VANGUARD WHITEHALL FDS shareholder history

Current and past VANGUARD WHITEHALL FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 940.00%0.00%0.01%Q1 2017Q3 202335
ROYAL BANK OF CANADA 31310.00%0.00%0.02%Q1 2016Q3 202331
BANK OF AMERICA CORP /DE/ 31310.00%0.01%0.02%Q1 2016Q3 202331
LPL Financial LLC 30300.00%0.03%0.06%Q2 2016Q3 202330
J.P. Morgan Private Wealth Advisors LLC 2910.00%0.01%0.02%Q1 2016Q3 202330
UBS Group AG 30300.00%0.01%0.04%Q2 2016Q3 202330
LS Investment Advisors, LLC 2370.01%0.59%2.16%Q1 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 29290.00%0.02%0.03%Q3 2016Q3 202329
Northeast Financial Consultants Inc 28280.02%0.70%2.98%Q4 2016Q3 202328
Private Advisor Group, LLC 1410.00%0.03%0.18%Q1 2016Q3 202328
STIFEL FINANCIAL CORP 28280.00%0.01%0.02%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1730.00%0.02%0.08%Q1 2016Q3 202328
MORGAN STANLEY 28280.00%0.01%0.03%Q4 2016Q3 202328
Veritable, L.P. 27270.01%0.07%0.16%Q4 2016Q2 202327
BANK OF MONTREAL /CAN/ 2520.00%0.00%0.00%Q4 2016Q3 202327
RAYMOND JAMES & ASSOCIATES 27270.00%0.00%0.01%Q1 2017Q3 202327
Creative Planning 27270.00%0.02%0.05%Q1 2017Q3 202327
Coastline Trust Co 2340.03%0.04%0.05%Q4 2016Q3 202327
IFP Advisors, Inc 1110.00%0.01%0.04%Q1 2016Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.01%0.01%Q2 2017Q3 202326
Capital Investment Advisors, LLC 26260.19%0.79%2.28%Q3 2017Q4 202326
WELLS FARGO & COMPANY/MN 26260.01%0.02%0.03%Q2 2017Q3 202326
Raymond James Financial Services Advisors, Inc. 1970.00%0.02%0.05%Q1 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.01%0.02%Q2 2017Q3 202326
CITIGROUP INC 26260.00%0.00%0.01%Q2 2017Q3 202326
FIRST HAWAIIAN BANK 25250.09%0.81%1.21%Q3 2017Q3 202325
Advisory Services Network, LLC 25250.01%0.05%0.12%Q3 2017Q3 202325
Charles Schwab Investment Advisory, Inc. 24240.12%0.18%0.23%Q4 2017Q3 202324
Bartlett & Co. LLC 1680.03%0.07%0.10%Q4 2017Q4 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.07%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.02%Q1 2018Q3 202323
JPMORGAN CHASE & CO 23230.00%0.00%0.00%Q1 2018Q3 202323
North Star Investment Management Corp. 1750.00%0.01%0.02%Q1 2018Q3 202322
FORVIS Wealth Advisors, LLC 11110.01%0.05%0.10%Q1 2018Q3 202322
Janney Capital Management LLC 22220.34%0.49%0.69%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1040.00%0.00%0.01%Q4 2017Q3 202322
HOWE & RUSLING INC 21210.01%0.19%0.34%Q3 2018Q3 202321
Janney Montgomery Scott LLC 21210.00%0.02%0.04%Q3 2018Q3 202321
STEPHENS INC /AR/ 21210.10%0.13%0.19%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Anchor Investment Management, LLC 21210.00%0.05%0.16%Q4 2018Q4 202321
Wealthcare Advisory Partners LLC 1290.01%0.03%0.15%Q1 2018Q3 202321
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.11%0.74%Q4 2018Q3 202320
Pinnacle Wealth Management Advisory Group, LLC 20200.08%0.16%0.24%Q4 2018Q3 202320
Wela Strategies, Inc. 20200.35%0.57%1.15%Q3 2017Q2 202220
WEALTHSOURCE PARTNERS, LLC 1460.03%0.05%0.07%Q3 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.02%0.05%Q4 2018Q3 202320
PINNACLE ASSOCIATES LTD 20200.01%0.02%0.04%Q4 2018Q3 202320
FMR LLC 1370.00%0.00%0.00%Q3 2018Q3 202320
Carroll Financial Associates, Inc. 20200.00%0.01%0.02%Q1 2017Q4 202120
MML INVESTORS SERVICES, LLC 1520.00%0.01%0.03%Q1 2018Q3 202320
Country Club Trust Company, n.a. 19190.18%0.60%0.95%Q2 2017Q4 202119
Vestmark Advisory Solutions, Inc. 19190.03%0.13%0.30%Q1 2019Q3 202319
Global Retirement Partners, LLC 750.01%0.02%0.04%Q2 2017Q3 202319
American Portfolios Advisors 19190.00%0.13%0.26%Q1 2018Q3 202219
NEW ENGLAND ASSET MANAGEMENT INC 19190.02%0.05%0.17%Q1 2019Q3 202319
Jackson Hole Capital Partners, LLC 19190.01%0.01%0.03%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
Berkeley Capital Partners, LLC 18180.14%0.17%0.21%Q2 2019Q3 202318
Towerpoint Wealth, LLC 1530.12%0.23%0.48%Q4 2018Q2 202318
Cedar Brook Financial Partners, LLC 18180.09%0.18%0.30%Q2 2019Q3 202318
Dai-ichi Life Insurance Company, Ltd 1440.01%0.04%0.09%Q1 2019Q3 202318
Financial Insights, Inc. 1710.10%0.29%0.40%Q1 2019Q3 202318
CWM, LLC 1080.19%0.23%0.35%Q1 2019Q3 202318
GOLDMAN SACHS GROUP INC 990.00%0.00%0.00%Q4 2018Q3 202318
JANUS HENDERSON GROUP PLC 1160.00%0.00%0.00%Q2 2017Q2 202217
Ally Invest Advisors Inc. 17170.11%0.22%0.32%Q3 2019Q3 202317
Cetera Advisors LLC 740.01%0.02%0.04%Q3 2018Q3 202317
BANK OF HAWAII 17170.04%1.36%2.28%Q3 2019Q3 202317
Geneos Wealth Management Inc. 17170.00%0.01%0.04%Q3 2019Q3 202317
Busey Bank 17170.04%0.22%0.62%Q3 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.00%Q1 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.02%Q4 2019Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 910.00%0.00%0.01%Q4 2017Q3 202316
OneDigital Investment Advisors LLC 1510.01%0.04%0.08%Q1 2019Q3 202316
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1420.74%0.99%1.25%Q3 2019Q3 202316
Principle Wealth Partners LLC 16160.06%0.10%0.31%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.21%0.87%4.81%Q4 2019Q3 202316
Cornerstone Advisory, LLC 16160.21%0.35%0.68%Q4 2019Q3 202316
Ancora Advisors LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Montecito Bank & Trust 710.04%0.24%0.60%Q1 2018Q4 202316
Rockefeller Capital Management L.P. 15150.00%0.02%0.05%Q1 2020Q3 202315
Arlington Partners LLC 15150.41%1.78%4.89%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15150.10%0.27%0.53%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.03%0.05%0.08%Q1 2020Q3 202315
CVA Family Office, LLC 15150.05%0.11%0.19%Q1 2020Q3 202315
EPG Wealth Management LLC 1050.02%0.10%0.18%Q4 2019Q3 202315
ProVise Management Group, LLC 15150.02%0.03%0.04%Q3 2018Q1 202215
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Manning & Napier Group, LLC 15150.00%0.02%0.03%Q1 2020Q3 202315
Parallel Advisors, LLC 640.00%0.00%0.00%Q3 2017Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1320.00%0.01%0.02%Q1 2018Q3 202315
Disciplined Investments, LLC 15150.01%0.03%0.05%Q4 2019Q2 202315
Cedar Wealth Management, LLC 15150.03%0.06%0.08%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 1410.02%0.22%0.58%Q2 2018Q3 202315
Unison Advisors LLC 14140.48%1.02%1.73%Q2 2020Q3 202314
SWS Partners 510.44%0.69%0.94%Q4 2017Q3 202314
AE Wealth Management LLC 1210.00%0.02%0.04%Q4 2019Q3 202314
Patriot Financial Group Insurance Agency, LLC 14140.00%0.01%0.02%Q1 2019Q2 202214
VANGUARD GROUP INC 910.00%0.00%0.00%Q2 2016Q3 202314
Ackerman Capital Advisors, LLC 14141.88%4.51%7.77%Q2 2020Q3 202314
Human Investing LLC 14140.24%1.28%2.25%Q2 2020Q3 202314
Quaker Wealth Management, LLC 867.72%9.95%12.19%Q4 2019Q3 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.04%0.06%Q3 2016Q4 201914
Smithfield Trust Co 14140.00%0.01%0.02%Q2 2020Q3 202314
OLD MISSION CAPITAL LLC 610.01%0.17%0.48%Q3 2016Q3 202314
BCS Wealth Management 1010.45%0.76%1.04%Q4 2019Q3 202314
HUNTINGTON NATIONAL BANK 14140.00%0.00%0.01%Q2 2020Q3 202314
Linscomb & Williams, Inc. 14140.33%0.38%0.43%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.21%0.29%0.40%Q2 2020Q3 202314
HIGHLAND CAPITAL MANAGEMENT, LLC 1220.01%0.02%0.02%Q1 2019Q3 202314
180 WEALTH ADVISORS, LLC 1220.06%0.20%0.42%Q3 2018Q3 202314
Newfound Research LLC 14140.00%0.43%1.32%Q4 2016Q1 202014
COLONY GROUP LLC 14140.01%0.02%0.03%Q1 2019Q2 202214
Advisor Group, Inc. 14140.00%0.01%0.02%Q3 2016Q4 201914
ARQ WEALTH ADVISORS, LLC 13130.19%0.40%0.81%Q3 2020Q3 202313
Windsor Creek Advisors, LLC 13130.16%1.34%2.43%Q4 2018Q4 202113
Kestra Advisory Services, LLC 13130.01%0.02%0.12%Q3 2020Q3 202313
SEI INVESTMENTS CO 13130.01%0.01%0.02%Q3 2020Q3 202313
Selective Wealth Management, Inc. 13130.01%0.02%0.04%Q3 2019Q3 202213
Belpointe Asset Management LLC 760.02%0.07%0.19%Q2 2020Q3 202313
First National Bank of Mount Dora, Trust Investment Services 13130.08%0.14%0.16%Q4 2020Q4 202313
C M BIDWELL & ASSOCIATES LTD 13130.00%0.20%0.33%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.11%0.15%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
McNamara Financial Services, Inc. 13130.07%0.16%0.26%Q3 2020Q3 202313
MEEDER ASSET MANAGEMENT INC 13130.02%0.12%0.28%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.01%Q1 2016Q1 202113
GLENMEDE TRUST CO NA 1120.01%0.01%0.01%Q2 2020Q3 202313
Atria Investments, Inc 610.01%0.08%0.37%Q4 2017Q3 202313
Valmark Advisers, Inc. 12120.00%0.01%0.02%Q4 2020Q3 202312
MOSELEY INVESTMENT MANAGEMENT INC 12120.13%0.33%0.54%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.17%0.63%0.84%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.01%0.02%Q4 2020Q3 202312
ASSETMARK, INC 810.03%0.09%0.13%Q1 2018Q3 202312
US BANCORP \DE\ 1010.00%0.00%0.00%Q4 2018Q3 202312
Southern Farm Bureau Life Insurance 12122.27%3.49%9.78%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1110.00%0.02%0.04%Q2 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.04%0.12%0.17%Q4 2020Q3 202312
BlackRock Inc. 710.00%0.00%0.00%Q1 2018Q1 202212
SIMON QUICK ADVISORS, LLC 1110.01%0.04%0.09%Q4 2017Q3 202312
OPPENHEIMER & CO INC 1110.01%0.04%0.06%Q2 2020Q3 202312
Professional Financial Advisors, LLC 12120.00%0.28%1.65%Q4 2019Q3 202212
American Investment Services, Inc. 12123.62%4.29%5.54%Q4 2020Q3 202312
Baird Financial Group, Inc. 12120.00%0.02%0.04%Q4 2020Q3 202312
Barry Investment Advisors, LLC 12120.21%2.44%7.45%Q4 2020Q3 202312
VAN DEN BERG MANAGEMENT I, INC 12120.14%0.20%0.26%Q4 2020Q3 202312
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 710.02%0.02%0.04%Q2 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.08%0.15%0.28%Q4 2020Q3 202312
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 12120.04%0.06%0.07%Q2 2017Q1 202012
Element Wealth, LLC 12120.15%0.22%0.32%Q4 2020Q3 202312
Qube Research & Technologies Ltd 630.00%0.01%0.04%Q1 2020Q2 202312
Citizens Business Bank 12120.23%0.62%1.14%Q4 2020Q3 202312
Mutual Advisors, LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
Hamilton Wealth, LLC 610.17%5.05%7.58%Q4 2019Q3 202311
InterOcean Capital, LLC 11110.03%0.05%0.10%Q2 2017Q4 201911
Tempus Wealth Planning, LLC 11110.90%1.56%2.49%Q1 2021Q3 202311
Proficio Capital Partners LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Cetera Investment Advisers 11110.02%0.07%0.18%Q1 2021Q3 202311
CGN Advisors LLC 11110.06%0.10%0.13%Q2 2021Q4 202311
Orgel Wealth Management, LLC 11110.04%7.33%18.02%Q1 2021Q3 202311
Certified Advisory Corp 650.01%0.38%0.87%Q1 2018Q3 202311
Capital Investment Advisory Services, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
NewEdge Advisors, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
ATTICUS WEALTH MANAGEMENT, LLC 11110.01%0.11%0.24%Q1 2021Q3 202311
DAVENPORT & Co LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Walkner Condon Financial Advisors LLC 11110.12%0.39%0.75%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.12%0.50%1.37%Q4 2020Q2 202311
Essex Financial Services, Inc. 11110.02%0.04%0.09%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.02%0.02%Q1 2021Q3 202311
WestEnd Advisors, LLC 910.00%0.00%0.00%Q1 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.01%0.01%0.02%Q2 2021Q3 202310
Accel Wealth Management 10100.02%0.03%0.04%Q4 2020Q1 202310
HighMark Wealth Management LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
AdvisorNet Financial, Inc 820.00%0.05%0.15%Q3 2018Q3 202310
FIRST MANHATTAN CO. LLC. 10100.00%0.00%0.00%Q2 2021Q3 202310
SIGNET FINANCIAL MANAGEMENT, LLC 610.00%0.03%0.06%Q1 2018Q3 202310
Merriman Wealth Management, LLC 730.01%0.26%0.76%Q2 2019Q2 202210
Lebenthal Global Advisors, LLC 910.01%1.70%2.66%Q4 2020Q3 202310
Angeles Investment Advisors, LLC 10100.21%0.36%0.74%Q2 2021Q3 202310
PRUDENTIAL FINANCIAL INC 730.00%0.00%0.00%Q3 2017Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Southland Equity Partners LLC 10100.28%0.58%0.79%Q2 2021Q3 202310
FIDUCIARY TRUST CO 10100.01%0.11%0.21%Q2 2021Q3 202310
WNY Asset Management, LLC 10100.15%0.52%0.80%Q2 2021Q3 202310
CENTAURUS FINANCIAL, INC. 810.00%0.08%0.16%Q2 2018Q2 202210
HighTower Advisors, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
Roble, Belko & Company, Inc 730.00%1.11%2.57%Q3 2019Q3 202310
Laurel Wealth Advisors, Inc. 730.03%0.07%0.10%Q2 2018Q3 202110
Spire Wealth Management 10100.00%0.00%0.01%Q2 2021Q3 202310
Ameritas Investment Partners, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Fort Point Capital Partners LLC 10100.04%0.35%1.18%Q2 2021Q3 202310
Bremer Bank National Association 510.02%0.05%0.11%Q1 2019Q3 202310
Avantax Planning Partners, Inc. 630.02%0.03%0.06%Q1 2018Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.13%0.27%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.01%0.14%0.75%Q2 2021Q2 20239
NORTHSTAR WEALTH PARTNERS LLC 990.16%0.27%0.43%Q1 2018Q1 20209
Interchange Capital Partners, LLC 810.01%1.60%2.41%Q4 2020Q3 20239
FIRST CITIZENS BANK & TRUST CO 990.02%0.03%0.04%Q3 2021Q3 20239
Stokes & Hubbell Capital Management, LLC 990.08%0.42%2.35%Q1 2017Q1 20199
Financial Architects, Inc 420.01%0.43%0.73%Q1 2020Q2 20239
Lido Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Larson Financial Group LLC 990.00%0.01%0.01%Q3 2021Q3 20239
CADENCE BANK NA 990.35%0.36%0.38%Q2 2020Q2 20229
High Net Worth Advisory Group LLC 990.56%0.76%0.94%Q4 2021Q4 20239
Apriem Advisors 990.22%1.04%1.88%Q3 2016Q3 20189
Garde Capital, Inc. 540.01%0.01%0.02%Q1 2021Q3 20239
Mariner, LLC 810.00%0.02%0.02%Q3 2016Q3 20239
FDx Advisors, Inc. 990.02%0.08%0.16%Q3 2021Q3 20239
Edge Capital Group, LLC 540.06%0.10%0.16%Q1 2019Q3 20239
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Arkos Global Advisors 880.11%1.00%2.04%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
City State Bank 880.02%0.04%0.06%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Whitegate Investment Counselors, Inc. 880.26%0.33%0.44%Q4 2019Q3 20218
Rise Advisors, LLC 880.05%0.09%0.13%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.16%0.42%0.52%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.26%0.37%0.41%Q1 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.69%0.76%0.86%Q4 2021Q3 20238
Miracle Mile Advisors, LLC 710.01%0.02%0.03%Q3 2020Q3 20238
Apeiron RIA LLC 880.19%2.55%4.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.43%2.38%2.82%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.03%0.10%0.20%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.02%0.07%Q1 2019Q1 20218
FSC Wealth Advisors, LLC 880.05%0.27%0.69%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.02%0.03%0.03%Q1 2017Q4 20188
MBB PUBLIC MARKETS I LLC 880.12%0.21%0.35%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Pasadena Private Wealth, LLC 410.07%0.09%0.11%Q1 2020Q3 20238
EverSource Wealth Advisors, LLC 880.10%0.21%0.35%Q4 2021Q3 20238
Retirement Group, LLC 530.01%0.01%0.02%Q2 2021Q2 20238
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q1 2016Q4 20228
SeaCrest Wealth Management, LLC 710.01%0.09%0.13%Q4 2017Q2 20228
Kathleen S. Wright Associates Inc. 880.15%0.20%0.24%Q4 2021Q3 20238
StoneX Group Inc. 880.58%0.75%0.97%Q1 2020Q4 20218
BESSEMER GROUP INC 710.00%0.00%0.00%Q1 2017Q2 20218
RTD Financial Advisors, Inc. 881.56%1.63%1.69%Q4 2021Q3 20238
Investment Advisory Group, LLC 881.42%1.66%1.84%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.04%0.08%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Capital Advantage, Inc. 883.04%3.80%5.21%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
StrongBox Wealth, LLC 880.24%0.30%0.35%Q1 2022Q4 20238
MASSMUTUAL TRUST CO FSB/ADV 880.02%0.05%0.08%Q1 2022Q4 20238
Integrated Advisors Network LLC 880.07%0.66%0.95%Q4 2021Q3 20238
CAPITAL ADVISORS INC/OK 880.10%0.24%0.39%Q4 2016Q3 20188
Bell Investment Advisors, Inc 620.05%0.05%0.06%Q3 2021Q3 20238
MACQUARIE GROUP LTD 880.00%0.00%0.00%Q4 2021Q3 20238
Ascent Group, LLC 880.08%0.11%0.12%Q4 2021Q3 20238
Level Financial Advisors 880.02%0.03%0.05%Q4 2021Q3 20238
Stephens Consulting, LLC 880.05%0.14%0.23%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.01%0.01%Q2 2021Q1 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.39%0.72%0.85%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 610.01%0.02%0.02%Q1 2021Q3 20237
Thrive Capital Management, LLC 770.25%1.32%2.02%Q1 2022Q3 20237
Gradient Capital Advisors, LLC 430.08%0.09%0.10%Q2 2021Q3 20237
Cedar Mountain Advisors, LLC 770.06%1.25%1.88%Q1 2022Q3 20237
Bray Capital Advisors 770.00%0.00%0.00%Q1 2022Q3 20237
Bank of New York Mellon Corp 610.00%0.00%0.00%Q1 2021Q1 20237
HHM Wealth Advisors, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.47%0.54%0.66%Q4 2021Q3 20237
Mayfair Advisory Group, LLC 770.32%0.95%1.70%Q1 2022Q3 20237
Morningstar Investment Services LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Opus Capital Group, LLC 770.41%0.45%0.47%Q1 2022Q3 20237
Strategic Point Investment Advisors, LLC 772.99%3.29%3.77%Q1 2022Q3 20237
FARMERS & MERCHANTS INVESTMENTS INC 610.00%0.00%0.00%Q1 2021Q4 20227
Concord Wealth Partners 430.00%0.02%0.04%Q4 2021Q3 20237
AAF Wealth Management, LLC 775.42%5.99%6.88%Q1 2022Q3 20237
Allworth Financial LP 770.00%0.00%0.00%Q1 2022Q3 20237
STALEY CAPITAL ADVISERS INC 510.01%0.01%0.01%Q4 2019Q2 20237
AlphaMark Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Cresset Asset Management, LLC 520.00%0.01%0.02%Q3 2021Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
Taylor Hoffman Wealth Management 610.03%0.04%0.05%Q3 2018Q2 20207
Prentice Wealth Management LLC 410.08%2.22%3.30%Q2 2021Q3 20237
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.54%0.66%0.73%Q1 2022Q3 20237
Main Street Financial Solutions, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Beta Wealth Group, Inc. 510.30%2.51%6.54%Q4 2020Q3 20237
Tranquility Partners, LLC 430.11%0.18%0.28%Q2 2019Q2 20227
Fieldpoint Private Securities, LLC 770.06%0.17%0.27%Q4 2020Q2 20227
B. Riley Wealth Advisors, Inc. 430.01%0.08%0.16%Q1 2020Q3 20227
Beacon Pointe Advisors, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q1 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.29%0.34%0.43%Q1 2022Q3 20237
BROOKS, MOORE & ASSOCIATES, INC. 770.92%1.59%2.15%Q1 2022Q3 20237
SYNOVUS FINANCIAL CORP 520.00%0.00%0.01%Q4 2019Q3 20237
New England Private Wealth Advisors LLC 770.55%1.17%1.64%Q1 2022Q3 20237
SCOTIA CAPITAL INC. 610.01%0.01%0.01%Q4 2018Q4 20207
CIBC Private Wealth Group, LLC 520.00%0.00%0.00%Q2 2021Q3 20237
OGOREK ANTHONY JOSEPH /NY/ /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
HBW ADVISORY SERVICES LLC 770.14%0.25%0.54%Q1 2022Q3 20237
BOKF, NA 520.01%0.02%0.04%Q4 2020Q3 20227
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.01%0.06%0.12%Q1 2022Q3 20237
Roof Eidam Maycock Peralta, LLC 771.46%2.02%2.83%Q1 2022Q3 20237
Forest Hill Capital, LLC 770.25%0.45%0.62%Q1 2022Q3 20237
Capital Advisors Wealth Management, LLC 770.76%1.81%2.08%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.28%0.43%0.54%Q1 2022Q3 20237
Institute for Wealth Management, LLC. 610.00%0.29%0.48%Q2 2017Q4 20197
CIBC WORLD MARKET INC. 520.00%0.00%0.00%Q1 2017Q3 20217
Ameritas Advisory Services, LLC 770.01%0.03%0.04%Q4 2021Q2 20237
PARK AVENUE SECURITIES LLC 610.01%0.01%0.01%Q3 2021Q3 20237
NWAM LLC 610.17%0.36%0.50%Q3 2021Q2 20237
KWMG, LLC 771.28%1.37%1.41%Q1 2022Q3 20237
Avidian Wealth Solutions, LLC 510.01%0.04%0.07%Q1 2022Q3 20236
Stratos Wealth Partners, LTD. 310.00%0.00%0.01%Q4 2017Q3 20236
Commonwealth Equity Services, Inc 660.00%0.01%0.02%Q2 2016Q3 20176
OLD NATIONAL BANCORP /IN/ 330.01%0.01%0.02%Q1 2021Q3 20236
Sugarloaf Wealth Management, LLC 660.01%0.03%0.05%Q2 2022Q3 20236
Samalin Investment Counsel, LLC 660.17%0.29%0.42%Q4 2020Q1 20226
Coombe, Bender & Co LLC 660.43%0.46%0.51%Q2 2022Q3 20236
BRANDYWINE OAK PRIVATE WEALTH LLC 660.03%0.08%0.18%Q1 2021Q2 20226
RAYMOND JAMES TRUST N.A. 420.01%0.01%0.01%Q4 2021Q3 20236
Charles Schwab Trust Co 660.46%0.91%1.90%Q3 2019Q4 20206
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.02%0.03%0.04%Q4 2020Q3 20236
Betterment LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CAHILL FINANCIAL ADVISORS INC 510.03%0.06%0.07%Q3 2021Q3 20236
Confluence Wealth Services, Inc. 660.24%3.11%4.69%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.02%0.08%Q3 2020Q3 20236
Sutton Wealth Advisors Inc. 660.03%0.07%0.09%Q2 2022Q3 20236
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2021Q3 20236
Joel Isaacson & Co., LLC 660.02%0.04%0.07%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.02%0.02%0.03%Q2 2022Q3 20236
ANGELES WEALTH MANAGEMENT, LLC 660.04%0.04%0.04%Q2 2022Q3 20236
Gunma Bank,Ltd. 661.07%1.93%2.91%Q2 2022Q3 20236
Wedmont Private Capital 660.21%0.31%0.37%Q2 2022Q3 20236
Advocacy Wealth Management Services, LLC 660.00%0.01%0.02%Q2 2021Q3 20226
CASTLE WEALTH MANAGEMENT LLC 660.09%0.19%0.24%Q2 2022Q3 20236
Equitable Holdings, Inc. 660.01%0.20%0.31%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.05%0.05%0.06%Q2 2022Q3 20236
BRIGHTON JONES LLC 660.01%0.02%0.02%Q2 2021Q3 20226
Lansing Street Advisors 660.47%0.53%0.56%Q1 2022Q2 20236
Annandale Capital, LLC 510.09%0.13%0.17%Q2 2021Q2 20236
1900 WEALTH MANAGEMENT LLC 660.03%0.07%0.10%Q4 2021Q1 20236
Dorsey & Whitney Trust CO LLC 310.02%0.02%0.03%Q1 2021Q3 20236
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q2 2022Q3 20236
NORTHWEST INVESTMENT COUNSELORS, LLC 510.01%0.01%0.01%Q1 2021Q4 20226
COURIER CAPITAL LLC 660.06%0.10%0.17%Q2 2022Q3 20236
Columbus Macro, LLC 661.53%2.10%2.52%Q2 2022Q3 20236
Vista Private Wealth Partners. LLC 660.13%0.15%0.17%Q4 2021Q1 20236
VICUS CAPITAL 660.18%0.22%0.25%Q2 2022Q3 20236
Almanack Investment Partners, LLC. 410.10%0.12%0.14%Q2 2022Q3 20235
MORRIS FINANCIAL CONCEPTS, INC. 320.09%0.19%0.31%Q1 2022Q3 20235
Private Capital Group, LLC 550.01%0.01%0.01%Q1 2021Q1 20225
Evanson Asset Management, LLC 550.17%0.18%0.20%Q3 2022Q3 20235
Summit Financial Wealth Advisors, LLC 555.19%5.48%5.86%Q3 2022Q3 20235
55I, LLC 550.01%0.08%0.15%Q3 2021Q3 20225
NATIXIS ADVISORS, L.P. 550.00%0.00%0.01%Q3 2022Q3 20235
Prospera Financial Services Inc 310.00%0.01%0.02%Q3 2020Q3 20235
LAKE STREET PRIVATE WEALTH, LLC 410.04%0.05%0.06%Q2 2022Q3 20235
Zhang Financial LLC 550.06%0.11%0.16%Q3 2022Q3 20235
Regal Investment Advisors LLC 550.56%0.78%1.02%Q3 2022Q3 20235
Capital Analysts, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CHILDRESS CAPITAL ADVISORS, LLC 550.12%3.23%4.94%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 310.00%0.04%0.10%Q2 2018Q1 20225
Sage Capital Advisors,llc 550.13%0.14%0.14%Q3 2022Q3 20235
NEIRG Wealth Management, LLC 551.56%2.25%3.27%Q2 2022Q2 20235
FLOW TRADERS U.S. LLC 320.05%0.23%0.37%Q4 2020Q4 20225
CoreFirst Bank & Trust 550.09%0.83%1.34%Q3 2022Q3 20235
Baker Ellis Asset Management LLC 550.10%0.12%0.13%Q4 2018Q4 20195
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Destiny Wealth Partners, LLC 210.00%0.00%0.00%Q4 2020Q4 20225
Keudell/Morrison Wealth Management 550.12%0.12%0.13%Q3 2022Q3 20235
Advisory Alpha, LLC 310.00%0.01%0.01%Q1 2019Q3 20205
Allianz Asset Management GmbH 550.00%0.00%0.00%Q3 2022Q3 20235
STOCK YARDS BANK & TRUST CO 550.13%0.15%0.16%Q1 2019Q1 20205
Kingsview Wealth Management, LLC 410.01%0.02%0.04%Q2 2022Q3 20235
Kohmann Bosshard Financial Services, LLC 550.09%0.23%0.30%Q3 2022Q3 20235
Cadence Bank 550.10%0.11%0.11%Q3 2022Q3 20235
Eagle Strategies LLC 550.60%0.69%0.92%Q3 2022Q3 20235
Integrated Wealth Concepts LLC 410.01%0.02%0.02%Q4 2019Q3 20235
Capital Wealth Alliance, LLC 410.06%0.12%0.14%Q4 2019Q2 20225
FAS Wealth Partners, Inc. 550.00%0.06%0.09%Q3 2022Q3 20235
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 410.01%0.03%0.03%Q1 2020Q4 20215
Executive Wealth Management, LLC 550.08%0.13%0.16%Q1 2021Q1 20225
EQUITABLE TRUST CO 550.14%0.39%0.50%Q3 2022Q3 20235
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q2 2021Q2 20225
Aspen Wealth Strategies, LLC 446.94%7.54%8.06%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.61%0.67%0.71%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.59%0.68%0.79%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.98%1.18%1.39%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 444.25%5.24%8.13%Q4 2022Q3 20234
Financial Engines Advisors L.L.C. 440.00%0.00%0.00%Q3 2021Q2 20224
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Pinnacle Bancorp, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 441.01%1.05%1.09%Q4 2022Q3 20234
Arete Wealth Advisors, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Renaissance Technologies 210.00%0.00%0.00%Q1 2020Q2 20234
Clearstead Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 440.06%0.08%0.12%Q4 2022Q3 20234
Holloway Wealth Management, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
BB&T SECURITIES, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Savior LLC 440.00%0.02%0.03%Q4 2022Q3 20234
CAMDEN NATIONAL BANK 440.07%0.13%0.16%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.26%0.52%1.23%Q4 2022Q3 20234
Oak Grove Capital LLC 440.20%0.24%0.27%Q4 2017Q3 20184
New Capital Management LP 440.07%0.12%0.15%Q2 2020Q1 20214
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Sky Asset Management, LLC 440.09%0.68%0.95%Q3 2017Q2 20184
MARINO, STRAM & ASSOCIATES LLC 440.42%0.42%0.44%Q4 2022Q3 20234
WEST BANCORPORATION INC 440.10%0.11%0.11%Q4 2019Q3 20204
Heartwood Wealth Advisors LLC 310.07%0.35%0.46%Q2 2022Q3 20234
Sonoma Private Wealth LLC 441.94%2.04%2.13%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 441.43%1.45%1.47%Q4 2022Q3 20234
QUADRANT CAPITAL GROUP LLC 440.04%0.04%0.04%Q4 2022Q3 20234
New Republic Capital, LLC 440.38%0.41%0.44%Q4 2022Q3 20234
Sound Income Strategies, LLC 310.00%0.01%0.01%Q4 2017Q3 20234
Clarity Wealth Advisors, LLC 440.35%0.59%0.82%Q4 2022Q3 20234
PEAPACK GLADSTONE FINANCIAL CORP 440.00%0.00%0.01%Q2 2021Q1 20224
Sandy Spring Bank 310.00%0.00%0.00%Q3 2022Q3 20234
Oxinas Partners Wealth Management LLC 440.16%0.26%0.37%Q4 2022Q3 20234
Global Wealth Management Investment Advisory, Inc. 440.00%0.00%0.01%Q2 2019Q1 20204
PFG Advisors 440.03%0.14%0.49%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 441.74%1.79%1.86%Q4 2022Q3 20234
Procyon Advisors, LLC 442.94%3.93%4.59%Q4 2022Q3 20234
NATIONAL PLANNING CORP 440.02%0.79%1.06%Q3 2016Q2 20174
REBALANCE, LLC 440.96%1.03%1.11%Q4 2022Q3 20234
Family Investment Center, Inc. 444.49%4.89%5.04%Q4 2022Q3 20234
Opal Wealth Advisors, LLC 440.12%0.15%0.17%Q4 2022Q3 20234
VICTORY CAPITAL MANAGEMENT INC 220.00%0.01%0.01%Q2 2018Q1 20204
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.02%0.02%0.03%Q1 2021Q4 20214
SWISS RE LTD 4410.09%12.12%14.07%Q2 2022Q1 20234
Eudaimonia Partners, LLC 210.00%0.15%0.32%Q4 2019Q3 20234
MONARCH CAPITAL MANAGEMENT INC/ 440.10%0.11%0.12%Q3 2021Q2 20224
Ifrah Financial Services, Inc. 440.13%0.14%0.14%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 440.54%0.60%0.76%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Integrity Advisory, LLC 441.91%2.35%2.80%Q1 2022Q4 20224
Mraz, Amerine & Associates, Inc. 440.06%0.06%0.06%Q4 2022Q3 20234
Security Financial Services, INC. 440.07%0.08%0.10%Q1 2022Q4 20224
Pacific Edge Advisors, LLC 440.14%0.26%0.31%Q1 2018Q4 20184
Iron Horse Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cribstone Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
AFS Financial Group, LLC 446.84%7.25%7.70%Q4 2022Q3 20234
Venture Visionary Partners LLC 210.01%0.10%0.18%Q4 2020Q3 20234
Baldrige Asset Management LLC 310.00%0.01%0.01%Q2 2021Q1 20234
PATTON ALBERTSON MILLER GROUP, LLC 330.06%0.11%0.13%Q2 2019Q4 20193
Guardian Financial Partners, LLC 211.03%2.18%3.44%Q4 2022Q3 20233
Moran Wealth Management, LLC 330.01%0.18%0.27%Q1 2023Q3 20233
Sageworth Trust Co 332.04%2.31%2.54%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Destination Wealth Management 210.00%0.00%0.00%Q3 2018Q2 20193
NorthRock Partners, LLC 330.06%0.31%0.66%Q3 2019Q1 20203
FOCUS Wealth Advisors, LLC 330.16%0.17%0.17%Q1 2023Q3 20233
M&T BANK CORP 330.00%0.00%0.00%Q1 2023Q3 20233
St. James Investment Advisors, LLC 330.11%0.18%0.28%Q2 2022Q4 20223
SWEENEY & MICHEL, LLC 330.22%0.93%2.30%Q1 2023Q3 20233
Wayfinding Financial, LLC 330.16%0.17%0.20%Q1 2023Q3 20233
MCIA Inc 3312.50%21.36%26.24%Q1 2023Q3 20233
Global Financial Private Capital, Inc 210.01%0.01%0.01%Q4 2017Q3 20183
Bill Few Associates, Inc. 330.12%0.12%0.12%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
LAKE STREET ADVISORS GROUP, LLC 330.04%0.04%0.04%Q2 2022Q4 20223
State of Wisconsin - Board of Commissioners of Public Lands 339.63%10.23%11.38%Q1 2023Q3 20233
Stewardship Advisors, LLC 335.47%5.62%5.79%Q1 2023Q3 20233
Econ Financial Services Corp 210.15%0.16%0.19%Q2 2022Q3 20233
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2019Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.01%Q4 2022Q2 20233
Sovereign Financial Group, Inc. 330.12%0.17%0.20%Q3 2022Q1 20233
Gotham Asset Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
HAP Trading, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Kraft, Davis & Associates, LLC 211.86%1.95%2.10%Q4 2022Q3 20233
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q2 20223
Tradewinds Capital Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Strategic Asset Management, LLC 330.02%0.03%0.04%Q1 2022Q3 20223
Cerity Partners LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Bogart Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Freedom, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.01%0.01%0.01%Q1 2022Q3 20223
First PREMIER Bank 330.04%0.30%0.56%Q1 2023Q3 20233
Asset Dedication, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.26%0.45%0.58%Q4 2022Q3 20233
Sageworth Trust Co of South Dakota 333.10%3.63%4.41%Q1 2023Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.09%0.20%0.32%Q1 2023Q3 20233
GRAYHAWK INVESTMENT STRATEGIES INC. 211.16%3.62%8.55%Q4 2022Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.05%0.06%0.06%Q4 2018Q2 20193
WEXFORD CAPITAL LP 330.21%0.21%0.22%Q1 2023Q3 20233
Moors & Cabot, Inc. 330.03%0.05%0.07%Q1 2023Q3 20233
NEXT Financial Group, Inc 330.00%0.00%0.01%Q2 2021Q4 20213
LGT Financial Advisors LLC 330.10%0.12%0.15%Q1 2023Q3 20233
JOURNEY STRATEGIC WEALTH LLC 330.02%0.03%0.03%Q4 2021Q2 20223
Private Portfolio Partners LLC 330.06%0.08%0.09%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 210.10%0.40%0.88%Q3 2022Q3 20233
Wagner Wealth Management, LLC 330.01%0.04%0.08%Q1 2018Q3 20183
NORTHCAPE WEALTH MANAGEMENT, LLC 330.21%0.29%0.34%Q1 2023Q3 20233
IHT Wealth Management, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Farther Finance Advisors, LLC 330.05%0.08%0.11%Q1 2023Q3 20233
Mechanics Bank Trust Department 330.11%0.17%0.24%Q1 2023Q3 20233
Brinker Capital Investments, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
PFG Investments, LLC 330.05%0.07%0.10%Q1 2023Q3 20233
Winthrop Advisory Group LLC 210.05%0.06%0.07%Q2 2022Q1 20233
Prime Capital Investment Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
S. R. Schill & Associates 331.96%1.99%2.03%Q1 2023Q3 20233
Wealth Advisory Solutions, LLC 210.05%0.05%0.06%Q2 2022Q1 20233
Covington Capital Management 330.01%0.01%0.01%Q1 2022Q3 20223
Chicago Partners Investment Group LLC 330.03%0.04%0.04%Q4 2019Q2 20203
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
Truvestments Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Lumbard & Kellner, LLC 333.69%5.68%9.06%Q1 2023Q3 20233
MOTCO 330.11%0.12%0.12%Q1 2023Q3 20233
Cornerstone Advisors, Inc. 330.01%0.03%0.04%Q2 2019Q4 20193
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q3 2022Q3 20233
Charter Oak Capital Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q4 2020Q3 20213
Sonora Investment Management, LLC 210.00%0.00%0.00%Q4 2019Q3 20213
Wealth Dimensions Group, Ltd. 330.08%0.08%0.08%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 220.02%0.03%0.04%Q1 2023Q2 20232
Rockbridge Investment Management, LCC 110.00%0.00%0.01%Q1 2021Q4 20212
Total Clarity Wealth Management, Inc. 220.55%0.65%0.75%Q2 2023Q3 20232
Asset Planning Services, Ltd. 220.02%0.02%0.03%Q2 2019Q3 20192
Dynamic Advisor Solutions LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2016Q4 20162
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
RDA Financial Network 110.08%0.09%0.10%Q1 2022Q3 20232
Blue Trust, Inc. 110.00%0.00%0.01%Q2 2022Q2 20232
Financial Gravity Asset Management, Inc. 220.00%0.02%0.04%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.12%0.13%0.13%Q1 2023Q2 20232
Westover Capital Advisors, LLC 220.12%0.13%0.13%Q1 2023Q2 20232
Syverson Strege & Co 220.02%0.02%0.02%Q4 2022Q1 20232
Apollon Wealth Management, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
WATERSHED PRIVATE WEALTH LLC 220.18%0.18%0.18%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.31%0.41%0.52%Q4 2022Q3 20232
BigSur Wealth Management LLC 220.48%0.52%0.56%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q1 2021Q3 20212
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
ROPES WEALTH ADVISORS LLC 220.01%0.01%0.01%Q3 2019Q4 20192
WMS Partners, LLC 220.05%0.06%0.07%Q1 2021Q2 20212
ARGI Investment Services, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Financial Sense Advisors, Inc. 220.15%0.20%0.25%Q4 2019Q1 20202
Drystone LLC 223.05%4.87%6.69%Q1 2022Q2 20222
Sara-Bay Financial 220.23%0.24%0.25%Q2 2023Q3 20232
GeoWealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
CWH Capital Management, Inc. 220.12%0.18%0.24%Q3 2020Q4 20202
BOENNING & SCATTERGOOD, INC. 220.05%0.07%0.08%Q2 2022Q3 20222
Optas, LLC 220.16%0.17%0.17%Q4 2019Q1 20202
Cherry Tree Wealth Management, LLC 221.66%1.67%1.69%Q2 2023Q3 20232
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 220.39%0.51%0.63%Q1 2022Q2 20222
Simplicity Solutions, LLC 110.00%0.01%0.02%Q4 2019Q4 20202
Savant Capital, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Pacific Life Fund Advisors LLC 220.55%0.73%0.91%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.23%0.25%0.27%Q2 2022Q3 20222
Fortis Group Advisors, LLC 110.01%0.02%0.02%Q3 2020Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
VALLEY NATIONAL ADVISERS INC 220.01%0.02%0.02%Q4 2019Q1 20202
OmniStar Financial Group, Inc. 220.38%0.39%0.39%Q2 2023Q3 20232
Gateway Wealth Partners, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Gladstone Institutional Advisory LLC 220.09%0.12%0.14%Q4 2018Q1 20192
Jackson Wealth Management, LLC 220.05%0.13%0.21%Q1 2023Q2 20232
Castleview Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
MISSION WEALTH MANAGEMENT, LP 220.01%0.01%0.01%Q2 2023Q3 20232
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
tru Independence LLC 220.01%0.01%0.01%Q2 2020Q3 20202
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
TSFG, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
O'Dell Group, LLC 110.00%0.00%0.01%Q2 2022Q2 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2019Q3 20202
Atlantic Private Wealth, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Archer Investment Corp 220.02%0.02%0.02%Q2 2023Q3 20232
ASPIRIANT, LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
Family Asset Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SWAN Capital LLC 118.77%8.85%8.92%Q1 2023Q3 20232
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
IMA Wealth, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Permit Capital Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2018Q3 20181
FLC Capital Advisors 110.08%0.08%0.08%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Ballentine Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Oakworth Capital, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Bangor Savings Bank 110.00%0.00%0.00%Q2 2023Q2 20231
Ipsen Advisor Group LLC 110.47%0.47%0.47%Q4 2022Q4 20221
Sebold Capital Management, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Northwest Capital Management Inc 110.01%0.01%0.01%Q2 2023Q2 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Crabel Capital Management, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Moser Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Wealth Planning, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q2 2021Q2 20211
Versant Capital Management, Inc 110.01%0.01%0.01%Q2 2023Q2 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2020Q1 20201
IAMS WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Telos Capital Management, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
STEEL GROVE CAPITAL ADVISORS, LLC 110.70%0.70%0.70%Q4 2018Q4 20181
DONALDSON CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
MFA WEALTH ADVISORS, LLC 111.39%1.39%1.39%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Investors Research Corp 110.02%0.02%0.02%Q3 2023Q3 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PATHSTONE FAMILY OFFICE, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
NORTH STAR ASSET MANAGEMENT INC 110.02%0.02%0.02%Q4 2021Q4 20211
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WEBSTER BANK, N. A. 110.10%0.10%0.10%Q3 2023Q3 20231
TFB Advisors LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
BURNS J W & CO INC/NY 111.31%1.31%1.31%Q3 2023Q3 20231
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 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%Q3 2023Q3 20231
CONSULTIVA WEALTH MANAGEMENT, CORP. 113.17%3.17%3.17%Q3 2023Q3 20231
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2021Q3 20211
CFS Investment Advisory Services, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2022Q3 20221
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.11%0.11%0.11%Q3 2021Q3 20211
WBH ADVISORY INC 110.44%0.44%0.44%Q2 2022Q2 20221
Curtis Advisory Group, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
O'Brien Wealth Partners LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Personal Capital Advisors Corp 110.00%0.00%0.00%Q2 2021Q2 20211
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paragon Capital Management Ltd 110.17%0.17%0.17%Q3 2018Q3 20181
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Team Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2019Q4 20191
Redwood Investment Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Main Line Retirement Advisors, LLC 1110.99%10.99%10.99%Q2 2023Q2 20231
Hudock, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
New Harbor Financial Group, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
McKinley Carter Wealth Services, Inc. 110.33%0.33%0.33%Q3 2023Q3 20231
STONNINGTON GROUP, LLC 110.28%0.28%0.28%Q1 2023Q1 20231
Westshore Wealth, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Arlington Trust Co LLC 111.19%1.19%1.19%Q3 2023Q3 20231
TBH Global Asset Management, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Intelligent Financial Strategies 110.11%0.11%0.11%Q1 2022Q1 20221
Bell Rock Capital LLC 110.07%0.07%0.07%Q4 2019Q4 20191
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
McIlrath & Eck, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
J Arnold Wealth Management Co 110.30%0.30%0.30%Q4 2019Q4 20191
Inscription Capital, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Harvest Investment Services, LLC 110.57%0.57%0.57%Q3 2023Q3 20231
Wambolt & Associates, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
YOUSIF CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
MBA Advisors LLC 110.37%0.37%0.37%Q3 2023Q3 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q2 20191
GSG Advisors LLC 110.33%0.33%0.33%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Gradient Investments LLC 110.00%0.00%0.00%Q2 2021Q2 20211
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BEAM WEALTH ADVISORS, INC. 110.17%0.17%0.17%Q2 2021Q2 20211
S.C. Financial Services, Inc. 110.31%0.31%0.31%Q2 2022Q2 20221
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PFS INVESTMENTS INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Objective Capital Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Horan Securities, Inc. 110.12%0.12%0.12%Q2 2023Q2 20231
HM PAYSON & CO 110.01%0.01%0.01%Q3 2022Q3 20221
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Paradigm Financial Partners, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Prosperity Planning, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Brown Miller Wealth Management, LLC 110.29%0.29%0.29%Q4 2022Q4 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Lloyd Park, LLC 111.04%1.04%1.04%Q1 2022Q1 20221
Connectus Wealth, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Artemis Wealth Advisors, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
External links

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