VANGUARD WHITEHALL FDS shareholder history

Current and past VANGUARD WHITEHALL FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 31310.00%0.01%0.01%Q1 2016Q3 202331
SMITH, MOORE & CO. 31310.18%0.77%0.89%Q1 2016Q3 202331
BANK OF AMERICA CORP /DE/ 31310.00%0.02%0.04%Q1 2016Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 30300.01%0.02%0.04%Q2 2016Q3 202330
LPL Financial LLC 30300.00%0.03%0.05%Q2 2016Q3 202330
UBS Group AG 30300.00%0.01%0.02%Q2 2016Q3 202330
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
HighTower Advisors, LLC 18110.00%0.04%0.07%Q2 2016Q3 202329
BLAIR WILLIAM & CO/IL 29290.00%0.01%0.02%Q3 2016Q3 202329
Capital Advisors, Ltd. LLC 29290.00%0.73%1.39%Q3 2016Q3 202329
Janney Montgomery Scott LLC 29290.03%0.06%0.08%Q3 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.02%Q4 2016Q3 202328
MORGAN STANLEY 28280.00%0.02%0.04%Q4 2016Q3 202328
ProVise Management Group, LLC 27270.02%0.05%0.08%Q1 2017Q3 202327
Cetera Advisor Networks LLC 2160.01%0.03%0.09%Q4 2016Q3 202327
AMERIPRISE FINANCIAL INC 27270.00%0.01%0.03%Q1 2017Q3 202327
BFSG, LLC 27270.75%1.44%2.73%Q1 2017Q3 202327
Geneos Wealth Management Inc. 27270.00%0.02%0.04%Q1 2017Q3 202327
ClearBridge Investments 2340.00%0.00%0.00%Q4 2016Q3 202327
Citadel Advisors 1310.00%0.00%0.01%Q3 2016Q3 202327
WELLS FARGO & COMPANY/MN 2520.00%0.01%0.03%Q4 2016Q3 202327
Cambridge Investment Research Advisors, Inc. 27270.01%0.03%0.05%Q1 2017Q3 202327
CITIGROUP INC 26260.00%0.02%0.08%Q2 2017Q3 202326
IFP Advisors, Inc 1790.00%0.00%0.03%Q3 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.04%0.08%Q2 2017Q3 202326
Raymond James Financial Services Advisors, Inc. 1420.00%0.03%0.08%Q3 2016Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26260.01%0.03%0.04%Q2 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.08%0.40%0.82%Q4 2016Q1 202326
Private Advisor Group, LLC 2310.01%0.05%0.17%Q3 2016Q3 202326
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 26260.04%0.08%0.12%Q2 2017Q3 202326
JANE STREET GROUP, LLC 1010.00%0.01%0.04%Q1 2016Q2 202324
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.90%1.20%1.81%Q4 2017Q3 202324
Nikulski Financial, Inc. 24241.32%1.66%2.27%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.06%0.08%Q4 2017Q3 202324
Stokes Capital Advisors, LLC 23230.15%0.74%1.75%Q1 2018Q3 202323
BANK OF MONTREAL /CAN/ 2120.00%0.00%0.01%Q4 2017Q3 202323
Steward Partners Investment Advisory, LLC 1840.00%0.02%0.11%Q1 2018Q3 202322
STEPHENS INC /AR/ 22220.03%0.04%0.05%Q2 2018Q3 202322
Mraz, Amerine & Associates, Inc. 1480.07%0.25%0.44%Q1 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.07%0.16%Q2 2018Q3 202322
Creative Planning 1910.00%0.00%0.00%Q1 2017Q3 202322
Ironwood Investment Counsel, LLC 21210.10%0.22%0.40%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.09%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Gradient Investments LLC 21210.00%0.00%0.00%Q1 2018Q1 202321
NewEdge Advisors, LLC 2010.00%0.28%0.44%Q2 2017Q3 202321
Rockefeller Capital Management L.P. 20200.00%0.03%0.07%Q4 2018Q3 202320
Patten Group, Inc. 1370.01%0.20%0.41%Q2 2017Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.01%0.01%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.01%4.73%6.70%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 1640.00%0.01%0.01%Q4 2017Q3 202320
Fort Sheridan Advisors LLC 20200.08%0.12%0.17%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 20200.00%0.00%0.00%Q4 2018Q3 202320
EP Wealth Advisors, LLC 20200.01%0.58%2.20%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.06%2.02%4.15%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 20200.00%0.07%0.13%Q4 2018Q3 202320
Roof Eidam Maycock Peralta, LLC 1280.60%2.80%4.10%Q1 2016Q4 202120
Archer Investment Corp 20200.01%0.01%0.02%Q4 2018Q3 202320
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.07%Q1 2019Q3 202319
Vantage Financial Partners Ltd., Inc. 19190.17%0.79%0.97%Q1 2019Q3 202319
Cornerstone Wealth Management, LLC 1230.02%0.41%0.69%Q4 2017Q3 202319
DUNCKER STREETT & CO INC 1090.00%0.00%0.00%Q2 2017Q1 202219
Jackson Hole Capital Partners, LLC 19190.18%0.31%0.45%Q1 2019Q3 202319
CIBC WORLD MARKET INC. 19190.00%0.02%0.05%Q1 2019Q3 202319
Country Club Trust Company, n.a. 19190.20%0.56%1.08%Q2 2017Q4 202119
Cedar Brook Financial Partners, LLC 19190.11%0.33%0.50%Q1 2019Q3 202319
NEXT Financial Group, Inc 1360.01%0.10%0.40%Q1 2017Q4 202119
Acorn Wealth Advisors, LLC 19190.19%0.93%2.18%Q4 2017Q2 202219
WHITTIER TRUST CO 1450.00%0.01%0.02%Q1 2018Q3 202319
CWM, LLC 1130.00%0.00%0.00%Q4 2018Q3 202318
FORVIS Wealth Advisors, LLC 18180.03%0.05%0.08%Q2 2019Q3 202318
LEAVELL INVESTMENT MANAGEMENT, INC. 18180.07%0.35%0.56%Q2 2019Q3 202318
Tranquility Partners, LLC 18180.13%0.26%0.41%Q2 2019Q3 202318
American Financial Advisors, LLC 18180.34%3.89%7.66%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 17170.00%0.00%0.01%Q3 2019Q3 202317
Heritage Wealth Advisors 17170.00%0.01%0.04%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.02%0.02%Q1 2018Q1 202217
Whitegate Investment Counselors, Inc. 17170.54%0.75%0.98%Q3 2017Q3 202117
Hubbell Strickland Wealth Management, LLC 17171.02%1.36%1.84%Q3 2019Q3 202317
Greytown Advisors Inc. 1430.19%0.36%1.23%Q4 2017Q3 202317
Montecito Bank & Trust 17170.39%1.77%2.38%Q4 2019Q4 202317
Capital Advantage, Inc. 17172.47%8.22%11.06%Q3 2019Q3 202317
SeaCrest Wealth Management, LLC 17170.04%0.16%0.36%Q4 2017Q4 202117
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2016Q2 202317
J.P. Morgan Private Wealth Advisors LLC 17170.00%0.03%0.12%Q3 2019Q3 202317
PINNACLE FINANCIAL PARTNERS INC 17170.03%0.05%0.07%Q3 2019Q3 202317
Heritage Trust Co 16160.17%0.25%0.35%Q4 2019Q3 202316
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1420.32%0.53%1.16%Q3 2019Q3 202316
Capital Investment Advisory Services, LLC 1420.00%0.01%0.01%Q4 2018Q3 202316
Financial Partners Group, Inc 16160.10%0.22%0.31%Q4 2019Q3 202316
Segment Wealth Management, LLC 16160.04%0.28%0.89%Q4 2019Q3 202316
BROWN ADVISORY INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Simplicity Solutions, LLC 810.01%0.06%0.17%Q2 2018Q1 202316
First National Bank of Mount Dora, Trust Investment Services 16160.12%0.19%0.25%Q1 2020Q4 202316
Kingsview Wealth Management, LLC 1060.03%0.09%0.24%Q3 2019Q3 202316
Roble, Belko & Company, Inc 16160.07%1.62%2.96%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.03%0.10%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.11%0.24%Q4 2019Q3 202316
StrongBox Wealth, LLC 16160.72%1.97%3.15%Q1 2020Q4 202316
Stokes Family Office, LLC 16160.05%1.39%4.25%Q4 2019Q3 202316
Insight Wealth Strategies, LLC 16160.24%3.67%4.56%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.01%0.03%Q1 2016Q4 201916
Larson Financial Group LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Essex Savings Bank 15150.08%0.13%0.16%Q4 2018Q2 202215
TOBIAS FINANCIAL ADVISORS, INC. 870.80%1.90%2.85%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
V Wealth Advisors LLC 1140.04%0.13%0.26%Q3 2019Q2 202315
Tanglewood Wealth Management, Inc. 15150.93%5.96%12.21%Q1 2020Q3 202315
New England Private Wealth Advisors LLC 15150.17%1.44%2.26%Q1 2020Q3 202315
Ackerman Capital Advisors, LLC 15153.02%3.83%5.75%Q1 2020Q3 202315
Advisory Services Network, LLC 410.00%0.01%0.06%Q1 2018Q3 202315
BOSTON FINANCIAL MANGEMENT LLC 15150.70%0.98%1.37%Q1 2020Q3 202315
Dynamic Advisor Solutions LLC 15150.02%0.06%0.08%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.00%0.00%0.00%Q1 2020Q3 202315
US BANCORP \DE\ 1410.00%0.00%0.00%Q4 2018Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
FAS Wealth Partners, Inc. 15150.06%0.20%0.43%Q1 2020Q3 202315
Koshinski Asset Management, Inc. 1230.06%0.09%0.21%Q4 2019Q3 202315
Merit Financial Group, LLC 15150.06%0.17%0.46%Q3 2019Q1 202315
Retirement Group, LLC 1410.01%0.03%0.05%Q4 2019Q3 202315
AE Wealth Management LLC 1140.00%0.01%0.01%Q4 2019Q3 202315
OPPENHEIMER & CO INC 15150.01%0.03%0.05%Q1 2020Q3 202315
PDS Planning, Inc 15150.58%0.96%1.42%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.02%0.04%0.06%Q1 2020Q3 202315
Moser Wealth Advisors, LLC 1320.07%0.09%0.11%Q4 2019Q3 202315
Wade Financial Advisory, Inc 15151.36%1.74%2.04%Q1 2020Q3 202315
Essex Financial Services, Inc. 1230.05%0.08%0.18%Q4 2018Q3 202315
Lehman & Derafelo Financial Resources LLC 1220.03%0.04%0.05%Q4 2018Q3 202214
CVA Family Office, LLC 14140.04%0.08%0.16%Q1 2020Q2 202314
TBH Global Asset Management, LLC 14140.45%0.77%1.47%Q2 2020Q3 202314
Clearstead Advisors, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
Martin Capital Partners, LLC 710.10%0.15%0.33%Q4 2018Q3 202314
Archford Capital Strategies, LLC 14140.54%1.06%2.25%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
HBK Sorce Advisory LLC 14140.02%0.04%0.04%Q2 2020Q3 202314
Cedar Wealth Management, LLC 14140.01%1.16%2.42%Q2 2020Q3 202314
Professional Financial Advisors, LLC 14140.46%0.89%1.25%Q2 2020Q3 202314
JNBA Financial Advisors 14140.40%1.19%1.96%Q2 2020Q3 202314
Qube Research & Technologies Ltd 640.00%0.02%0.06%Q4 2019Q3 202314
J.W. COLE ADVISORS, INC. 1310.02%0.04%0.19%Q4 2019Q3 202314
PERRITT CAPITAL MANAGEMENT INC 14144.48%6.47%7.22%Q2 2020Q3 202314
Cetera Advisors LLC 810.00%0.01%0.03%Q1 2019Q3 202314
MOSELEY INVESTMENT MANAGEMENT INC 14140.18%0.40%0.74%Q2 2020Q3 202314
INVESTMENT PARTNERS, LTD. 14140.65%1.13%1.40%Q2 2020Q3 202314
Human Investing LLC 14140.24%1.25%2.22%Q2 2020Q3 202314
BRANDYWINE OAK PRIVATE WEALTH LLC 14140.06%1.63%5.78%Q2 2020Q3 202314
ESL Trust Services, LLC 14146.53%8.86%11.60%Q2 2020Q3 202314
HOWARD FINANCIAL SERVICES, LTD. 14141.28%2.68%3.61%Q2 2020Q3 202314
Evensky & Katz LLC 14141.25%1.52%1.81%Q4 2018Q1 202214
Vista Private Wealth Partners. LLC 14140.16%0.79%1.12%Q2 2020Q3 202314
Key FInancial Inc 1220.01%0.03%0.19%Q4 2019Q3 202314
StrategIQ Financial Group, LLC 14140.06%0.23%0.32%Q2 2020Q3 202314
BESSEMER GROUP INC 14140.00%0.00%0.00%Q2 2020Q3 202314
IFG Advisory, LLC 13130.03%0.10%0.37%Q3 2020Q3 202313
Carroll Financial Associates, Inc. 13130.19%0.33%0.40%Q4 2018Q4 202113
Miracle Mile Advisors, LLC 13130.11%0.32%0.50%Q3 2020Q3 202313
Empire Life Investments Inc. 13130.07%0.22%0.35%Q3 2020Q3 202313
Strategic Wealth Partners, Ltd. 850.01%0.59%2.33%Q4 2017Q1 202313
Wealthcare Advisory Partners LLC 1010.00%0.01%0.02%Q4 2017Q1 202213
Arete Wealth Advisors, LLC 510.02%0.04%0.09%Q4 2019Q3 202313
TD Capital Management LLC 850.01%0.02%0.02%Q1 2020Q3 202313
InterOcean Capital, LLC 13130.02%0.07%0.13%Q1 2017Q1 202013
LINCOLN NATIONAL CORP 13130.02%0.08%0.11%Q2 2017Q2 202013
Trilogy Capital Inc. 13130.23%0.25%0.29%Q3 2020Q3 202313
WEATHERLY ASSET MANAGEMENT L. P. 13130.55%1.29%1.58%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
BAHL & GAYNOR INC 13130.00%0.00%0.01%Q3 2020Q3 202313
Aptus Capital Advisors, LLC 12120.00%0.13%0.29%Q4 2020Q3 202312
NORTHERN TRUST CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
Eagle Bay Advisors LLC 10100.01%0.14%0.31%Q2 2021Q3 202312
Walkner Condon Financial Advisors LLC 12120.16%0.61%2.02%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 410.02%0.13%0.25%Q1 2017Q3 202312
Founders Financial Alliance, LLC 1110.00%0.03%0.04%Q3 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.01%0.02%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.00%0.00%0.00%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.10%0.16%0.23%Q4 2020Q3 202312
PEAPACK GLADSTONE FINANCIAL CORP 12120.01%0.01%0.01%Q4 2020Q3 202312
Keystone Financial Group 910.04%0.05%0.06%Q4 2019Q3 202312
Autus Asset Management, LLC 12120.12%0.88%1.20%Q1 2020Q4 202212
SALEM INVESTMENT COUNSELORS INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Asset Dedication, LLC 930.00%0.00%0.01%Q1 2020Q1 202312
Sigma Planning Corp 12120.01%0.03%0.06%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.03%0.06%0.11%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.07%0.11%Q4 2020Q3 202312
Select Asset Management & Trust 12121.05%3.98%8.58%Q4 2020Q3 202312
WESCAP Management Group, Inc. 12120.18%0.38%0.87%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.03%0.03%0.04%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.44%1.02%2.22%Q4 2020Q3 202312
Doyle Wealth Management 1010.00%0.03%0.04%Q4 2018Q1 202212
MACROVIEW INVESTMENT MANAGEMENT LLC 12121.08%1.44%1.60%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.05%0.13%0.28%Q4 2020Q3 202312
Sunburst Financial Group, LLC 12120.61%2.03%3.99%Q4 2020Q3 202312
FIRST MANHATTAN CO. LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12121.07%1.49%1.79%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.07%0.09%Q4 2018Q3 202112
Bard Financial Services, Inc. 11110.24%0.28%0.32%Q4 2020Q2 202311
Occidental Asset Management, LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
Quaker Wealth Management, LLC 650.20%0.62%1.07%Q4 2019Q4 202211
Allworth Financial LP 11110.00%0.08%0.17%Q1 2021Q3 202311
Addison Advisors LLC 1012.01%2.70%3.83%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Piscataqua Savings Bank 11110.02%0.02%0.02%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.03%0.05%Q1 2021Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Carlton Hofferkamp & Jenks Wealth Management, LLC 11110.27%0.45%0.70%Q1 2019Q3 202111
Navalign, LLC 11114.14%4.75%5.42%Q1 2021Q3 202311
Princeton Global Asset Management LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
BOKF, NA 650.01%0.02%0.02%Q1 2020Q4 202211
McClarren Financial Advisors, Inc. 650.16%0.20%0.24%Q4 2020Q3 202311
Orion Capital Management LLC 1010.02%0.03%0.03%Q4 2020Q3 202311
Navis Wealth Advisors, LLC 740.18%0.26%0.40%Q4 2020Q3 202311
Tower View Wealth Management LLC 11110.27%0.34%0.49%Q1 2021Q3 202311
SCOTIA CAPITAL INC. 740.00%0.00%0.01%Q1 2018Q4 202111
SVA Wealth Management, LLC 11110.03%0.13%0.18%Q2 2018Q4 202011
Beacon Pointe Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Moloney Securities Asset Management, LLC 820.10%0.15%0.21%Q2 2017Q4 201910
FLOW TRADERS U.S. LLC 410.02%0.14%0.31%Q4 2018Q1 202310
KMG FIDUCIARY PARTNERS, LLC 10100.03%0.06%0.08%Q2 2021Q3 202310
EMFO, LLC 10100.08%0.11%0.19%Q2 2021Q3 202310
American Portfolios Advisors 10100.00%0.01%0.01%Q2 2020Q3 202210
AdvisorNet Financial, Inc 910.00%0.01%0.02%Q2 2018Q3 202310
WNY Asset Management, LLC 10100.26%0.35%0.44%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
Advisors Preferred, LLC 10100.40%0.91%2.07%Q2 2021Q3 202310
CAROLINAS WEALTH CONSULTING LLC 10100.00%0.01%0.03%Q1 2020Q2 202210
Pasadena Private Wealth, LLC 10100.08%0.11%0.20%Q1 2020Q2 202210
Mirae Asset Global Investments Co., Ltd. 10100.01%0.01%0.01%Q2 2021Q3 202310
Stokes & Hubbell Capital Management, LLC 10100.12%0.70%1.17%Q4 2016Q1 201910
Valmark Advisers, Inc. 10100.01%0.01%0.01%Q4 2018Q1 202110
Patriot Financial Group Insurance Agency, LLC 10100.00%0.01%0.01%Q1 2020Q2 202210
PARAMETRIC PORTFOLIO ASSOCIATES LLC 910.00%0.02%0.03%Q1 2019Q1 202210
Integrated Advisors Network LLC 10100.02%0.04%0.11%Q2 2021Q3 202310
SignalPoint Asset Management, LLC 10100.11%0.12%0.14%Q2 2021Q3 202310
TCG Advisory Services, LLC 630.07%0.11%0.14%Q2 2021Q3 20239
Avidian Wealth Solutions, LLC 810.03%0.05%0.12%Q2 2018Q3 20239
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q1 2020Q3 20239
Southern Farm Bureau Life Insurance 991.90%2.32%3.35%Q4 2020Q4 20229
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 630.00%0.00%0.01%Q1 2021Q3 20239
Birchcreek Wealth Management, LLC 990.22%0.35%0.46%Q4 2020Q4 20229
Accretive Wealth Partners, LLC 540.17%0.19%0.20%Q2 2021Q3 20239
Baird Financial Group, Inc. 630.00%0.01%0.02%Q2 2021Q3 20239
Mosaic Family Wealth, LLC 990.00%0.00%0.00%Q1 2017Q1 20199
High Net Worth Advisory Group LLC 990.92%1.06%1.24%Q4 2021Q4 20239
PATHSTONE FAMILY OFFICE, LLC 410.00%0.04%0.09%Q2 2017Q4 20209
Mariner, LLC 810.00%0.04%0.05%Q2 2019Q3 20239
Valeo Financial Advisors, LLC 810.01%0.01%0.02%Q2 2020Q3 20239
TWIN FOCUS CAPITAL PARTNERS, LLC 540.04%0.05%0.07%Q1 2021Q3 20239
Selective Wealth Management, Inc. 720.00%0.06%0.10%Q3 2019Q2 20229
Covington Capital Management 810.00%0.00%0.00%Q4 2018Q4 20219
Avantax Planning Partners, Inc. 710.00%0.21%0.43%Q1 2018Q3 20239
WASHINGTON TRUST Co 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Analysts, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Rise Advisors, LLC 880.17%0.21%0.27%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Dentgroup LLC 880.38%0.47%0.58%Q4 2021Q3 20238
NCM Capital Management, LLC 880.30%1.62%2.82%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.05%0.09%0.25%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.66%2.06%2.93%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.85%1.18%1.31%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.16%0.25%0.38%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.34%0.43%0.51%Q4 2021Q3 20238
SIGNATUREFD, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
City State Bank 880.10%0.13%0.17%Q4 2021Q3 20238
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
American Trust 880.49%0.74%1.33%Q4 2021Q3 20238
Wedmont Private Capital 880.62%0.76%0.83%Q4 2021Q3 20238
Renaissance Technologies 410.00%0.00%0.00%Q3 2020Q2 20238
FLAGSHIP HARBOR ADVISORS, LLC 880.01%0.01%0.02%Q2 2018Q1 20208
SVB WEALTH LLC 880.00%0.01%0.01%Q4 2019Q3 20218
Ameritas Advisory Services, LLC 880.02%0.06%0.16%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Compass Advisory Group LLC 880.16%0.64%1.02%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 881.73%2.00%2.80%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.14%0.20%0.25%Q1 2021Q3 20238
Almanack Investment Partners, LLC. 880.29%0.37%0.45%Q3 2020Q2 20228
UMB Bank, n.a. 880.02%0.04%0.07%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 880.01%0.03%0.03%Q4 2021Q3 20238
BCGM Wealth Management, LLC 773.01%4.02%5.65%Q1 2022Q3 20237
Betterment LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Financial Connections Group, Inc. 770.38%2.76%4.59%Q4 2021Q2 20237
Charles Schwab Investment Advisory, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Commonwealth Equity Services, Inc 770.01%0.02%0.05%Q1 2016Q3 20177
COUNTRY CLUB BANK /GFN 770.12%0.15%0.20%Q1 2022Q3 20237
Crewe Advisors LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Pensionmark Financial Group, LLC 520.06%0.08%0.10%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Perigon Wealth Management, LLC 610.02%0.05%0.19%Q3 2011Q3 20237
WEALTHSPAN PARTNERS, LLC 770.17%0.33%0.61%Q4 2021Q2 20237
Paladin Advisory Group, LLC 770.08%0.28%0.58%Q1 2022Q3 20237
Anchor Investment Management, LLC 770.00%0.00%0.00%Q2 2022Q4 20237
New Capital Management LP 520.58%0.81%1.25%Q4 2020Q3 20227
Certified Advisory Corp 430.06%0.15%0.20%Q4 2019Q4 20217
Edge Advisors, LLC 770.04%1.31%2.39%Q4 2016Q2 20187
LOGAN CAPITAL MANAGEMENT INC 770.00%0.00%0.01%Q1 2022Q3 20237
Pacifica Partners Inc. 770.01%0.01%0.02%Q2 2022Q4 20237
QUEST CAPITAL MANAGEMENT INC /ADV 770.06%0.37%0.48%Q2 2020Q4 20217
Sandy Spring Bank 770.01%0.01%0.01%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 430.00%0.01%0.01%Q1 2019Q3 20237
Pinnacle Bancorp, Inc. 770.01%0.03%0.04%Q1 2022Q3 20237
VANGUARD GROUP INC 310.00%0.00%0.00%Q2 2016Q3 20237
NewEdge Wealth, LLC 430.01%0.02%0.03%Q4 2021Q3 20237
SYNOVUS FINANCIAL CORP 610.00%0.00%0.00%Q2 2017Q2 20207
Windsor Wealth Management, Inc. 770.09%0.81%1.35%Q1 2022Q3 20237
Taylor Hoffman Wealth Management 610.04%0.05%0.05%Q3 2018Q2 20207
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.02%Q4 2019Q2 20237
Tradition Wealth Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Blossom Wealth Management 430.95%1.10%1.23%Q4 2021Q3 20237
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2016Q3 20237
Paragon Capital Management Ltd 510.02%0.08%0.27%Q3 2017Q3 20237
Rehmann Capital Advisory Group 420.03%0.03%0.04%Q4 2017Q2 20196
AVANTAX ADVISORY SERVICES, INC. 310.00%0.00%0.01%Q3 2020Q3 20236
Eagle Strategies LLC 660.39%0.92%1.68%Q2 2022Q3 20236
Clear Perspectives Financial Planning, LLC 660.02%0.06%0.10%Q4 2020Q1 20226
Aspire Wealth Management Corp 660.10%0.23%0.43%Q2 2022Q3 20236
PENOBSCOT WEALTH MANAGEMENT 420.16%0.19%0.22%Q2 2021Q2 20236
Atria Wealth Solutions, Inc. 420.00%0.01%0.01%Q1 2022Q3 20236
Windsor Creek Advisors, LLC 660.50%0.52%0.55%Q3 2020Q4 20216
Brinker Capital Investments, LLC 330.00%0.01%0.03%Q2 2016Q4 20196
CAHILL FINANCIAL ADVISORS INC 420.07%0.12%0.15%Q3 2017Q3 20236
Great Diamond Partners, LLC 660.22%0.30%0.42%Q3 2020Q4 20216
NewFocus Financial Group, LLC 660.23%0.56%0.94%Q3 2019Q4 20206
Kohmann Bosshard Financial Services, LLC 662.33%2.42%2.52%Q2 2022Q3 20236
TECTONIC ADVISORS LLC 660.10%0.14%0.18%Q2 2022Q3 20236
Resonant Capital Advisors, LLC 660.81%1.13%1.25%Q2 2022Q3 20236
Sugarloaf Wealth Management, LLC 663.75%4.55%5.56%Q2 2022Q3 20236
Sullivan, Bruyette, Speros & Blaney, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
TruWealth Advisors, LLC 660.02%0.04%0.08%Q2 2022Q3 20236
Hendershot Investments Inc. 660.07%0.08%0.09%Q2 2022Q3 20236
Fieldpoint Private Securities, LLC 660.10%0.53%0.93%Q3 2020Q4 20216
Coombe, Bender & Co LLC 660.24%0.26%0.28%Q2 2022Q3 20236
Ameritas Investment Company, LLC 410.01%0.02%0.04%Q3 2019Q3 20216
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.01%Q4 2020Q1 20226
WMS Partners, LLC 660.56%0.89%1.31%Q2 2022Q3 20236
WHITTIER TRUST CO OF NEVADA INC 660.00%0.00%0.00%Q2 2022Q3 20236
Parallel Advisors, LLC 310.00%0.09%0.19%Q4 2016Q3 20236
PRIVATE TRUST CO NA 660.01%0.02%0.09%Q2 2022Q3 20236
Bogart Wealth, LLC 410.00%0.00%0.00%Q2 2021Q3 20235
CANANDAIGUA NATIONAL CORP 550.03%0.07%0.11%Q1 2021Q1 20225
CULLEN/FROST BANKERS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Corbenic Partners LLC 550.00%0.00%0.00%Q4 2020Q4 20215
IHT Wealth Management, LLC 320.01%0.01%0.02%Q1 2021Q3 20235
Keudell/Morrison Wealth Management 550.17%0.19%0.24%Q3 2022Q3 20235
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
NATIXIS ADVISORS, L.P. 550.00%0.00%0.01%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.03%Q4 2021Q3 20235
Parkside Financial Bank & Trust 410.00%0.09%0.12%Q1 2020Q3 20215
Sargent Bickham Lagudis LLC 310.00%0.00%0.00%Q2 2017Q1 20225
55I, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.02%Q4 2020Q4 20215
Compass Financial Group, INC/SD 550.90%1.41%1.86%Q4 2022Q4 20235
Cresset Asset Management, LLC 210.00%0.03%0.10%Q4 2018Q3 20235
VANCE WEALTH, INC. 550.30%0.64%0.86%Q3 2022Q3 20235
C M BIDWELL & ASSOCIATES LTD 550.00%0.08%0.12%Q3 2022Q3 20235
Ritter Daniher Financial Advisory LLC / DE 550.01%0.02%0.04%Q3 2022Q3 20235
ASSETMARK, INC 210.00%0.00%0.00%Q4 2020Q3 20235
Crescent Grove Advisors, LLC 320.02%0.02%0.02%Q4 2021Q3 20235
Foster Victor Wealth Advisors, LLC 210.22%0.54%0.74%Q2 2019Q2 20235
FinTrust Capital Advisors, LLC 550.01%0.12%0.41%Q3 2022Q3 20235
CASTLE WEALTH MANAGEMENT LLC 550.12%0.30%0.38%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20225
tru Independence LLC 550.07%0.08%0.08%Q3 2022Q3 20235
CWS Financial Advisors, LLC 320.27%0.35%0.39%Q2 2022Q3 20235
ROBERTS GLORE & CO INC /IL/ 550.16%0.26%0.48%Q3 2022Q3 20235
Secure Asset Management, LLC 550.25%0.45%0.61%Q2 2020Q2 20215
Ausdal Financial Partners, Inc. 550.03%0.04%0.04%Q1 2021Q1 20225
Stratos Wealth Partners, LTD. 310.01%0.01%0.01%Q1 2018Q3 20235
Landmark Wealth Management, LLC 310.08%0.29%0.52%Q1 2022Q3 20235
CoreFirst Bank & Trust 550.03%0.50%0.84%Q3 2022Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.35%0.40%0.52%Q1 2020Q1 20215
Heartwood Wealth Advisors LLC 550.04%0.06%0.06%Q4 2019Q4 20205
O'ROURKE & COMPANY, Inc 550.35%0.37%0.38%Q3 2022Q3 20235
Wagner Wealth Management, LLC 440.12%0.29%0.51%Q4 2017Q3 20184
Financial Gravity Asset Management, Inc. 440.00%0.00%0.01%Q1 2019Q4 20194
BB&T SECURITIES, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Kistler-Tiffany Companies, LLC 310.00%0.01%0.01%Q4 2020Q2 20234
NORTHSTAR WEALTH PARTNERS LLC 440.14%0.14%0.14%Q1 2019Q4 20194
Evanson Asset Management, LLC 440.04%0.05%0.05%Q2 2017Q1 20184
Hall Private Wealth Advisors 440.55%0.59%0.61%Q4 2022Q3 20234
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.03%0.03%0.03%Q4 2017Q3 20184
MARINO, STRAM & ASSOCIATES LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Breakwater Capital Group 440.61%0.69%0.84%Q4 2022Q3 20234
McKinley Carter Wealth Services, Inc. 440.02%0.08%0.16%Q4 2022Q3 20234
WARNER FINANCIAL, INC 440.32%0.36%0.39%Q4 2022Q3 20234
BOS Asset Management, LLC 440.27%0.31%0.32%Q4 2022Q3 20234
Shore Point Advisors, LLC 440.83%0.91%1.01%Q4 2022Q3 20234
Riggs Asset Managment Co. Inc. 440.00%0.00%0.01%Q4 2020Q3 20214
Aspen Wealth Strategies, LLC 447.50%8.24%8.55%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.44%0.92%1.16%Q4 2022Q3 20234
DAGCO, INC. 441.39%2.05%2.62%Q4 2022Q3 20234
STUDIO INVESTMENT MANAGEMENT LLC 440.00%0.08%0.22%Q4 2022Q3 20234
Lansing Street Advisors 440.43%0.45%0.46%Q3 2022Q2 20234
RETIREMENT GUYS FORMULA LLC 442.30%2.77%3.20%Q4 2022Q3 20234
Wealthspire Advisors, LLC 440.01%0.01%0.02%Q2 2020Q1 20214
CAMBRIDGE TRUST CO 440.00%0.01%0.02%Q4 2022Q3 20234
Annapolis Financial Services, LLC 310.00%0.00%0.01%Q4 2020Q4 20214
MinichMacGregor Wealth Management, LLC 310.01%1.99%2.73%Q4 2020Q4 20224
Family Investment Center, Inc. 440.45%0.51%0.54%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.33%0.39%0.42%Q4 2022Q3 20234
Nicholas Hoffman & Company, LLC. 440.04%0.08%0.10%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q4 2021Q1 20234
OAK HILL WEALTH ADVISORS, LLC 442.14%2.23%2.28%Q4 2022Q3 20234
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q3 2022Q2 20234
Beta Wealth Group, Inc. 440.20%0.22%0.26%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Laurel Wealth Planning LLC 440.12%0.61%0.88%Q3 2021Q2 20224
Tempus Wealth Planning, LLC 310.68%0.92%1.28%Q1 2021Q2 20234
Sowell Financial Services LLC 440.00%0.01%0.03%Q3 2019Q2 20204
Centurion Wealth Management LLC 440.42%0.53%0.57%Q4 2022Q3 20234
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 440.03%1.25%1.73%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.14%0.16%0.22%Q4 2022Q4 20234
Parker Financial LLC 441.04%1.32%1.50%Q4 2022Q3 20234
Lee Financial Co 310.04%0.06%0.07%Q2 2017Q2 20184
AVAII WEALTH MANAGEMENT, LLC 440.25%0.31%0.34%Q4 2022Q3 20234
Shone Asset Management LLC 443.17%5.26%6.49%Q1 2020Q4 20204
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.32%0.33%0.34%Q4 2022Q3 20234
VeraBank, N.A. 447.83%8.62%9.27%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Financial Engines Advisors L.L.C. 440.00%0.00%0.00%Q3 2021Q2 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.50%0.66%0.76%Q4 2022Q3 20234
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q3 20234
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q1 2020Q3 20203
ZRC WEALTH MANAGEMENT, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.26%0.27%0.28%Q1 2023Q3 20233
AdvicePeriod, LLC 210.02%0.04%0.04%Q2 2019Q1 20203
Johnson Financial Group, Inc. 210.00%0.00%0.00%Q3 2021Q2 20233
Waterloo Capital, L.P. 330.07%0.08%0.09%Q1 2023Q3 20233
CPWM, LLC 210.02%0.02%0.02%Q1 2021Q1 20223
Partnervest Advisory Services LLC 330.37%0.47%0.54%Q1 2020Q3 20203
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20233
IFC Holdings Incorporated/FL 330.02%0.02%0.02%Q2 2017Q4 20173
Lokken Investment Group LLC 330.18%0.25%0.29%Q1 2023Q3 20233
Snowden Capital Advisors LLC 330.02%0.04%0.06%Q1 2023Q3 20233
Intelligence Driven Advisers, LLC 330.05%0.24%0.52%Q1 2022Q3 20223
SILVERLAKE WEALTH MANAGEMENT LLC 330.15%0.18%0.21%Q1 2023Q3 20233
ACAS, LLC 330.32%0.49%0.63%Q2 2021Q4 20213
JFS WEALTH ADVISORS, LLC 330.01%0.02%0.04%Q2 2021Q4 20213
Peterson Wealth Advisors, LLC 330.06%0.07%0.07%Q2 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.10%0.11%0.13%Q4 2022Q3 20233
JT Stratford LLC 330.35%0.45%0.51%Q1 2023Q3 20233
NorthLanding Financial Partners, LLC 331.31%1.32%1.32%Q3 2022Q1 20233
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q2 2021Q4 20213
Core Wealth Advisors, Inc. 330.01%0.01%0.02%Q2 2022Q4 20223
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Clark Capital Management Group, Inc. 330.02%0.03%0.04%Q2 2022Q4 20223
SWEENEY & MICHEL, LLC 333.20%6.25%7.93%Q1 2023Q3 20233
CAPITAL WEALTH MANAGEMENT, LLC 330.68%0.70%0.72%Q1 2023Q3 20233
NorthRock Partners, LLC 330.03%0.06%0.10%Q3 2019Q1 20203
EASTERN BANK 330.78%0.79%0.80%Q1 2023Q3 20233
THOMASPARTNERS, INC. 330.01%0.01%0.01%Q3 2017Q1 20183
Gryphon Financial Partners LLC 330.02%0.03%0.03%Q4 2017Q2 20183
Modera Wealth Management, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
CNB Bank 330.00%0.00%0.01%Q4 2021Q2 20223
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Revisor Wealth Management LLC 332.89%3.38%4.08%Q1 2023Q3 20233
Johnson & White Wealth Management, LLC 111.14%1.41%1.68%Q3 2022Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Integrated Wealth Concepts LLC 210.01%0.02%0.02%Q2 2022Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Advisor Resource Council 110.06%0.07%0.08%Q2 2021Q2 20223
Regency Capital Management Inc.\DE 330.22%0.30%0.34%Q2 2021Q4 20213
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2021Q1 20233
BENJAMIN EDWARDS INC 330.02%0.03%0.03%Q3 2020Q1 20213
CGN Advisors LLC 330.08%0.10%0.12%Q2 2021Q4 20213
NATIONAL PLANNING CORP 220.03%0.08%0.13%Q2 2017Q3 20172
Lindbrook Capital, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
BADGLEY PHELPS & BELL INC 220.01%0.01%0.01%Q3 2020Q4 20202
Stratos Wealth Advisors, LLC 220.02%0.09%0.16%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.60%1.17%Q4 2021Q3 20222
Fortis Capital Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
New World Advisors LLC 220.13%0.13%0.13%Q4 2019Q1 20202
Chicago Partners Investment Group LLC 220.09%0.10%0.11%Q2 2023Q3 20232
BlackRock Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
ROPES WEALTH ADVISORS LLC 220.01%0.01%0.01%Q3 2019Q4 20192
F3Logic, LLC 220.20%0.27%0.33%Q1 2018Q2 20182
SWAN Capital LLC 110.69%0.76%0.84%Q1 2023Q3 20232
Prestige Wealth Management Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Sound View Wealth Advisors Group, LLC 220.03%0.05%0.06%Q2 2023Q3 20232
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2023Q3 20232
RVW Wealth, LLC 110.01%0.02%0.03%Q4 2022Q3 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Resurgent Financial Advisors LLC 220.07%0.21%0.34%Q2 2023Q3 20232
New Potomac Partners, LLC 220.29%0.30%0.31%Q2 2023Q3 20232
Hanson & Doremus Investment Management 220.01%0.01%0.01%Q1 2018Q2 20182
AFFINITY WEALTH MANAGEMENT LLC 221.74%1.74%1.75%Q1 2021Q2 20212
RGT Wealth Advisors, LLC 220.05%0.10%0.15%Q4 2020Q1 20212
Econ Financial Services Corp 220.24%0.29%0.34%Q3 2022Q4 20222
CX Institutional 110.29%0.42%0.56%Q2 2022Q4 20222
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2021Q2 20212
FOSTER DYKEMA CABOT & CO INC/MA 220.03%0.03%0.03%Q1 2019Q2 20192
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
TUCKER ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2020Q1 20212
LEVEL FOUR FINANCIAL, LLC 220.09%0.09%0.09%Q4 2020Q1 20212
FIRST MERCANTILE TRUST CO 221.44%1.49%1.54%Q2 2021Q3 20212
Cribstone Capital Management, LLC 220.01%0.02%0.02%Q2 2019Q3 20192
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Curated Wealth Partners LLC 220.06%0.07%0.08%Q2 2022Q3 20222
RWA WEALTH PARTNERS, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
PRIVATE CAPITAL MANAGEMENT LLC 220.06%0.06%0.06%Q1 2022Q2 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Cypress Wealth Advisors LLC 220.26%0.27%0.29%Q4 2017Q1 20182
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2018Q1 20202
Eudaimonia Partners, LLC 110.00%0.01%0.02%Q4 2019Q1 20212
Destiny Wealth Partners, LLC 221.34%1.38%1.43%Q2 2023Q3 20232
CIC Wealth, LLC 220.12%0.19%0.26%Q2 2023Q3 20232
BBR PARTNERS, LLC 220.03%0.04%0.05%Q3 2018Q4 20182
Focused Wealth Management, Inc 221.56%1.81%2.05%Q2 2023Q3 20232
First Horizon Advisors, Inc. 110.00%0.00%0.01%Q4 2019Q4 20212
Connecticut Wealth Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Annex Advisory Services, LLC 222.00%2.12%2.24%Q2 2023Q3 20232
Venturi Wealth Management, LLC 220.02%0.19%0.36%Q4 2020Q1 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
Price Wealth, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
MGO ONE SEVEN LLC 110.01%0.03%0.05%Q4 2018Q1 20212
COMERICA SECURITIES,INC. 110.00%0.09%0.18%Q4 2019Q4 20222
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q4 2016Q1 20172
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
PacWest Financial Management Inc 111.94%1.94%1.94%Q4 2016Q4 20161
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TRANSCEND CAPITAL ADVISORS, LLC 110.65%0.65%0.65%Q4 2019Q4 20191
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Bridge Advisory, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WealthStone, Inc. 110.26%0.26%0.26%Q2 2020Q2 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Red Tortoise LLC 110.03%0.03%0.03%Q4 2022Q4 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MCF Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Cerity Partners LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FIDUCIARY TRUST INTERNATIONAL LLC 110.27%0.27%0.27%Q2 2020Q2 20201
BLB&B Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
MCDONALD PARTNERS LLC 111.17%1.17%1.17%Q4 2021Q4 20211
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Trexquant Investment LP 110.02%0.02%0.02%Q4 2021Q4 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Buttonwood Financial Advisors Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
CABANA LLC 110.27%0.27%0.27%Q2 2020Q2 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
OLD MISSION CAPITAL, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
Peterson Wealth Services 110.35%0.35%0.35%Q1 2023Q1 20231
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Intelligent Financial Strategies 110.05%0.05%0.05%Q4 2022Q4 20221
New Harbor Financial Group, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
CITIZENS FINANCIAL GROUP INC/RI 110.02%0.02%0.02%Q3 2022Q3 20221
PRW Wealth Management LLC 110.38%0.38%0.38%Q2 2021Q2 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
Baker Avenue Asset Management, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
GRIMES & COMPANY, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q2 2021Q2 20211
EisnerAmper Wealth Management Corporate Benefits, LLC 114.72%4.72%4.72%Q4 2023Q4 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Permit Capital Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Clearstead Trust, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Insight Advisors, LLC/ PA 110.35%0.35%0.35%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Sutton Wealth Advisors Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Paul John Balson 110.05%0.05%0.05%Q4 2020Q4 20201
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Vienna Asset Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Nan Shan Life Insurance Co., Ltd. 110.35%0.35%0.35%Q1 2023Q1 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
MSI Financial Services Inc 110.01%0.01%0.01%Q4 2016Q4 20161
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
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q2 2022Q2 20221
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110.56%0.56%0.56%Q1 2020Q1 20201
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Lake Point Wealth Management 110.01%0.01%0.01%Q2 2021Q2 20211
IEQ CAPITAL, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AllGen Financial Advisors, Inc. 112.25%2.25%2.25%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Inscription Capital, LLC 111.74%1.74%1.74%Q2 2021Q2 20211
HARDING LOEVNER LP 110.00%0.00%0.00%Q3 2022Q3 20221
Global Retirement Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
NEXT Financial Holdings 110.11%0.11%0.11%Q1 2019Q1 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altium Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Foundations Investment Advisors, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
RESOLUTE FINANCIAL, LLC 110.73%0.73%0.73%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2019Q4 20191
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Keel Point, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2022Q1 20221
RFG Advisory, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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