55%0.65%0.78%Q1 2023Q3 20233
HRT FINANCIAL LP 210.00%0.04%0.10%Q2 2020Q1 20223
Legend Financial Advisors, Inc. 330.02%0.02%0.02%Q3 2022Q1 20233
Strategic Financial Concepts, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
First Command Bank 330.01%0.01%0.01%Q4 2022Q2 20233
Buck Wealth Strategies, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2022Q3 20223
SILVERLAKE WEALTH MANAGEMENT LLC 330.15%0.16%0.18%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.77%0.84%0.89%Q4 2020Q2 20213
ShoreHaven Wealth Partners, LLC 330.24%0.82%1.79%Q4 2022Q2 20233
CERTUITY, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Joel Isaacson & Co., LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Sonora Investment Management, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
BAKER BOYER NATIONAL BANK 331.19%1.23%1.26%Q3 2017Q1 20183
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
Americana Partners, LLC 210.10%0.21%0.41%Q1 2021Q3 20233
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q4 2021Q3 20233
INVESTMENT CENTERS OF AMERICA INC 210.02%0.02%0.02%Q4 2016Q3 20173
First Command Financial Services, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
H&H Retirement Design & Management INC 330.44%0.48%0.50%Q2 2022Q4 20223
Glass Jacobson Investment Advisors llc 210.60%0.64%0.67%Q4 2022Q3 20233
Charter Oak Capital Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
CHANNEL WEALTH LLC 330.52%0.62%0.79%Q1 2023Q3 20233
ProVise Management Group, LLC 220.02%0.04%0.06%Q1 2022Q2 20222
Anchor Investment Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
COMERICA BANK 110.00%0.02%0.03%Q3 2013Q3 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.03%0.03%0.03%Q4 2022Q3 20232
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
ZWJ INVESTMENT COUNSEL INC 220.04%0.05%0.06%Q4 2019Q1 20202
Financial Planners of Cleveland, Inc. 220.22%0.23%0.24%Q4 2021Q1 20222
Lindbrook Capital, LLC 110.00%0.01%0.02%Q3 2020Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
SILVER OAK SECURITIES, INCORPORATED 110.15%0.15%0.15%Q3 2022Q3 20232
Castle Rock Wealth Management, LLC 220.23%0.25%0.26%Q3 2019Q4 20192
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Accurate Wealth Management, LLC 220.07%0.20%0.32%Q3 2022Q4 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.07%0.08%0.08%Q1 2022Q2 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q2 20232
GoalVest Advisory LLC 110.01%0.03%0.05%Q4 2020Q3 20232
ClearBridge Investments 220.00%0.00%0.00%Q3 2016Q4 20162
SEAVIEW INVESTMENT MANAGERS LLC 221.10%1.15%1.20%Q4 2022Q1 20232
Resurgent Financial Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Advocacy Wealth Management Services, LLC 220.09%0.11%0.13%Q2 2013Q3 20132
True Capital Management 220.26%0.30%0.33%Q4 2022Q1 20232
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q1 20142
Oak Point Wealth Management 220.00%0.00%0.00%Q4 2017Q1 20182
Zhang Financial LLC 220.02%0.16%0.29%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Ellevest, Inc. 110.00%0.00%0.00%Q4 2018Q1 20202
Cassaday & Co Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Charles Schwab Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2013Q4 20152
Alaska Permanent Capital Management 220.04%0.04%0.04%Q2 2023Q3 20232
Partnervest Advisory Services LLC 220.00%0.01%0.01%Q2 2013Q3 20132
Robertson Stephens Wealth Management, LLC 220.09%0.13%0.17%Q4 2022Q1 20232
Venturi Wealth Management, LLC 220.28%0.29%0.30%Q4 2018Q1 20192
CABANA LLC 110.00%9.15%18.30%Q2 2020Q2 20222
Trilogy Capital Inc. 221.69%1.77%1.84%Q4 2020Q1 20212
Howard Capital Management Inc. 220.15%0.16%0.16%Q3 2021Q4 20212
SageView Advisory Group, LLC 220.26%0.30%0.34%Q4 2022Q1 20232
JOYN Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Eudaimonia Partners, LLC 110.00%0.03%0.05%Q1 2021Q4 20222
Arden Trust Co 110.03%0.04%0.04%Q2 2019Q1 20202
One Capital Management, LLC 220.14%0.15%0.17%Q4 2022Q1 20232
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q4 20202
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2013Q1 20142
Financial Architects, Inc 220.00%0.01%0.01%Q4 2017Q1 20182
JSF Financial, LLC 220.09%0.10%0.10%Q1 2022Q2 20222
CX Institutional 220.13%0.18%0.24%Q4 2022Q1 20232
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2021Q2 20212
Segment Wealth Management, LLC 221.04%1.05%1.06%Q3 2022Q4 20222
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.04%0.04%0.04%Q4 2022Q1 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q1 2020Q2 20202
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2022Q4 20222
FOUNDERS FINANCIAL SECURITIES LLC 220.03%0.04%0.05%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.30%0.31%0.31%Q2 2023Q3 20232
Snowden Capital Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Kovack Advisors, Inc. 220.07%0.07%0.08%Q2 2018Q3 20182
EPG Wealth Management LLC 220.03%0.03%0.03%Q4 2019Q1 20202
SCOTIA CAPITAL INC. 220.00%0.00%0.00%Q3 2019Q4 20192
DFPG INVESTMENTS, LLC 220.03%0.04%0.06%Q2 2023Q3 20232
TOWNSQUARE CAPITAL LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Birchcreek Wealth Management, LLC 111.28%1.28%1.28%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
Bangor Savings Bank 110.00%0.00%0.00%Q4 2022Q4 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Avantax Planning Partners, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
IFG Advisory, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
CSM Advisors, LLC 111.93%1.93%1.93%Q1 2022Q1 20221
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FSC Wealth Advisors, LLC 113.17%3.17%3.17%Q1 2022Q1 20221
Platform Technology Partners 110.38%0.38%0.38%Q1 2020Q1 20201
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RF&L WEALTH MANAGEMENT, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Rosenberg Matthew Hamilton 110.02%0.02%0.02%Q1 2023Q1 20231
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Advisor Resource Council 110.02%0.02%0.02%Q2 2022Q2 20221
Risk Paradigm Group, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
TWO SIGMA SECURITIES, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Global Index Advisors Inc 110.12%0.12%0.12%Q2 2014Q2 20141
CITY HOLDING CO 110.00%0.00%0.00%Q3 2020Q3 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
American Planning Services, Inc. 110.21%0.21%0.21%Q1 2023Q1 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
PNC Managed Account Solutions, Inc. 112.42%2.42%2.42%Q2 2021Q2 20211
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Stelac Advisory Services LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OKABENA INVESTMENT SERVICES INC 110.02%0.02%0.02%Q1 2023Q1 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Barnett & Company, Inc. 110.05%0.05%0.05%Q1 2016Q1 20161
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sensible Financial Planning & Management, LLC. 110.01%0.01%0.01%Q2 2016Q2 20161
KEYBANK NATIONAL ASSOCIATION/OH 110.01%0.01%0.01%Q4 2020Q4 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
LANDAAS & CO /WI /ADV 110.21%0.21%0.21%Q3 2023Q3 20231
Jackson Wealth Management, LLC 111.79%1.79%1.79%Q1 2023Q1 20231
RKL Wealth Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Avestar Capital, LLC 113.26%3.26%3.26%Q3 2022Q3 20221
FNY Investment Advisers, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Country Club Trust Company, n.a. 110.06%0.06%0.06%Q4 2021Q4 20211
BBVA USA Bancshares, Inc. 110.58%0.58%0.58%Q1 2021Q1 20211
Nalls Sherbakoff Group, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Carolina Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Miracle Mile Advisors, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
BROWN WEALTH MANAGEMENT, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
IAMS WEALTH MANAGEMENT, LLC 110.74%0.74%0.74%Q4 2022Q4 20221
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Foundations Investment Advisors, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
DERBY & COMPANY, INC 110.99%0.99%0.99%Q4 2019Q4 20191
ExodusPoint Capital Management, LP 110.02%0.02%0.02%Q2 2020Q2 20201
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BUCKINGHAM STRATEGIC WEALTH, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Stuart Chaussee & Associates, Inc. 110.58%0.58%0.58%Q1 2021Q1 20211
Sterling Investment Counsel, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
ROPES WEALTH ADVISORS LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Inscription Capital, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2016Q2 20161
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
SkyOak Wealth, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Penserra Capital Management LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Blackston Financial Advisory Group, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q2 2016Q2 20161
MCF Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Karp Capital Management Corp 111.02%1.02%1.02%Q2 2022Q2 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Y-Intercept (Hong Kong) Ltd 110.06%0.06%0.06%Q1 2022Q1 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
EVOKE WEALTH, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Arkos Global Advisors 110.06%0.06%0.06%Q1 2022Q1 20221
Moss Adams Wealth Advisors LLC 112.29%2.29%2.29%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
COWEN AND COMPANY, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MATHER GROUP, LLC. 110.07%0.07%0.07%Q2 2023Q2 20231
Ethos Financial Group, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Western Capital Management Co 110.09%0.09%0.09%Q4 2014Q4 20141
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
4Thought Financial Group Inc. 110.06%0.06%0.06%Q1 2021Q1 20211
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q3 2017Q3 20171
NSI Retail Advisors, LLC 114.18%4.18%4.18%Q1 2022Q1 20221
Peak Capital Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EXCHANGE TRADED CONCEPTS, LLC 117.94%7.94%7.94%Q2 2022Q2 20221
Virtu Financial LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Clarity Financial LLC 110.38%0.38%0.38%Q3 2021Q3 20211
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Waldron Private Wealth LLC 110.14%0.14%0.14%Q3 2015Q3 20151
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
DRW Securities, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Trexquant Investment LP 110.02%0.02%0.02%Q1 2020Q1 20201
Cresta Advisors, Ltd. 110.32%0.32%0.32%Q3 2023Q3 20231
KING LUTHER CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q4 2015Q4 20151
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Burns Matteson Capital Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
Hamlin Capital Management, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
External links

This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.