VANGUARD WHITEHALL FDS shareholder history

Current and past VANGUARD WHITEHALL FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 4010.00%0.00%0.01%Q2 2013Q3 202341
MORGAN STANLEY 41410.00%0.00%0.01%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 3040.00%0.01%0.02%Q3 2013Q3 202339
Transamerica Financial Advisors, Inc. 38380.39%0.97%1.62%Q2 2014Q3 202338
Coastline Trust Co 37370.34%1.45%1.95%Q3 2013Q3 202237
Regal Investment Advisors LLC 37370.06%0.46%2.62%Q3 2014Q3 202337
Betterment LLC 36360.35%1.01%2.50%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.01%0.03%Q1 2014Q3 202336
CITIGROUP INC 2630.00%0.00%0.01%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 35350.00%0.01%0.02%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.01%0.02%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 34340.00%0.01%0.03%Q2 2015Q3 202334
Sumitomo Mitsui DS Asset Management Company, Ltd 34340.33%1.23%2.44%Q2 2015Q3 202334
Versant Capital Management, Inc 33335.70%9.20%13.53%Q4 2015Q4 202333
JPMORGAN CHASE & CO 32320.00%0.00%0.01%Q4 2015Q3 202332
Creative Planning 1830.00%0.01%0.09%Q2 2013Q2 202332
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1550.00%0.11%0.37%Q3 2013Q3 202332
HSBC HOLDINGS PLC 32320.00%0.00%0.00%Q4 2013Q3 202132
CENTRAL BANK & TRUST CO 31310.06%3.17%8.71%Q1 2016Q3 202331
Avior Wealth Management, LLC 30300.01%0.34%0.53%Q2 2016Q3 202330
IFP Advisors, Inc 17130.00%0.01%0.10%Q1 2016Q3 202330
BlackRock Inc. 16130.00%0.00%0.00%Q4 2015Q3 202329
NWAM LLC 15140.02%0.10%0.24%Q2 2016Q3 202329
Gradient Investments LLC 2450.00%0.00%0.00%Q2 2016Q3 202329
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.03%0.23%0.43%Q4 2016Q3 202328
Modera Wealth Management, LLC 28280.05%0.34%0.70%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.35%1.53%Q4 2016Q3 202328
FIRST MERCANTILE TRUST CO 1990.24%0.50%1.57%Q3 2014Q3 202128
Raymond James Financial Services Advisors, Inc. 1610.00%0.01%0.03%Q1 2016Q3 202327
Private Advisor Group, LLC 1510.00%0.01%0.04%Q3 2014Q3 202327
Tortoise Investment Management, LLC 1890.00%0.03%0.28%Q2 2015Q3 202327
FC Advisory LLC 27270.15%0.18%0.23%Q2 2017Q4 202327
Citadel Advisors 710.00%0.00%0.01%Q3 2016Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.00%0.00%Q4 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.03%Q2 2017Q3 202326
Bank of New York Mellon Corp 2510.00%0.01%0.02%Q4 2013Q3 202326
JFS WEALTH ADVISORS, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
ASSETMARK, INC 25250.02%0.10%0.23%Q3 2017Q3 202325
Avidian Wealth Solutions, LLC 1690.05%1.44%5.43%Q1 2017Q3 202325
Wilshire Advisors LLC 25250.67%2.11%6.74%Q4 2015Q4 202125
LADENBURG THALMANN FINANCIAL SERVICES INC. 1960.00%0.04%0.08%Q3 2013Q4 201925
D'Orazio & Associates, Inc. 24240.01%0.01%0.02%Q4 2015Q3 202124
FLOW TRADERS U.S. LLC 520.02%0.45%1.26%Q3 2015Q3 202324
JANE STREET GROUP, LLC 810.00%0.03%0.23%Q1 2014Q2 202324
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 24240.00%0.09%0.18%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.02%0.18%0.46%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Garde Capital, Inc. 23230.51%0.97%1.24%Q4 2014Q2 202023
Fieldpoint Private Securities, LLC 22220.15%0.46%1.01%Q1 2017Q2 202222
White Lighthouse Investment Management Inc. 2020.07%0.12%0.20%Q4 2017Q3 202322
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22220.03%0.62%1.07%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.00%Q2 2014Q3 202321
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1610.00%0.04%0.06%Q1 2014Q1 202321
Cambridge Investment Research Advisors, Inc. 1830.00%0.02%0.06%Q4 2017Q3 202321
SEI INVESTMENTS CO 910.00%0.10%0.54%Q4 2015Q3 202321
Pensionmark Financial Group, LLC 20200.11%0.27%0.38%Q4 2018Q3 202320
TWIN CAPITAL MANAGEMENT INC 20200.05%0.13%0.27%Q4 2015Q3 202020
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.01%Q3 2014Q1 202320
American Portfolios Advisors 20200.00%0.16%0.29%Q4 2017Q3 202220
DOWLING & YAHNKE LLC 20201.64%3.13%3.73%Q4 2017Q3 202220
Continuum Advisory, LLC 1550.10%0.18%0.29%Q1 2017Q3 202320
Goelzer Investment Management, Inc. 1370.08%0.15%0.30%Q4 2014Q3 202020
MATHER GROUP, LLC. 20200.03%0.38%1.62%Q4 2018Q3 202320
Kohmann Bosshard Financial Services, LLC 20200.05%1.33%2.10%Q3 2017Q2 202220
FMR LLC 1730.00%0.00%0.00%Q3 2018Q3 202320
FIFTH THIRD BANCORP 810.00%0.00%0.00%Q2 2014Q3 202320
NOVARE CAPITAL MANAGEMENT LLC 20200.03%0.18%0.65%Q2 2017Q1 202220
Full Sail Capital, LLC 19190.20%0.36%0.67%Q1 2019Q3 202319
Hudock, Inc. 19190.00%0.01%0.09%Q1 2018Q3 202219
HighTower Advisors, LLC 1140.00%0.01%0.02%Q1 2017Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
NewSquare Capital LLC 19190.00%0.07%0.09%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.22%0.40%0.50%Q1 2019Q3 202319
CWM, LLC 1010.00%0.00%0.02%Q3 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Hurlow Wealth Management Group, Inc. 19190.22%3.29%4.50%Q1 2019Q3 202319
FIDUCIARY TRUST CO 18180.01%0.26%1.12%Q4 2016Q1 202118
Savant Capital, LLC 18180.01%0.21%0.94%Q2 2019Q3 202318
Ackerman Capital Advisors, LLC 1210.01%0.55%0.90%Q2 2017Q3 202318
Janney Montgomery Scott LLC 410.00%0.01%0.02%Q1 2017Q3 202318
Front Row Advisors LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Beacon Pointe Advisors, LLC 1610.01%0.10%0.32%Q2 2019Q3 202317
Providence Capital Advisors, LLC 1250.00%0.00%0.00%Q4 2018Q3 202317
Highland Private Wealth Management 17170.45%0.73%1.75%Q3 2018Q3 202217
GenTrust, LLC 1340.04%0.95%3.31%Q2 2017Q3 202317
Sigma Planning Corp 1310.01%0.01%0.03%Q4 2015Q3 202317
Neuberger Berman Group LLC 1430.00%0.00%0.01%Q3 2018Q3 202317
EXANE DERIVATIVES 1510.00%0.03%0.04%Q1 2018Q1 202216
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q3 2019Q2 202316
Global Endowment Management, LP 16160.07%0.35%0.59%Q4 2019Q3 202316
BLB&B Advisors, LLC 1510.04%0.25%0.39%Q4 2018Q3 202316
Charles Schwab Investment Advisory, Inc. 1060.00%0.24%0.59%Q2 2015Q4 201916
Disciplined Investments, LLC 16161.04%1.69%2.31%Q4 2019Q3 202316
Royal Fund Management, LLC 16160.01%0.32%0.47%Q4 2019Q3 202316
OneDigital Investment Advisors LLC 1330.01%0.04%0.17%Q4 2018Q3 202316
Marotta Asset Management 1333.10%5.11%7.92%Q4 2019Q4 202316
Strategic Financial Planning, Inc. 16160.78%0.90%1.15%Q4 2019Q3 202316
Aspire Private Capital, LLC 16160.01%0.01%0.01%Q4 2018Q3 202216
HOLLENCREST CAPITAL MANAGEMENT 16160.02%0.04%0.06%Q4 2017Q3 202116
STIFEL FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Alexandria Capital, LLC 1240.00%0.05%0.28%Q3 2013Q3 201916
Column Capital Advisors, LLC 1410.00%0.24%0.64%Q4 2019Q3 202315
AdvicePeriod, LLC 15151.40%2.21%2.78%Q4 2017Q2 202115
Advisors Asset Management, Inc. 15150.00%0.01%0.01%Q4 2019Q2 202315
Baldrige Asset Management LLC 15150.08%0.22%0.29%Q3 2019Q1 202315
SIGNATUREFD, LLC 1110.00%0.00%0.01%Q2 2015Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Verde Capital Management 15150.18%1.83%3.80%Q1 2020Q3 202315
Westside Investment Management, Inc. 15150.04%0.16%0.34%Q1 2020Q3 202315
Global Retirement Partners, LLC 960.00%0.01%0.06%Q4 2016Q3 202315
Axiom Financial Strategies, LLC 15151.52%2.91%3.39%Q1 2020Q3 202315
MISSION WEALTH MANAGEMENT, LP 15150.06%0.10%0.18%Q1 2020Q3 202315
D. E. Shaw & Co., Inc. 15150.00%0.01%0.02%Q3 2016Q1 202015
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.02%Q2 2016Q4 201915
UBS ASSET MANAGEMENT AMERICAS INC 1230.00%0.00%0.00%Q4 2016Q4 202015
Strategic Financial Services, Inc, 15151.00%1.29%1.93%Q1 2020Q3 202315
Cedar Wealth Management, LLC 15150.00%0.19%0.34%Q3 2018Q1 202215
JONES FINANCIAL COMPANIES LLLP 15150.00%0.00%0.00%Q1 2020Q3 202315
BlueSky Wealth Advisors, LLC 15153.82%4.56%5.35%Q1 2020Q3 202315
Leonard Rickey Investment Advisors P.L.L.C. 14140.09%0.88%2.15%Q3 2018Q4 202114
BALLAST ADVISORS LLC 14140.17%0.57%0.74%Q2 2020Q3 202314
FIRST MANHATTAN CO. LLC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Brinker Capital Investments, LLC 1310.00%0.01%0.03%Q2 2015Q4 202014
Mirae Asset Global Investments Co., Ltd. 1010.00%0.01%0.04%Q4 2017Q3 202314
Larson Financial Group LLC 14140.00%0.00%0.00%Q4 2019Q1 202314
AdvisorNet Financial, Inc 1130.00%0.01%0.01%Q4 2019Q3 202314
Glassman Wealth Services 770.00%0.00%0.00%Q1 2020Q3 202314
FDx Advisors, Inc. 720.01%0.22%0.56%Q1 2017Q1 202314
CVA Family Office, LLC 14140.01%0.02%0.04%Q1 2020Q2 202314
Trust Co 14140.01%0.03%0.16%Q1 2015Q2 201814
Selective Wealth Management, Inc. 14140.01%0.08%0.58%Q2 2019Q3 202214
Clear Creek Financial Management, LLC 1030.16%0.31%1.67%Q2 2020Q3 202313
Crabel Capital Management, LLC 510.11%0.52%1.33%Q4 2017Q4 202213
CAPE COD FIVE CENTS SAVINGS BANK 13131.29%1.73%2.32%Q3 2020Q3 202313
GOLDMAN SACHS GROUP INC 510.00%0.00%0.01%Q2 2015Q2 202313
Renaissance Technologies 610.00%0.00%0.01%Q4 2017Q1 202213
Advisory Services Network, LLC 1210.00%0.01%0.02%Q1 2019Q4 202213
Qube Research & Technologies Ltd 520.00%0.15%0.80%Q4 2019Q3 202313
Guidant Wealth Advisors 13130.03%0.07%0.12%Q3 2016Q3 201913
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
IndexIQ Advisors LLC 13130.00%0.07%0.14%Q4 2018Q4 202113
QCI ASSET MANAGEMENT INC/NY 13130.00%0.00%0.00%Q1 2017Q1 202013
MBM Wealth Consultants, LLC 13132.26%2.80%3.15%Q1 2019Q1 202213
Financial Gravity Asset Management, Inc. 1210.00%0.72%3.24%Q1 2020Q3 202313
Ancora Advisors LLC 1010.00%0.01%0.05%Q3 2018Q2 202313
Cambria Investment Management, L.P. 1210.00%0.44%0.65%Q4 2014Q1 201913
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.00%0.03%Q3 2020Q3 202313
Legacy Private Trust Co. 13130.18%0.43%0.73%Q4 2018Q4 202113
Prestige Wealth Management Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Investors Research Corp 13130.14%0.39%0.57%Q3 2020Q3 202313
Foster Victor Wealth Advisors, LLC 12120.05%0.12%0.24%Q4 2018Q3 202112
Fullen Financial Group 12120.22%0.25%0.37%Q2 2020Q1 202312
Dynamic Advisor Solutions LLC 12120.02%0.04%0.11%Q4 2020Q3 202312
BOYS ARNOLD & CO INC 12120.05%0.07%0.10%Q2 2017Q1 202012
SeaCrest Wealth Management, LLC 660.00%0.03%0.06%Q4 2017Q3 202312
RIVERSEDGE ADVISORS, LLC 12120.26%0.55%0.94%Q1 2020Q4 202212
Summit Global Investments 1110.03%0.06%0.38%Q1 2019Q3 202312
Tradition Wealth Management, LLC 12120.00%0.10%0.24%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12122.51%3.69%5.33%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1010.00%0.02%0.10%Q2 2018Q3 202312
J.W. COLE ADVISORS, INC. 810.03%0.04%0.05%Q4 2019Q3 202312
OLD MISSION CAPITAL LLC 310.01%0.07%0.28%Q1 2017Q2 202312
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q3 2019Q3 202312
OXFORD FINANCIAL GROUP, LTD. LLC 840.00%0.14%0.46%Q4 2019Q1 202312
Bogart Wealth, LLC 930.00%0.04%0.22%Q1 2020Q3 202312
Proficio Capital Partners LLC 12120.05%0.06%0.08%Q4 2020Q3 202312
Certified Advisory Corp 650.07%0.35%0.88%Q2 2019Q2 202211
McIlrath & Eck, LLC 11110.72%1.84%2.40%Q1 2021Q3 202311
SG Americas Securities, LLC 910.00%0.00%0.02%Q4 2018Q4 202211
Financial Enhancement Group LLC 11110.26%0.64%1.07%Q1 2020Q3 202211
Quaker Wealth Management, LLC 830.28%0.43%0.60%Q3 2020Q3 202311
Allianz Asset Management GmbH 1010.00%0.00%0.01%Q3 2014Q1 201811
Avion Wealth 11110.00%0.01%0.01%Q2 2020Q4 202211
MD Financial Management Inc. 11110.24%0.49%0.97%Q2 2019Q4 202111
EP Wealth Advisors, LLC 11110.01%0.24%1.30%Q1 2021Q3 202311
Bluefin Trading, LLC 310.04%0.42%1.71%Q2 2013Q4 201711
Belpointe Asset Management LLC 1010.01%0.04%0.12%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.01%Q1 2018Q3 202011
Pinnacle Advisory Group, Inc. 11110.02%0.05%0.10%Q3 2018Q1 202111
BENJAMIN EDWARDS INC 1010.00%0.02%0.11%Q4 2020Q3 202311
Pinnacle Bancorp, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 830.02%0.11%0.26%Q1 2020Q4 202211
US BANCORP \DE\ 710.00%0.00%0.00%Q4 2013Q4 202111
HEADINVEST, LLC 1010.03%0.19%0.43%Q4 2020Q3 202311
BRANDYWINE OAK PRIVATE WEALTH LLC 910.00%0.18%1.31%Q4 2018Q1 202210
Virtue Capital Management, LLC 820.00%0.13%0.18%Q4 2017Q3 202310
Allworth Financial LP 710.00%0.00%0.01%Q1 2017Q3 202310
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.10%Q1 2021Q3 202310
ASPIRIANT, LLC 820.01%0.03%0.04%Q4 2018Q2 202210
BRIDGEWAY CAPITAL MANAGEMENT, LLC 610.00%0.00%0.01%Q2 2019Q3 202310
MOTCO 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q3 2016Q3 202310
Asset Dedication, LLC 520.00%0.00%0.00%Q3 2020Q3 202310
HARVEST VOLATILITY MANAGEMENT LLC 820.01%1.83%17.51%Q4 2020Q3 202310
Spire Wealth Management 640.00%0.00%0.00%Q1 2021Q3 202310
MOSELEY INVESTMENT MANAGEMENT INC 10100.57%1.05%1.25%Q4 2019Q1 202210
Pekin Hardy Strauss, Inc. 730.06%0.12%0.34%Q3 2019Q1 202210
Quantitative Advantage, LLC 10100.39%0.44%0.50%Q4 2020Q1 202310
Mariner, LLC 910.00%0.06%0.20%Q3 2016Q3 202310
Octavia Wealth Advisors, LLC 10100.06%0.89%1.77%Q4 2020Q1 202310
AE Wealth Management LLC 910.00%0.01%0.03%Q2 2020Q1 202310
NAPLES GLOBAL ADVISORS, LLC 10100.03%0.11%0.16%Q2 2021Q3 202310
Sowell Financial Services LLC 610.00%0.05%0.11%Q3 2019Q1 202310
Windham Capital Management, LLC 640.28%0.59%1.01%Q1 2019Q3 202210
Patriot Financial Group Insurance Agency, LLC 10100.00%0.01%0.02%Q1 2020Q2 202210
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q2 2013Q2 202310
Virtu KCG Holdings LLC 310.00%0.01%0.04%Q3 2013Q1 201710
Prospera Financial Services Inc 990.00%0.09%0.23%Q2 2020Q2 20229
FRANKLIN RESOURCES INC 990.00%0.00%0.00%Q2 2020Q2 20229
CAPITAL ONE FINANCIAL CORP 990.10%0.19%0.29%Q1 2020Q1 20229
ROBERTS GLORE & CO INC /IL/ 990.07%0.18%0.25%Q2 2020Q2 20229
Kestra Advisory Services, LLC 410.00%0.00%0.01%Q4 2020Q3 20239
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.04%0.13%Q2 2020Q2 20229
Sensible Financial Planning & Management, LLC. 990.00%0.99%4.00%Q3 2014Q3 20169
3EDGE Asset Management, LP 990.04%0.06%0.07%Q2 2020Q2 20229
Systelligence, LLC 540.16%1.66%2.87%Q4 2019Q2 20229
Parkside Financial Bank & Trust 710.01%0.64%1.30%Q3 2015Q3 20239
Stonebridge Capital Advisors LLC 510.00%0.01%0.01%Q2 2019Q4 20229
Upper Left Wealth Management, LLC 880.38%0.52%0.60%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.09%0.25%0.31%Q4 2021Q3 20238
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.01%0.01%Q2 2014Q1 20168
VANGUARD GROUP INC 530.00%0.00%0.00%Q2 2015Q4 20218
Banco Santander, S.A. 710.01%0.03%0.05%Q2 2018Q4 20208
HANSEATIC MANAGEMENT SERVICES INC 880.01%0.03%0.06%Q4 2021Q3 20238
Wavelength Capital Management, LLC 885.49%6.70%9.21%Q4 2021Q3 20238
Conservest Capital Advisors, Inc. 880.06%0.07%0.08%Q2 2020Q1 20228
Echo45 Advisors LLC 881.01%1.72%2.73%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.04%0.05%0.06%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.01%Q3 2020Q3 20238
City State Bank 880.97%1.68%2.04%Q4 2021Q3 20238
Jefferies Group LLC 880.01%0.09%0.22%Q2 2013Q1 20158
Corrigan Financial, Inc. 884.45%4.94%5.96%Q1 2021Q4 20228
UBP Investment Advisors SA 880.09%0.12%0.15%Q4 2020Q3 20228
Activest Wealth Management 610.00%0.16%1.10%Q1 2021Q3 20238
Hanson & Doremus Investment Management 710.00%0.02%0.03%Q1 2017Q1 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Efficient Market Advisors, LLC 880.11%0.20%0.46%Q4 2014Q3 20168
LEAVELL INVESTMENT MANAGEMENT, INC. 880.04%0.06%0.08%Q3 2019Q2 20218
CARDIFF PARK ADVISORS, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Cetera Investment Advisers 880.00%0.04%0.10%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 880.01%0.01%0.02%Q4 2016Q3 20188
American Trust 880.27%0.38%0.49%Q4 2021Q3 20238
RFG Advisory, LLC 880.03%0.06%0.09%Q4 2021Q3 20238
Retirement Group, LLC 880.00%0.00%0.01%Q2 2020Q1 20228
EverSource Wealth Advisors, LLC 880.06%0.15%0.31%Q4 2021Q3 20238
CNB Bank 880.01%0.01%0.02%Q4 2017Q3 20198
MMBG INVESTMENT ADVISORS CO. 880.03%0.04%0.06%Q4 2021Q3 20238
SAGE RHINO CAPITAL LLC 880.89%1.11%1.43%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.24%0.55%1.50%Q4 2021Q3 20238
JNBA Financial Advisors 880.01%0.06%0.13%Q4 2021Q3 20238
Shore Point Advisors, LLC 884.03%4.52%5.16%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.03%0.08%Q4 2021Q3 20238
Landmark Financial Advisors, LLC 880.48%0.87%0.96%Q4 2021Q3 20238
KCS Wealth Advisory 880.53%0.80%1.12%Q2 2018Q1 20208
COMMERCE BANK 770.00%0.01%0.01%Q4 2020Q2 20227
NEXT Financial Group, Inc 610.00%0.00%0.01%Q1 2020Q4 20217
Invesco Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
Columbus Macro, LLC 770.17%0.97%2.08%Q1 2022Q3 20237
USS Investment Management Ltd 770.20%0.78%0.98%Q1 2022Q3 20237
Onyx Bridge Wealth Group LLC 430.10%0.70%3.41%Q4 2020Q3 20237
Acorn Wealth Advisors, LLC 770.28%0.45%0.49%Q4 2020Q2 20227
North Star Investment Management Corp. 770.01%0.01%0.01%Q1 2022Q3 20237
FIRST INTERSTATE BANK 770.00%0.00%0.00%Q2 2018Q4 20197
Bellecapital International Ltd. 610.17%0.29%0.50%Q1 2017Q4 20187
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 770.40%0.57%0.65%Q1 2022Q3 20237
Private Portfolio Partners LLC 770.37%0.42%0.44%Q1 2022Q3 20237
Rosenberg Matthew Hamilton 770.01%0.01%0.02%Q1 2022Q3 20237
Twele Capital Management, Inc. 770.09%0.10%0.10%Q4 2013Q2 20157
OPPENHEIMER & CO INC 430.01%0.01%0.01%Q3 2021Q3 20237
55I, LLC 520.01%0.03%0.09%Q1 2020Q4 20217
Investments & Financial Planning, LLC 430.46%0.55%0.62%Q4 2021Q3 20237
Barry Investment Advisors, LLC 770.00%3.94%5.45%Q2 2015Q4 20167
Eagle Bay Advisors LLC 770.00%0.03%0.06%Q1 2022Q3 20237
Evolution Advisers, Inc. 770.00%0.01%0.06%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 410.00%0.00%0.00%Q4 2018Q4 20217
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Lee Financial Co 770.00%0.00%0.00%Q2 2021Q4 20227
Busey Bank 770.48%0.94%1.51%Q1 2022Q3 20237
SCOTIA CAPITAL INC. 770.01%0.03%0.05%Q4 2016Q2 20187
Advisory Alpha, LLC 430.14%0.16%0.21%Q1 2018Q2 20207
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Fairhaven Wealth Management, LLC 770.12%0.17%0.23%Q1 2020Q3 20217
VSR Financial Services, Inc. 660.02%0.03%0.04%Q1 2014Q2 20156
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.09%0.20%0.26%Q2 2022Q3 20236
Mutual Advisors, LLC 310.02%0.06%0.14%Q1 2021Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
SigFig Wealth Management, LLC 660.02%0.05%0.07%Q2 2022Q3 20236
MCF Advisors LLC 330.00%0.00%0.00%Q1 2016Q3 20226
TECTONIC ADVISORS LLC 420.01%0.03%0.12%Q4 2020Q3 20226
DEUTSCHE BANK AG\ 420.00%0.00%0.00%Q2 2014Q3 20236
Vise Technologies, Inc. 660.14%0.18%0.27%Q2 2022Q3 20236
Almanack Investment Partners, LLC. 420.11%0.29%0.49%Q1 2017Q4 20196
Greenspring Advisors, LLC 660.31%0.37%0.46%Q4 2021Q1 20236
CENTRAL TRUST Co 410.00%0.01%0.01%Q4 2013Q3 20236
Signify Wealth 660.71%1.77%2.68%Q2 2022Q3 20236
W.G. Shaheen & Associates DBA Whitney & Co 661.87%2.02%2.17%Q2 2022Q3 20236
Vanguard Personalized Indexing Management, LLC 660.02%0.04%0.06%Q3 2020Q4 20216
Navalign, LLC 420.09%0.17%0.44%Q1 2021Q3 20226
Virtu Financial LLC 210.02%0.05%0.09%Q3 2017Q4 20216
Prostatis Group LLC 660.38%0.69%1.31%Q1 2022Q2 20236
iAB Financial Bank 660.12%0.14%0.15%Q1 2016Q2 20176
Wealthcare Advisory Partners LLC 310.00%0.01%0.02%Q3 2019Q4 20216
Spearhead Capital Advisors, LLC 660.03%0.04%0.04%Q1 2021Q2 20226
WFG Advisors, LP 660.03%0.03%0.03%Q1 2016Q2 20176
Morningstar Investment Services LLC 660.36%0.42%0.45%Q2 2022Q3 20236
PACK Private Wealth, LLC 420.16%0.17%0.19%Q4 2021Q3 20236
Allianz Investment Management U.S. LLC 661.30%1.70%2.09%Q2 2022Q3 20236
Amundi 660.00%0.00%0.00%Q4 2021Q1 20236
TRUIST FINANCIAL CORP 410.00%0.01%0.01%Q4 2020Q3 20236
AVANTAX ADVISORY SERVICES, INC. 310.00%0.00%0.00%Q3 2020Q3 20236
Windhaven Investment Management, Inc. 510.00%0.02%0.04%Q3 2014Q4 20166
JT Stratford LLC 660.14%0.15%0.18%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q2 2020Q3 20236
First Horizon Advisors, Inc. 410.00%0.00%0.01%Q2 2017Q4 20226
DRAVO BAY LLC 420.29%1.14%1.88%Q1 2022Q3 20236
WESTPORT RESOURCES MANAGEMENT INC 420.01%0.01%0.01%Q1 2015Q3 20166
CHOREO, LLC 660.05%0.08%0.10%Q1 2017Q2 20186
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2021Q3 20236
Leicht Financial Planning & Wealth Management, Inc. 550.61%3.20%4.83%Q1 2019Q1 20205
Atria Investments, Inc 210.02%0.05%0.10%Q1 2017Q3 20235
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Argentus Capital Management, LLC 410.00%0.03%0.12%Q2 2015Q3 20165
Perigon Wealth Management, LLC 410.00%0.05%0.09%Q4 2020Q3 20235
Checchi Capital Advisers, LLC 550.67%0.84%0.95%Q3 2022Q3 20235
MGO Private Wealth, LLC 550.11%1.60%2.93%Q3 2022Q3 20235
Private Ocean, LLC 310.00%0.00%0.02%Q4 2017Q2 20235
David Kennon Inc 551.85%2.15%2.54%Q3 2022Q3 20235
Commonwealth Equity Services, Inc 410.00%0.01%0.01%Q4 2014Q3 20175
SAGE FINANCIAL GROUP INC 550.03%0.04%0.06%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Ellevest, Inc. 410.00%0.01%0.01%Q1 2020Q1 20235
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Northwest Capital Management Inc 320.68%1.07%1.55%Q4 2017Q3 20235
Virtus Family Office LLC 551.39%1.94%2.23%Q3 2022Q3 20235
Varma Mutual Pension Insurance Co 551.12%1.31%1.49%Q3 2022Q3 20235
Golden State Wealth Management, LLC 310.03%0.03%0.04%Q1 2019Q3 20205
Strategic Asset Management, LLC 550.01%0.02%0.08%Q3 2021Q3 20225
NVWM, LLC 320.00%0.00%0.01%Q2 2020Q4 20215
Bank Julius Baer & Co. Ltd, Zurich 550.27%0.31%0.34%Q3 2022Q3 20235
BCWM, LLC 552.52%2.62%2.74%Q3 2022Q3 20235
CAHILL FINANCIAL ADVISORS INC 410.00%0.17%0.23%Q3 2021Q3 20235
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 550.24%0.26%0.30%Q4 2018Q4 20195
CGN Advisors LLC 550.16%0.21%0.25%Q1 2021Q1 20225
Hexagon Capital Partners LLC 550.01%0.02%0.03%Q3 2022Q3 20235
GREAT VALLEY ADVISOR GROUP, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
COLLECTIVE FAMILY OFFICE LLC 550.21%0.27%0.42%Q3 2022Q3 20235
BARINGS LLC 550.19%0.27%0.36%Q3 2019Q3 20205
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q1 2022Q1 20235
Newbridge Financial Services Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Ameritas Investment Company, LLC 110.00%0.02%0.08%Q1 2019Q3 20215
Penserra Capital Management LLC 550.00%0.01%0.03%Q1 2022Q1 20235
Charter Oak Capital Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Ameritas Advisory Services, LLC 320.01%0.03%0.05%Q4 2021Q3 20235
Institute for Wealth Management, LLC. 410.00%0.32%0.52%Q2 2017Q4 20195
Marion Wealth Management 553.14%3.21%3.31%Q3 2022Q3 20235
Cordatus Wealth Management LLC 410.23%0.50%0.74%Q2 2020Q4 20215
RHS Financial, LLC 550.19%0.38%0.67%Q3 2022Q3 20235
Prentice Wealth Management LLC 442.32%2.37%2.47%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.03%0.13%0.27%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.01%0.01%Q2 2019Q4 20214
SageView Advisory Group, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q4 20174
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
BANK HAPOALIM BM 440.03%0.06%0.08%Q1 2021Q4 20214
FIRST MERCHANTS CORP 310.04%0.04%0.05%Q3 2017Q3 20184
Covestor Ltd 440.03%0.04%0.05%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.92%1.00%1.14%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.10%0.11%0.14%Q4 2022Q3 20234
LAM GROUP, INC. 440.50%0.52%0.54%Q4 2022Q3 20234
Thrive Capital Management, LLC 440.18%0.36%0.62%Q4 2020Q3 20214
First National Bank of Hutchinson 440.16%0.42%0.54%Q2 2020Q1 20214
Aptus Capital Advisors, LLC 310.00%0.00%0.00%Q1 2022Q1 20234
First Allied Advisory Services, Inc. 210.02%0.13%0.43%Q2 2016Q1 20184
Capital Analysts, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2021Q4 20224
Ameraudi Asset Management, Inc. 310.19%1.11%1.60%Q4 2019Q3 20234
ARS Wealth Advisors Group, LLC 441.75%2.47%2.82%Q3 2021Q2 20224
Accurate Wealth Management, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
Integris Wealth Management, LLC 442.83%2.86%2.90%Q4 2022Q3 20234
My Legacy Advisors, LLC 220.10%0.16%0.21%Q1 2022Q1 20234
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20144
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.00%0.00%0.00%Q4 2019Q3 20204
Ruggie Capital Group 440.50%1.04%1.39%Q4 2018Q3 20194
DFPG INVESTMENTS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Burt Wealth Advisors 440.02%0.02%0.02%Q1 2020Q4 20204
Hall Private Wealth Advisors 310.35%1.66%3.58%Q4 2020Q4 20214
PARSONS CAPITAL MANAGEMENT INC/RI 440.06%0.06%0.06%Q4 2022Q3 20234
Tarbox Family Office, Inc. 440.05%0.19%0.47%Q2 2019Q1 20204
Verity Asset Management, Inc. 220.85%1.57%2.14%Q2 2016Q3 20174
Coston, McIsaac & Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Buttonwood Financial Group, LLC 440.88%1.03%1.16%Q1 2023Q4 20234
Custos Family Office, LLC 443.38%3.78%4.31%Q4 2022Q3 20234
Financial Alternatives, Inc 448.22%8.42%8.68%Q4 2022Q3 20234
Lido Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Paragon Capital Management LLC 440.10%0.10%0.11%Q1 2021Q4 20214
New Potomac Partners, LLC 440.76%0.80%0.83%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.01%Q4 2022Q3 20234
Snowden Capital Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Forefront Analytics, LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Covington Capital Management 440.00%0.00%0.00%Q3 2017Q2 20184
PATHSTONE FAMILY OFFICE, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
REBALANCE, LLC 440.03%0.16%0.33%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 440.07%0.09%0.11%Q4 2022Q3 20234
New Republic Capital, LLC 440.24%0.27%0.30%Q4 2022Q3 20234
PROFFITT & GOODSON INC 310.03%0.13%0.19%Q2 2021Q2 20224
Anchor Investment Management, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Merriman Wealth Management, LLC 440.26%0.27%0.29%Q4 2018Q3 20194
High Net Worth Advisory Group LLC 220.00%0.02%0.03%Q4 2021Q4 20224
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
MONECO Advisors, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
H&H Retirement Design & Management INC 330.20%0.22%0.23%Q2 2022Q4 20223
Wagner Wealth Management, LLC 330.03%0.09%0.14%Q4 2017Q2 20183
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.01%Q2 2013Q3 20233
Revisor Wealth Management LLC 331.62%1.80%2.14%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
REGIMEN WEALTH, LLC 333.10%3.13%3.18%Q1 2023Q3 20233
PANAGORA ASSET MANAGEMENT INC 330.01%0.01%0.01%Q2 2017Q4 20173
Financial Architects, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Integrated Advisors Network LLC 330.03%0.08%0.11%Q2 2022Q4 20223
Morningstar Investment Management LLC 331.60%1.69%1.84%Q2 2021Q4 20213
CSS LLC/IL 330.03%0.04%0.05%Q4 2022Q2 20233
AMERICAN CENTURY COMPANIES INC 210.01%0.02%0.03%Q4 2019Q3 20203
ZRC WEALTH MANAGEMENT, LLC 330.10%0.14%0.17%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Detalus Advisors, LLC 330.39%0.41%0.43%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.22%0.27%0.30%Q4 2022Q3 20233
McQueen, Ball & Associates Inc. 330.18%0.18%0.19%Q1 2016Q3 20163
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
North Ridge Wealth Advisors, Inc. 335.44%5.53%5.62%Q1 2023Q3 20233
Litman Gregory Wealth Management LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Asset Management Resources, LLC 336.64%6.83%7.20%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Private Capital Group, LLC 210.00%0.01%0.04%Q4 2017Q3 20193
Donald L. Hagan, LLC 330.24%0.30%0.36%Q1 2023Q3 20233
ALPS ADVISORS INC 330.00%0.00%0.01%Q1 2023Q3 20233
Sonora Investment Management, LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Hilltop Partners LLC 332.15%2.26%2.32%Q1 2023Q3 20233
Affinity Capital Advisors, LLC 330.14%0.16%0.18%Q1 2023Q3 20233
Ferguson Shapiro LLC 331.60%1.82%2.20%Q1 2021Q3 20213
Empirical Finance, LLC 210.10%0.39%0.55%Q4 2018Q3 20203
Veery Capital, LLC 330.24%0.66%1.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.04%0.04%0.04%Q4 2022Q3 20233
Cetera Advisors LLC 110.00%0.01%0.02%Q4 2015Q3 20233
Life Planning Partners, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
Destiny Wealth Partners, LLC 330.77%0.80%0.87%Q1 2023Q3 20233
Beaumont Capital Management, LLC 330.53%0.57%0.63%Q4 2021Q2 20223
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q1 2021Q2 20223
Banque Cantonale Vaudoise 330.00%0.00%0.01%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Bridgecreek Investment Management, LLC 330.51%0.57%0.65%Q1 2021Q3 20213
Robertson Stephens Wealth Management, LLC 330.03%0.06%0.11%Q2 2021Q4 20213
SAX WEALTH ADVISORS, LLC 210.05%0.07%0.10%Q4 2020Q3 20213
Security Financial Services, INC. 330.57%0.61%0.69%Q1 2023Q3 20233
MorganRosel Wealth Management, LLC 330.26%1.00%1.42%Q4 2021Q2 20223
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Sage Mountain Advisors LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Portfolio Solutions, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
FLC Capital Advisors 330.69%0.76%0.83%Q4 2022Q2 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Advocates Investment Management 210.02%0.04%0.05%Q4 2021Q3 20233
Burleson & Company, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q4 2022Q2 20233
PFG Advisors 330.05%0.05%0.06%Q1 2023Q3 20233
Verus Financial Partners, Inc. 330.14%0.19%0.26%Q3 2013Q1 20143
Soltis Investment Advisors LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Bartlett & Co. LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Allegiant Private Advisors, LLC 332.10%2.37%2.51%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 210.00%0.01%0.02%Q4 2021Q4 20223
Covenant Multifamily Offices, LLC 330.19%0.24%0.27%Q1 2021Q3 20213
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q2 2022Q2 20233
Keudell/Morrison Wealth Management 333.44%3.53%3.60%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.02%0.05%Q4 2022Q3 20233
STEPHENS INC /AR/ 220.01%0.01%0.02%Q2 2018Q3 20182
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q3 20222
Fluent Financial, LLC 221.19%1.20%1.20%Q2 2018Q3 20182
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q1 20182
IRON Financial LLC 221.32%1.56%1.80%Q4 2019Q1 20202
Laurel Wealth Advisors, Inc. 110.06%0.23%0.40%Q2 2021Q4 20212
EPG Wealth Management LLC 220.25%0.27%0.28%Q1 2021Q2 20212
Sicart Associates LLC 220.18%0.18%0.18%Q3 2019Q4 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.03%0.04%0.06%Q4 2020Q1 20212
EXENCIAL WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Hilton Capital Management, LLC 220.17%0.46%0.76%Q3 2020Q4 20202
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
WBI INVESTMENTS, LLC 220.16%0.39%0.61%Q4 2017Q1 20182
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
Ahrens Investment Partners LLC 220.94%1.33%1.72%Q4 2022Q1 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.27%0.29%0.30%Q4 2018Q2 20192
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 220.08%0.09%0.10%Q1 2023Q2 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Arete Wealth Advisors, LLC 110.02%0.03%0.03%Q4 2020Q3 20212
HBK Sorce Advisory LLC 220.00%0.00%0.01%Q3 2022Q4 20222
Redhawk Wealth Advisors, Inc. 110.70%0.78%0.86%Q2 2019Q4 20192
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q3 20232
Rainsberger Wealth Advisors, Inc. 221.46%1.54%1.63%Q4 2021Q1 20222
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q2 2018Q3 20182
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q1 2018Q2 20182
FIRST TRUST ADVISORS LP 110.01%0.01%0.01%Q1 2016Q2 20182
Fund Evaluation Group, LLC 220.06%0.06%0.07%Q4 2019Q1 20202
West Oak Capital, LLC 220.05%0.05%0.05%Q1 2018Q2 20182
Wunderlich Capital Managemnt 220.79%0.84%0.88%Q1 2022Q2 20222
Evanson Asset Management, LLC 110.04%0.05%0.05%Q1 2017Q3 20172
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
DIXON HUBARD FEINOUR & BROWN INC/VA 220.03%0.22%0.40%Q1 2022Q2 20222
US FINANCIAL ADVISORS, LLC 220.36%0.38%0.41%Q1 2016Q2 20162
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2018Q4 20212
Enterprise Trust & Investment Co 220.02%0.02%0.02%Q2 2021Q3 20212
DOLIVER ADVISORS, LP 110.11%0.18%0.24%Q4 2018Q3 20192
Colonial Trust Co / SC 220.01%0.01%0.01%Q4 2022Q1 20232
American Financial Network Advisory Services LLC 221.07%1.16%1.25%Q3 2017Q4 20172
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
TRUST CO OF VERMONT 220.00%0.00%0.00%Q3 2019Q4 20192
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
SUMITOMO LIFE INSURANCE CO 220.54%0.56%0.58%Q2 2023Q3 20232
CFO4Life Group, LLC 220.09%0.09%0.09%Q3 2018Q4 20182
Pacific Life Fund Advisors LLC 223.15%3.51%3.87%Q2 2023Q3 20232
JACKSON SQUARE CAPITAL, LLC 220.01%0.01%0.02%Q2 2020Q3 20202
Sandy Spring Bank 220.00%0.00%0.00%Q1 2018Q2 20182
BANK OF NOVA SCOTIA 220.01%0.01%0.02%Q1 2023Q2 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
BROWN WEALTH MANAGEMENT, LLC 221.79%2.19%2.59%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.82%0.84%0.86%Q1 2023Q2 20232
PICTET ASSET MANAGEMENT LTD 220.00%0.01%0.01%Q2 2016Q3 20162
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q1 2018Q2 20182
AFAM CAPITAL, INC. 220.03%0.23%0.43%Q4 2017Q1 20182
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q2 20192
BOENNING & SCATTERGOOD, INC. 220.05%0.05%0.05%Q2 2022Q3 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Beacon Pointe Wealth Advisors, LLC 220.11%0.20%0.29%Q3 2019Q4 20192
TD Capital Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Fulcrum Equity Management 110.33%0.40%0.48%Q2 2020Q4 20212
Pictet North America Advisors SA 220.29%0.44%0.58%Q2 2023Q3 20232
Ameliora Wealth Management Ltd. 220.21%0.37%0.53%Q1 2022Q2 20222
Pasadena Private Wealth, LLC 221.38%1.47%1.57%Q2 2023Q3 20232
LINCOLN NATIONAL CORP 220.00%0.00%0.01%Q2 2021Q3 20212
Hamilton Capital, LLC 220.02%1.17%2.32%Q4 2022Q1 20232
INTERACTIVE FINANCIAL ADVISORS, INC. 220.05%0.07%0.10%Q3 2022Q4 20222
Exchange Capital Management, Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
ENZI WEALTH 220.14%0.14%0.14%Q3 2022Q4 20222
TOWNSQUARE CAPITAL LLC 220.06%0.08%0.10%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BANQUE PICTET & CIE SA 220.01%0.02%0.02%Q2 2023Q3 20232
Jane Street Holding, LLC 220.05%0.06%0.07%Q3 2013Q4 20132
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2016Q4 20161
HC FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q2 2022Q2 20221
Weil Company, Inc. 110.06%0.06%0.06%Q3 2019Q3 20191
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.22%0.22%0.22%Q2 2013Q2 20131
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2018Q2 20181
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Wealth Management, LLC 113.20%3.20%3.20%Q4 2021Q4 20211
Econ Financial Services Corp 111.37%1.37%1.37%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Everhart Financial Group, Inc. 110.10%0.10%0.10%Q1 2023Q1 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.12%0.12%0.12%Q2 2016Q2 20161
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
OneAscent Financial Services LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.01%0.01%0.01%Q3 2021Q3 20211
GP Brinson Investments LLC 112.62%2.62%2.62%Q4 2023Q4 20231
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Paragon Wealth Strategies, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
ARES MANAGEMENT LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Global Financial Private Capital, Inc 110.03%0.03%0.03%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
WESPAC Advisors, LLC 110.59%0.59%0.59%Q2 2022Q2 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q1 20221
Crosspoint Capital Strategies, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Legal Advantage Investments, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Cobblestone Asset Management LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Frisch Financial Group, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
Trek Financial, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Nilsine Partners, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Heritage Wealth Advisors 110.01%0.01%0.01%Q2 2019Q2 20191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CAPITAL ONE, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q4 2019Q4 20191
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.05%0.05%0.05%Q2 2018Q2 20181
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Affiance Financial, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bienville Capital Management, LLC 110.13%0.13%0.13%Q3 2016Q3 20161
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Osbon Capital Management LLC 114.52%4.52%4.52%Q2 2019Q2 20191
ACIMA PRIVATE WEALTH, LLC 116.82%6.82%6.82%Q4 2018Q4 20181
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hedeker Wealth, LLC 110.56%0.56%0.56%Q1 2017Q1 20171
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AllGen Financial Advisors, Inc. 110.23%0.23%0.23%Q4 2022Q4 20221
Balboa Wealth Partners 110.14%0.14%0.14%Q3 2023Q3 20231
Rafferty Asset Management, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
CALTON & ASSOCIATES, INC. 110.10%0.10%0.10%Q4 2022Q4 20221
Retirement Investment Advisors, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
Strategic Financial Concepts, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
GRIES FINANCIAL LLC 110.09%0.09%0.09%Q1 2023Q1 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Level Financial Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
AlphaCore Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
DWM Financial Group, Inc. 114.20%4.20%4.20%Q4 2019Q4 20191
CETERA INVESTMENT MANAGEMENT LLC 111.01%1.01%1.01%Q4 2016Q4 20161
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
SVB WEALTH LLC 110.00%0.00%0.00%Q2 2021Q2 20211
IAMS WEALTH MANAGEMENT, LLC 110.90%0.90%0.90%Q2 2023Q2 20231
Farmers & Merchants Trust Co of Chambersburg PA 110.02%0.02%0.02%Q3 2023Q3 20231
Berger Financial Group, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
Angeles Investment Advisors, LLC 112.81%2.81%2.81%Q4 2020Q4 20201
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q4 2020Q4 20201
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Arden Trust Co 110.06%0.06%0.06%Q1 2023Q1 20231
One Capital Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Waterloo Capital, L.P. 110.43%0.43%0.43%Q3 2023Q3 20231
TFG Advisers LLC 110.08%0.08%0.08%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Archvest Wealth Advisors, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
Municipal Employees' Retirement System of Michigan 110.08%0.08%0.08%Q1 2021Q1 20211
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q2 2023Q2 20231
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2020Q1 20201
HHG & Company, LLC 110.07%0.07%0.07%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Marcum Wealth, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
WEBSTER BANK, N. A. 110.02%0.02%0.02%Q4 2021Q4 20211
Brookstone Capital Management 110.02%0.02%0.02%Q3 2020Q3 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Csenge Advisory Group 110.02%0.02%0.02%Q3 2023Q3 20231
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
One Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Strategic Advocates LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Karpus Management, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q4 2017Q4 20171
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
MEITAV INVESTMENT HOUSE LTD 110.01%0.01%0.01%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
External links

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