Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 23 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 19 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Peachtree Investment Partners, LLC | 14 | 3 | 0.12% | 0.49% | 1.95% | Q2 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LS Investment Advisors, LLC | 16 | 16 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q3 2021 | 16 |
Steward Partners Investment Advisory, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q1 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.05% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.00% | 0.03% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.12% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.06% | 0.13% | 0.71% | Q3 2011 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q3 2022 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bristlecone Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
American Portfolios Advisors | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.23% | 0.47% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Geneos Wealth Management Inc. | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 11 |
STIFEL FINANCIAL CORP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
STEPHENS INC /AR/ | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Cetera Investment Advisers | 6 | 4 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 9 |
Checchi Capital Advisers, LLC | 9 | 9 | 0.16% | 0.22% | 0.27% | Q1 2020 | Q1 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 5 | 4 | 0.71% | 2.00% | 3.71% | Q2 2021 | Q3 2023 | 9 |
BFSG, LLC | 9 | 9 | 0.06% | 0.08% | 0.27% | Q3 2021 | Q3 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NORRIS PERNE & FRENCH LLP/MI | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Graves Light Lenhart Wealth, Inc. | 8 | 8 | 0.16% | 0.32% | 0.37% | Q3 2021 | Q2 2023 | 8 |
JBJ Investment Partners, LLC | 8 | 8 | 1.28% | 3.46% | 4.57% | Q1 2020 | Q4 2021 | 8 |
Wedmont Private Capital | 8 | 8 | 3.12% | 3.45% | 3.89% | Q4 2021 | Q3 2023 | 8 |
Joseph P. Lucia & Associates, LLC | 8 | 8 | 0.07% | 0.30% | 0.46% | Q3 2020 | Q2 2022 | 8 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
BEAM WEALTH ADVISORS, INC. | 7 | 7 | 0.15% | 0.23% | 0.28% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q4 2021 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Fiera Capital Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.20% | 0.46% | 0.91% | Q4 2019 | Q1 2021 | 6 |
Investment Advisory Group, LLC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Thomasville National Bank | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Bison Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
NORTHERN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.11% | 4.26% | 7.10% | Q3 2022 | Q3 2023 | 5 |
Vantage Financial Partners Ltd., Inc. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q2 2023 | 5 |
Kalos Management, Inc. | 3 | 1 | 0.03% | 0.44% | 1.15% | Q4 2019 | Q1 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
Strategic Equity Management | 5 | 5 | 1.68% | 2.12% | 2.67% | Q4 2020 | Q4 2021 | 5 |
Fort Point Capital Partners LLC | 4 | 4 | 0.04% | 0.08% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Bishop & Co Investment Management, LLC | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2018 | Q3 2019 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Covestor Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.08% | 0.10% | Q2 2022 | Q1 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.34% | 0.42% | 0.46% | Q1 2022 | Q4 2022 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 1.02% | 1.06% | 1.11% | Q3 2022 | Q2 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q4 2021 | 4 |
GDS Wealth Management | 4 | 4 | 1.58% | 3.24% | 3.85% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2020 | 4 |
RFG HOLDINGS, INC. | 4 | 4 | 0.13% | 3.85% | 8.18% | Q4 2020 | Q3 2021 | 4 |
Sensible Financial Planning & Management, LLC. | 4 | 4 | 0.80% | 1.21% | 1.57% | Q4 2022 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q2 2021 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.21% | 0.25% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
PYA Waltman Capital, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q3 2020 | Q4 2020 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 0.83% | 0.84% | 0.84% | Q1 2020 | Q2 2020 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 1.41% | 1.46% | 1.51% | Q2 2023 | Q3 2023 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Frank, Rimerman Advisors LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2022 | Q3 2022 | 2 |
55I, LLC | 2 | 2 | 1.32% | 1.42% | 1.53% | Q1 2021 | Q2 2021 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.13% | 0.18% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.12% | 0.73% | 1.35% | Q3 2020 | Q4 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2020 | Q3 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCMORGAN & CO LLC | 1 | 1 | 10.90% | 10.90% | 10.90% | Q2 2021 | Q2 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.