VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2620.00%0.00%0.01%Q2 2013Q3 202387
LPL Financial LLC 42420.01%0.03%0.12%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.07%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.07%0.23%0.54%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.03%0.06%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Citadel Advisors 1720.00%0.00%0.02%Q1 2015Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.03%0.08%Q2 2013Q3 202342
BANK OF HAWAII 42420.04%0.13%0.50%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 3290.00%0.01%0.03%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Bank of New York Mellon Corp 4010.00%0.00%0.00%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.09%0.96%Q2 2013Q3 202341
ROCKLAND TRUST CO 21200.11%0.42%0.92%Q2 2013Q3 202341
JPMORGAN CHASE & CO 3210.00%0.00%0.01%Q2 2013Q3 202340
Checchi Capital Advisers, LLC 40400.18%0.39%0.80%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 3510.00%0.01%0.03%Q4 2012Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3810.00%0.01%0.03%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.05%0.15%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.00%0.70%2.83%Q2 2014Q3 202338
Diana Davis Spencer Foundation 36369.49%12.83%15.74%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
State of Tennessee, Treasury Department 35350.12%0.54%1.89%Q1 2015Q3 202335
AGILIS PARTNERS LLC 20150.42%4.08%9.54%Q4 2014Q3 202335
GOULD ASSET MANAGEMENT LLC /CA/ 34340.63%0.91%1.20%Q2 2015Q3 202334
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
FMR LLC 1820.00%0.00%0.00%Q2 2013Q3 202332
GUGGENHEIM CAPITAL LLC 1460.00%0.03%0.07%Q2 2013Q3 202332
NISA INVESTMENT ADVISORS, LLC 2740.09%0.32%0.86%Q2 2013Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.14%0.55%Q2 2013Q3 202331
IFP Advisors, Inc 1420.00%0.01%0.04%Q4 2015Q3 202330
JANE STREET GROUP, LLC 1020.00%0.05%0.17%Q1 2014Q3 202330
Invesco Ltd. 29290.00%0.00%0.01%Q3 2016Q3 202329
VANGUARD GROUP INC 2450.00%0.00%0.01%Q2 2015Q3 202329
PRIVATE TRUST CO NA 2630.02%0.08%0.14%Q1 2013Q3 202329
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.16%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.02%0.08%Q4 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.14%0.69%1.10%Q4 2016Q3 202328
US BANCORP \DE\ 2170.00%0.00%0.00%Q4 2014Q3 202328
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1980.07%0.14%0.21%Q4 2013Q3 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.24%Q2 2013Q4 201927
Raymond James Financial Services Advisors, Inc. 27270.00%0.02%0.09%Q1 2017Q3 202327
WESBANCO BANK INC 1170.06%0.14%0.33%Q2 2013Q3 202326
Atria Investments, Inc 1880.01%0.05%0.13%Q3 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.05%0.13%Q2 2017Q3 202326
Betterment LLC 26260.00%0.02%0.04%Q2 2017Q3 202326
Berkeley Capital Partners, LLC 2330.68%4.27%7.06%Q4 2015Q3 202326
STATE STREET CORP 1520.00%0.00%0.01%Q2 2015Q1 202225
Geneos Wealth Management Inc. 25250.00%0.01%0.01%Q3 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.02%Q3 2013Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.11%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24241.27%2.49%3.44%Q4 2017Q3 202324
JAMES INVESTMENT RESEARCH INC 1620.00%0.14%0.49%Q2 2013Q3 202324
Providence First Trust Co 13113.94%4.52%5.34%Q2 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.15%Q4 2017Q3 202324
Allianz Asset Management GmbH 2220.00%0.01%0.08%Q1 2015Q1 202224
Parallel Advisors, LLC 24240.00%0.06%0.39%Q3 2017Q2 202324
NEXT Financial Group, Inc 1110.00%0.05%0.14%Q3 2014Q4 202123
ETRADE Capital Management LLC 2120.00%0.10%0.18%Q2 2013Q3 202023
WELLINGTON MANAGEMENT GROUP LLP 1210.00%0.00%0.00%Q2 2013Q4 201923
Cutler Group LLC / CA 820.00%0.01%0.10%Q4 2015Q4 202023
NYL Investors LLC 23233.69%14.00%24.18%Q1 2018Q3 202323
CWM, LLC 1010.00%0.02%0.05%Q1 2015Q2 202323
Mirae Asset Global Investments Co., Ltd. 1840.01%0.14%0.88%Q2 2014Q3 202322
Daiwa Securities Group Inc. 1390.00%0.01%0.01%Q3 2016Q3 202322
CANADA PENSION PLAN INVESTMENT BOARD 21210.01%0.02%0.11%Q3 2018Q3 202321
First Allied Advisory Services, Inc. 1120.01%0.04%0.17%Q2 2013Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.07%Q3 2018Q3 202321
Kemper Corp Master Retirement Trust 21216.85%43.68%78.09%Q2 2018Q2 202321
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q4 2016Q3 202321
Independence Bank of Kentucky 21210.01%0.82%2.02%Q3 2018Q3 202321
FIFTH THIRD BANCORP 1640.00%0.00%0.00%Q4 2015Q3 202320
UBP Investment Advisors SA 20201.56%2.73%5.05%Q4 2017Q3 202220
VICUS CAPITAL 920.08%0.28%0.68%Q4 2014Q4 202020
CLEAR STREET MARKETS LLC 910.00%0.60%2.90%Q1 2015Q3 202320
American Portfolios Advisors 20200.00%0.01%0.05%Q4 2017Q3 202220
SUNTRUST BANKS INC 19190.00%0.01%0.01%Q1 2015Q3 201919
Creative Planning 810.00%0.00%0.00%Q2 2013Q1 202319
Financial Advocates Investment Management 19190.02%0.05%0.08%Q4 2017Q2 202219
Tower Research Capital LLC (TRC) 410.00%0.00%0.06%Q2 2013Q3 202319
SEI INVESTMENTS CO 1320.00%0.01%0.02%Q4 2016Q3 202319
Belpointe Asset Management LLC 1210.00%0.05%0.14%Q3 2017Q1 202319
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 19190.01%0.06%0.10%Q4 2016Q2 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Ausdal Financial Partners, Inc. 1270.03%0.13%0.25%Q4 2015Q4 202119
TRUST CO OF VIRGINIA /VA 19190.03%0.44%0.52%Q2 2018Q4 202219
BENJAMIN EDWARDS INC 19190.26%0.51%1.55%Q1 2019Q3 202319
NOMURA ASSET MANAGEMENT CO LTD 1310.00%0.05%0.23%Q3 2016Q3 202318
LFA - Lugano Financial Advisors SA 1620.41%0.79%1.83%Q1 2019Q3 202318
Hudock, Inc. 1310.00%0.02%0.16%Q2 2013Q3 202218
Atlas Brown,Inc. 18180.04%0.13%0.20%Q4 2017Q1 202218
Dai-ichi Life Insurance Company, Ltd 1440.03%3.74%5.89%Q1 2019Q3 202318
Janney Montgomery Scott LLC 18180.00%0.21%0.79%Q2 2019Q3 202318
Advisory Services Network, LLC 820.00%0.02%0.04%Q2 2016Q1 202318
Manning & Napier Group, LLC 18180.01%0.06%0.15%Q2 2019Q3 202318
Global Retirement Partners, LLC 1220.00%0.05%0.42%Q4 2018Q3 202318
UNITED CAPITAL FINANCIAL ADVISORS, LLC 540.00%0.18%1.74%Q1 2014Q3 202318
Sigma Planning Corp 1710.02%0.03%0.05%Q1 2015Q3 202318
DEARBORN PARTNERS LLC 18180.02%0.05%0.07%Q2 2019Q3 202318
FIRST NATIONAL TRUST CO 18180.02%0.12%0.20%Q2 2019Q3 202318
Thomasville National Bank 1080.25%0.93%1.73%Q1 2014Q4 201818
CONFLUENCE INVESTMENT MANAGEMENT LLC 17170.03%0.21%0.52%Q2 2014Q2 201817
Advisory Alpha, LLC 920.02%0.83%2.09%Q3 2015Q3 202317
Vestmark Advisory Solutions, Inc. 1430.04%0.19%0.49%Q1 2019Q2 202317
AE Wealth Management LLC 17170.02%0.07%0.16%Q1 2019Q1 202317
Advisors Asset Management, Inc. 17170.00%0.01%0.01%Q2 2019Q2 202317
Institute for Wealth Management, LLC. 1520.06%0.11%0.19%Q3 2017Q3 202317
Cetera Advisor Networks LLC 1010.01%0.01%0.02%Q3 2016Q3 202317
OPTIMUM INVESTMENT ADVISORS 1610.01%0.03%0.08%Q3 2016Q4 202017
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q3 2019Q3 202317
WealthShield Partners, LLC 1220.02%0.39%1.56%Q4 2017Q3 202317
Ledyard National Bank 16160.00%0.00%0.01%Q1 2015Q4 201816
TRUIST FINANCIAL CORP 16160.01%0.08%0.20%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.02%0.16%0.74%Q4 2019Q3 202316
CONNING INC. 1510.03%0.57%1.28%Q3 2018Q3 202316
BB&T SECURITIES, LLC 16160.01%0.01%0.02%Q4 2015Q3 201916
Cardan Capital Partners, LLC 1240.47%0.73%1.61%Q4 2015Q4 201916
Mission Creek Capital Partners, Inc. 16160.14%0.51%0.91%Q4 2019Q3 202316
Oakworth Capital, Inc. 16160.00%0.54%1.62%Q3 2018Q2 202216
Newfound Research LLC 15150.00%0.01%0.02%Q4 2015Q2 201915
Cornerstone Wealth Management, LLC 1310.01%0.05%0.07%Q3 2016Q3 202215
Estate Counselors, LLC 810.05%1.10%2.96%Q2 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
DEUTSCHE BANK AG\ 610.00%0.00%0.01%Q3 2013Q1 202215
EATON VANCE MANAGEMENT 15150.00%0.01%0.01%Q1 2019Q3 202215
ALERUS FINANCIAL NA 15150.71%1.97%2.82%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2017Q3 202315
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
Cetera Investment Advisers 15150.01%0.02%0.04%Q1 2020Q3 202315
ASSETMARK, INC 1320.00%0.20%0.52%Q4 2013Q2 202115
LS Investment Advisors, LLC 1320.00%0.03%0.06%Q2 2013Q2 202215
BLAIR WILLIAM & CO/IL 610.00%0.00%0.00%Q1 2018Q3 202315
MSI Financial Services Inc 15150.02%0.05%0.08%Q2 2013Q4 201615
OLD MISSION CAPITAL LLC 310.01%0.18%0.51%Q2 2017Q3 202315
WBI INVESTMENTS, LLC 510.66%2.05%4.79%Q4 2013Q4 202014
STABLEFORD CAPITAL II LLC 730.17%2.27%8.44%Q2 2017Q3 202214
Rosenberg Matthew Hamilton 14140.00%0.00%0.01%Q2 2020Q3 202314
Glovista Investments LLC 1110.09%2.56%8.84%Q4 2014Q3 202214
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q1 2018Q3 202314
Almanack Investment Partners, LLC. 860.03%0.78%4.04%Q1 2017Q4 202014
Retirement Group, LLC 910.01%0.03%0.06%Q4 2019Q3 202314
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1310.00%0.00%0.00%Q4 2019Q2 202314
BNP PARIBAS FINANCIAL MARKETS 710.00%0.02%0.04%Q1 2017Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.02%0.07%Q2 2013Q2 202314
First Heartland Consultants, Inc. 1210.01%0.04%0.05%Q2 2013Q3 202313
Aspire Private Capital, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Nationwide Asset Management LLC 13130.22%15.27%26.15%Q4 2019Q4 202213
HighTower Advisors, LLC 1120.00%0.01%0.02%Q2 2020Q3 202313
Forefront Analytics, LLC 13130.44%1.51%3.06%Q4 2017Q4 202013
Meiji Yasuda Life Insurance Co 13133.90%4.92%5.81%Q3 2020Q3 202313
SUMITOMO MITSUI FINANCIAL GROUP, INC. 13130.13%0.21%0.29%Q3 2020Q3 202313
ANCHOR CAPITAL ADVISORS LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
FIDUCIARY TRUST CO 13130.01%0.01%0.02%Q3 2019Q3 202213
Bell Rock Capital LLC 13130.01%0.08%0.13%Q4 2016Q4 201913
Western Wealth Management, LLC 1120.01%0.15%0.21%Q4 2018Q1 202213
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13132.65%3.94%5.16%Q4 2014Q4 201713
GeoWealth Management, LLC 12120.03%0.31%0.90%Q4 2020Q3 202312
FIRST NATIONAL BANK OF OMAHA 12120.03%0.25%0.60%Q3 2018Q2 202112
Avior Wealth Management, LLC 12120.00%0.04%0.13%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 610.01%0.09%0.20%Q2 2018Q3 202312
Kingsview Wealth Management, LLC 12120.09%0.22%0.47%Q1 2017Q4 201912
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q2 202312
B. Riley Financial, Inc. 12120.18%0.34%0.55%Q4 2015Q3 201812
Galvin, Gaustad & Stein, LLC 12120.06%0.25%0.59%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.15%0.22%0.26%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.00%0.01%0.02%Q4 2020Q3 202312
EFG Asset Management (Americas) Corp. 12120.08%0.43%0.70%Q4 2017Q3 202012
Legacy Private Trust Co. 910.03%0.79%1.19%Q1 2014Q4 201711
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
SPINNAKER TRUST 11110.47%0.60%0.64%Q2 2015Q4 201711
Newport Capital Group, LLC 920.48%1.03%2.04%Q4 2020Q3 202311
Neuberger Berman Group LLC 1010.00%0.00%0.01%Q1 2019Q1 202211
Verition Fund Management LLC 610.00%0.09%0.26%Q4 2018Q3 202311
NewSquare Capital LLC 910.00%0.14%0.35%Q1 2015Q4 202011
ALLIANZ INVESTMENT MANAGEMENT LLC 11115.24%7.34%9.89%Q2 2018Q4 202011
RiverFront Investment Group, LLC 740.08%0.47%0.67%Q2 2020Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
Hilltop Holdings Inc. 1010.12%0.39%0.47%Q1 2015Q4 201711
LEUTHOLD GROUP, LLC 11110.27%0.31%0.34%Q4 2015Q2 201811
Twele Capital Management, Inc. 11110.15%0.48%0.63%Q2 2013Q4 201511
ATTICUS WEALTH MANAGEMENT, LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
4Thought Financial Group Inc. 11110.81%1.66%1.93%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.02%Q3 2020Q1 202311
Invst, LLC 910.06%1.75%5.44%Q2 2017Q1 202111
SG Americas Securities, LLC 410.00%0.02%0.08%Q4 2015Q1 202211
PINNACLE FINANCIAL PARTNERS INC 11110.01%0.13%0.94%Q3 2019Q1 202211
Sage Advisory Services, Ltd.Co. 920.12%0.34%0.63%Q1 2016Q4 201811
BARCLAYS PLC 620.00%0.01%0.06%Q3 2019Q3 202311
Allianz Investment Management U.S. LLC 111110.66%15.49%21.18%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.02%0.20%0.49%Q1 2018Q3 202011
Patriot Financial Group Insurance Agency, LLC 640.00%0.01%0.02%Q4 2016Q2 201910
White Pine Investment CO 10100.22%0.31%0.36%Q3 2015Q4 201710
SYNOVUS FINANCIAL CORP 510.00%0.00%0.00%Q4 2016Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
MADISON INVESTMENT HOLDINGS INC 640.01%0.14%0.34%Q4 2016Q3 201910
AMG National Trust Bank 730.01%0.02%0.06%Q2 2020Q3 202310
Strategic Financial Services, Inc, 10100.02%0.51%1.30%Q3 2019Q4 202110
Johns Hopkins University 10100.34%7.81%19.87%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 820.00%0.01%0.01%Q1 2020Q3 202310
HSBC HOLDINGS PLC 10100.01%0.01%0.02%Q1 2020Q2 202210
JACOBSON & SCHMITT ADVISORS, LLC 10100.25%0.45%0.64%Q3 2016Q4 201810
AMERICAN INTERNATIONAL GROUP, INC. 640.00%0.00%0.00%Q2 2013Q1 201610
Smithfield Trust Co 620.00%0.00%0.00%Q2 2014Q2 202010
Qube Research & Technologies Ltd 910.00%0.04%0.31%Q1 2021Q3 202310
PSI Advisors, LLC 910.00%0.00%0.01%Q4 2019Q3 202310
IndexIQ Advisors LLC 10100.00%0.22%0.78%Q3 2018Q4 202010
JANUS HENDERSON GROUP PLC 910.00%0.00%0.00%Q4 2019Q2 202310
Cresset Asset Management, LLC 10100.00%0.01%0.02%Q2 2020Q3 202210
AVANTAX ADVISORY SERVICES, INC. 410.00%0.01%0.06%Q4 2018Q2 202310
WFG Advisors, LP 510.00%0.04%0.09%Q2 2013Q2 201710
Virtu KCG Holdings LLC 510.00%0.14%0.51%Q3 2013Q4 20169
Violich Capital Management, Inc. 990.07%0.17%0.30%Q2 2013Q2 20159
SII INVESTMENTS INC/WI 720.02%0.05%0.08%Q3 2014Q3 20179
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 630.10%1.60%7.83%Q1 2021Q2 20239
AVALON CAPITAL MANAGEMENT 810.16%0.66%3.32%Q3 2015Q2 20219
Secure Asset Management, LLC 990.26%0.36%0.45%Q1 2020Q1 20229
RWA WEALTH PARTNERS, LLC 410.01%0.28%0.82%Q1 2017Q1 20209
PARSONS CAPITAL MANAGEMENT INC/RI 990.06%0.07%0.08%Q1 2015Q1 20179
Founders Financial Alliance, LLC 810.00%0.00%0.01%Q3 2020Q2 20239
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
Financial Advisors Network, Inc. 810.04%0.18%0.30%Q4 2016Q4 20219
B. Riley Wealth Advisors, Inc. 990.01%0.03%0.08%Q3 2021Q3 20239
Ameritas Investment Partners, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
UBS ASSET MANAGEMENT AMERICAS INC 810.00%0.02%0.04%Q4 2017Q3 20229
First National Bank of South Miami 990.06%0.08%0.11%Q2 2021Q2 20239
Carroll Financial Associates, Inc. 540.00%0.00%0.00%Q1 2017Q3 20209
MANAGED ACCOUNT ADVISORS LLC 990.00%0.03%0.05%Q2 2013Q2 20159
Insight Wealth Strategies, LLC 990.58%0.64%0.70%Q3 2021Q3 20239
Charles Schwab Investment Advisory, Inc. 990.10%0.16%0.28%Q4 2017Q4 20199
Clearstead Advisors, LLC 990.30%0.42%0.51%Q3 2021Q3 20239
Penserra Capital Management LLC 720.00%0.01%0.03%Q2 2019Q1 20239
HITE Hedge Asset Management LLC 990.10%1.77%3.57%Q2 2020Q2 20229
Mutual Advisors, LLC 610.01%0.06%0.16%Q4 2017Q2 20238
Orcam Financial Group 880.33%0.41%0.49%Q4 2021Q3 20238
Risk Paradigm Group, LLC 880.29%0.80%1.97%Q1 2015Q4 20168
Aurora Private Wealth, Inc. 880.05%0.15%0.25%Q3 2021Q2 20238
Banque Cantonale Vaudoise 880.00%0.01%0.01%Q4 2021Q3 20238
COMERICA SECURITIES INC 710.06%0.10%0.12%Q1 2015Q1 20178
Ranch Capital Advisors Inc. 510.00%0.34%0.56%Q2 2020Q3 20238
Simplicity Solutions, LLC 880.08%0.14%0.22%Q1 2019Q4 20208
Allspring Global Investments Holdings, LLC 880.08%0.13%0.17%Q4 2021Q3 20238
Realta Investment Advisors 420.02%0.02%0.03%Q1 2019Q3 20238
PRUDENTIAL PLC 880.06%0.56%1.78%Q2 2018Q1 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q3 2019Q3 20238
abrdn plc 880.01%0.02%0.05%Q3 2021Q2 20238
KENFARB & CO. 880.76%0.90%1.02%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 710.02%0.21%1.31%Q4 2019Q1 20228
Secrest Blakey & Associates, LLC 881.47%1.65%1.84%Q4 2017Q3 20198
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 880.03%0.03%0.04%Q1 2020Q4 20218
MONEY CONCEPTS CAPITAL CORP 620.00%0.15%0.39%Q4 2020Q1 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Bluefin Trading, LLC 310.02%0.19%1.01%Q2 2013Q3 20178
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.09%Q1 2017Q2 20238
PITTENGER & ANDERSON INC 880.00%0.04%0.07%Q1 2015Q4 20168
AJ WEALTH STRATEGIES, LLC 880.08%0.10%0.12%Q1 2018Q4 20198
First Horizon Advisors, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2015Q3 20218
BHF RG Capital Inc. 610.16%4.90%7.73%Q4 2019Q3 20217
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
TRANSCEND CAPITAL ADVISORS, LLC 770.15%0.20%0.24%Q1 2022Q3 20237
DAVENPORT & Co LLC 770.03%0.03%0.04%Q1 2022Q3 20237
COMERICA BANK 310.00%0.00%0.02%Q3 2013Q3 20237
WestEnd Advisors, LLC 772.02%2.51%3.44%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.01%Q4 2020Q2 20227
AGF INVESTMENTS INC. 610.00%0.00%0.00%Q3 2015Q3 20177
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Morningstar Investment Management LLC 770.67%2.05%3.19%Q2 2020Q4 20217
Retirement Planning Co of New England, Inc. 770.19%0.22%0.25%Q4 2021Q2 20237
One Charles Private Wealth Services, LLC 770.72%1.11%1.85%Q1 2022Q3 20237
AVAII WEALTH MANAGEMENT, LLC 770.49%0.81%1.15%Q1 2022Q3 20237
RAYMOND JAMES TRUST N.A. 770.04%0.04%0.06%Q1 2022Q3 20237
PRINCIPAL FINANCIAL GROUP INC 770.01%0.01%0.01%Q1 2022Q3 20237
Sound Income Strategies, LLC 770.02%0.02%0.02%Q3 2018Q1 20207
WESTPORT RESOURCES MANAGEMENT INC 770.01%0.02%0.04%Q1 2015Q3 20167
Fingerlakes Wealth Management, Inc. 770.40%0.69%0.99%Q4 2021Q2 20237
PFG Advisors 770.02%0.05%0.09%Q4 2019Q2 20217
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
Alterity Financial Group, LLC 510.30%0.44%0.53%Q1 2021Q2 20237
Advocacy Wealth Management Services, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
TrinityPoint Wealth, LLC 770.34%0.46%0.57%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.02%0.05%Q2 2013Q4 20147
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q4 2017Q4 20217
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Spearhead Capital Advisors, LLC 770.04%0.05%0.06%Q4 2020Q2 20227
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 770.04%0.45%1.09%Q2 2020Q4 20217
Rain Capital Management, LLC 770.00%0.75%1.66%Q1 2021Q3 20227
Allegis Investment Advisors, LLC 770.15%0.20%0.33%Q3 2016Q1 20187
Providence Capital Advisors, LLC 610.00%0.01%0.02%Q1 2020Q4 20227
1832 Asset Management L.P. 770.03%0.05%0.07%Q1 2022Q3 20237
Integrated Wealth Management 770.02%0.02%0.03%Q1 2015Q3 20167
Boston Trust Walden Corp 660.01%0.01%0.01%Q3 2019Q4 20206
FLAGSHIP HARBOR ADVISORS, LLC 660.02%0.20%0.51%Q2 2019Q3 20206
Investors Research Corp 660.01%0.02%0.02%Q2 2022Q3 20236
VICTORY CAPITAL MANAGEMENT INC 660.00%0.03%0.03%Q2 2022Q3 20236
Wealthspire Advisors, L.P. 660.00%0.00%0.00%Q4 2017Q1 20196
Regal Investment Advisors LLC 510.24%0.48%0.77%Q2 2020Q3 20236
Stone Asset Management Inc. 660.33%0.68%1.12%Q4 2021Q1 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.02%0.02%0.02%Q4 2020Q1 20226
KEMPER Corp 662.69%11.99%17.23%Q3 2018Q4 20196
McKinley Carter Wealth Services, Inc. 660.02%0.06%0.16%Q4 2020Q1 20226
Prospera Financial Services Inc 310.01%0.03%0.06%Q3 2020Q3 20236
RPg Family Wealth Advisory, LLC 660.02%0.21%0.29%Q4 2015Q1 20176
Faithward Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Advisors Preferred, LLC 310.00%0.61%1.50%Q1 2016Q4 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Ameritas Investment Company, LLC 330.00%0.01%0.01%Q3 2019Q3 20216
B. Riley Wealth Management, Inc. 660.06%0.11%0.15%Q4 2018Q1 20206
Keebeck Wealth Management, LLC 660.16%0.19%0.22%Q2 2022Q3 20236
NewEdge Advisors, LLC 420.00%0.02%0.07%Q1 2022Q3 20236
MMA ASSET MANAGEMENT LLC 510.53%1.41%3.89%Q4 2020Q3 20236
Stratos Wealth Partners, LTD. 310.00%0.01%0.01%Q4 2017Q4 20206
Ledge Wealth Management, Inc. 662.46%2.77%3.24%Q2 2022Q3 20236
BURNEY CO/ 660.02%0.03%0.06%Q3 2018Q4 20196
Econ Financial Services Corp 510.36%3.02%6.33%Q4 2021Q3 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Wealthfront Advisers LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Commonwealth Equity Services, Inc 660.00%0.00%0.01%Q2 2016Q3 20176
LCNB CORP 660.14%0.15%0.17%Q2 2022Q3 20236
Saba Capital Management, L.P. 210.02%0.44%1.20%Q3 2013Q2 20155
WEDBUSH SECURITIES INC 550.01%0.03%0.03%Q3 2022Q3 20235
GenTrust, LLC 550.05%0.08%0.09%Q2 2019Q2 20205
MARYLAND CAPITAL ADVISORS INC. 550.02%0.02%0.02%Q4 2021Q4 20225
Goodwin Investment Advisory 550.00%0.03%0.12%Q4 2021Q4 20225
Cetera Advisors LLC 310.00%0.00%0.01%Q1 2019Q2 20225
CENTRAL TRUST Co 320.00%0.02%0.04%Q4 2019Q3 20235
COMMERCE BANK 550.00%0.02%0.06%Q2 2020Q2 20215
FDx Advisors, Inc. 210.01%0.01%0.02%Q4 2014Q4 20175
Bath Savings Trust Co 550.03%0.03%0.04%Q4 2020Q4 20215
Kernodle & Katon Asset Management Group, LLC 550.00%0.03%0.04%Q4 2015Q4 20165
American Trust 550.36%0.54%0.77%Q4 2021Q4 20225
Foundations Investment Advisors, LLC 410.01%0.03%0.10%Q4 2018Q3 20235
Savior LLC 410.01%0.01%0.01%Q4 2019Q2 20215
Canton Hathaway, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Ameliora Wealth Management Ltd. 550.01%1.02%1.48%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.06%0.24%0.40%Q4 2022Q4 20235
Madison Asset Management, LLC 550.00%0.05%0.11%Q1 2021Q1 20225
Private Advisor Group, LLC 310.00%0.02%0.07%Q3 2014Q4 20205
OXFORD ASSET MANAGEMENT LLP 310.01%0.01%0.03%Q3 2017Q1 20195
M&T BANK CORP 410.00%0.00%0.00%Q2 2016Q1 20185
Source Financial Advisors LLC 550.10%0.11%0.11%Q4 2020Q4 20215
HORIZON FINANCIAL SERVICES, LLC 552.81%3.05%3.14%Q3 2022Q3 20235
Global Endowment Management, LP 550.09%0.15%0.22%Q2 2015Q2 20165
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 550.40%0.52%0.61%Q1 2019Q1 20205
Northeast Financial Group, Inc. 441.38%1.59%1.78%Q4 2022Q3 20234
Liberty Mutual Group Asset Management Inc. 440.88%1.20%1.62%Q1 2017Q4 20174
KING LUTHER CAPITAL MANAGEMENT CORP 440.01%0.01%0.01%Q4 2022Q3 20234
Integrated Advisors Network LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Proficio Capital Partners LLC 440.05%0.08%0.10%Q2 2017Q1 20184
Cravens & Co Advisors, LLC 440.41%0.73%0.98%Q4 2022Q3 20234
Argentus Capital Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Certified Advisory Corp 310.00%0.00%0.01%Q4 2019Q1 20214
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 210.26%0.28%0.32%Q1 2016Q1 20204
FLOW TRADERS U.S. LLC 310.00%0.04%0.11%Q3 2016Q3 20214
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.02%0.05%0.07%Q1 2017Q4 20174
Laird Norton Wetherby Trust Company, LLC 440.03%0.03%0.04%Q2 2021Q1 20224
Employees' Retirement Fund of the City of Fort Worth 440.94%0.98%1.01%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 310.16%0.21%0.32%Q3 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.04%Q4 2022Q3 20234
JT Stratford LLC 220.48%1.06%1.42%Q1 2018Q1 20214
IHT Wealth Management, LLC 440.00%0.09%0.34%Q2 2017Q1 20184
FIRST NATIONAL BANK SIOUX FALLS 444.46%9.11%21.00%Q4 2022Q3 20234
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q3 2020Q2 20214
Olympus Peak Asset Management LP 447.74%38.02%100.00%Q2 2022Q1 20234
Moors & Cabot, Inc. 210.05%0.08%0.10%Q1 2016Q1 20204
Palogic Value Management, L.P. 440.65%0.77%0.88%Q4 2022Q3 20234
MidWestOne Financial Group, Inc. 440.40%0.69%1.17%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 440.00%0.00%0.00%Q4 2020Q3 20214
M Holdings Securities, Inc. 440.09%0.10%0.12%Q3 2016Q2 20174
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Portfolio Strategies Inc 441.47%2.18%2.86%Q4 2013Q3 20144
Stratos Wealth Advisors, LLC 440.04%0.06%0.08%Q1 2022Q4 20224
Stephens Consulting, LLC 440.03%0.04%0.06%Q1 2022Q4 20224
CANTOR FITZGERALD, L. P. 440.01%0.01%0.01%Q4 2022Q3 20234
Visionary Wealth Advisors 440.04%0.36%0.53%Q2 2021Q1 20224
FIRST MERCANTILE TRUST CO 441.32%1.51%1.74%Q4 2020Q3 20214
Venture Visionary Partners LLC 310.01%0.08%0.13%Q1 2021Q2 20224
Clarus Wealth Advisors 440.01%0.02%0.03%Q2 2018Q1 20194
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2021Q1 20224
Charles Schwab Trust Co 440.08%0.09%0.11%Q3 2019Q2 20204
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.02%Q1 2016Q4 20204
Castle Rock Wealth Management, LLC 440.80%1.24%1.92%Q2 2020Q1 20214
Hanlon Investment Management, Inc. 312.09%2.89%4.12%Q2 2019Q2 20204
Jacobi Capital Management LLC 440.64%0.75%0.93%Q4 2018Q3 20194
Integrated Wealth Concepts LLC 310.08%0.96%2.17%Q2 2019Q2 20204
FinTrust Capital Advisors, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Vanguard Capital Wealth Advisors 440.22%0.33%0.39%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.04%0.05%0.05%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.02%0.02%0.03%Q1 2019Q1 20204
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
Anchor Investment Management, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2016Q3 20234
Avitas Wealth Management LLC 441.26%1.34%1.41%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 310.03%0.07%0.11%Q1 2022Q3 20234
Cahill Wealth Management, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Rotella Capital Management, Inc. 440.72%0.88%1.07%Q1 2014Q4 20144
Allworth Financial LP 440.00%0.00%0.00%Q2 2021Q1 20224
Redhawk Wealth Advisors, Inc. 210.01%0.75%1.76%Q2 2019Q1 20203
FIRST UNITED BANK & TRUST 330.14%0.24%0.30%Q3 2019Q1 20203
Refined Wealth Management 335.97%6.14%6.43%Q1 2023Q3 20233
PFG Private Wealth Management, LLC 330.04%2.18%6.47%Q2 2022Q4 20223
Capital Investment Advisory Services, LLC 210.00%0.00%0.00%Q3 2020Q3 20223
IBEX WEALTH ADVISORS 110.00%0.00%0.01%Q4 2016Q3 20213
MARSHALL WACE, LLP 210.00%0.00%0.01%Q2 2021Q1 20223
Octavia Wealth Advisors, LLC 331.51%1.60%1.70%Q1 2023Q3 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2020Q1 20213
Raleigh Capital Management Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
LMCG INVESTMENTS, LLC 330.13%0.13%0.13%Q1 2022Q3 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.04%0.05%0.06%Q2 2021Q2 20223
FIDUCIENT ADVISORS LLC 331.16%5.26%8.61%Q1 2023Q3 20233
Horizon Investments, LLC 210.98%1.30%1.90%Q4 2013Q1 20153
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q1 2021Q4 20213
EXCHANGE TRADED CONCEPTS, LLC 210.00%0.00%0.00%Q2 2022Q4 20233
STATE OF WISCONSIN INVESTMENT BOARD 330.01%0.01%0.02%Q1 2023Q3 20233
Systelligence, LLC 332.40%4.20%7.66%Q2 2023Q4 20233
Cerity Partners LLC 210.00%0.01%0.01%Q3 2019Q2 20233
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.26%0.46%Q4 2014Q2 20183
Lloyd Park, LLC 210.52%1.21%1.58%Q4 2021Q3 20223
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
VitalStone Financial, LLC 210.02%0.04%0.06%Q4 2022Q3 20233
Prostatis Group LLC 330.28%0.51%0.64%Q4 2022Q2 20233
Genesis Wealth Advisors, LLC 330.03%0.07%0.09%Q4 2014Q2 20153
Private Harbour Investment Management & Counsel, LLC 332.27%2.91%3.58%Q1 2017Q3 20173
Gradient Investments LLC 110.00%0.00%0.00%Q2 2021Q3 20233
Tactical Allocation Group LLC 211.58%5.33%12.60%Q2 2013Q2 20143
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
GHP Investment Advisors, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Ameritas Advisory Services, LLC 210.01%0.01%0.01%Q4 2021Q1 20233
Register Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Focused Wealth Management, Inc 210.00%0.01%0.01%Q3 2017Q3 20223
Fusion Investment Group, LLC 210.05%0.06%0.07%Q2 2014Q2 20153
Summit Wealth Group, LLC 210.00%0.07%0.10%Q1 2021Q1 20233
CAPITAL ONE FINANCIAL CORP 330.06%0.14%0.21%Q1 2020Q3 20203
MD Financial Management Inc. 110.54%0.78%1.18%Q2 2019Q1 20213
DRW Securities, LLC 110.05%0.09%0.12%Q2 2014Q1 20183
Gray Wealth Management Inc. 330.32%0.41%0.48%Q1 2023Q3 20233
Destination Wealth Management 210.00%0.02%0.05%Q1 2018Q4 20183
Consolidated Portfolio Review Corp 330.18%0.19%0.19%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Accuvest Global Advisors 330.53%0.72%0.92%Q2 2013Q4 20133
Aptus Capital Advisors, LLC 330.01%0.02%0.04%Q3 2022Q1 20233
Wagner Wealth Management, LLC 210.00%0.02%0.05%Q4 2021Q3 20223
Smith Anglin Financial, LLC 333.40%3.76%4.26%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
HCR Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Global Financial Private Capital, Inc 330.03%0.04%0.04%Q3 2017Q1 20183
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
INSIGHT 2811, INC. 339.30%9.61%9.90%Q2 2017Q4 20173
AlphaStar Capital Management, LLC 210.03%0.28%0.61%Q4 2017Q3 20233
Eagle Bay Advisors LLC 330.00%0.00%0.01%Q2 2021Q4 20213
NATIXIS 210.02%0.02%0.03%Q1 2017Q4 20173
Moran Wealth Management, LLC 330.01%0.18%0.26%Q1 2023Q3 20233
Sound View Wealth Advisors Group, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
FIRST FINANCIAL CORP /IN/ 330.00%0.01%0.01%Q2 2020Q4 20203
Essex Savings Bank 330.02%0.03%0.04%Q4 2018Q2 20193
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
D. E. Shaw & Co., Inc. 330.06%0.08%0.10%Q2 2022Q4 20223
Brookstone Capital Management 210.00%0.04%0.06%Q3 2019Q4 20213
ABSOLUTE CAPITAL MANAGEMENT, LLC 332.29%2.49%2.64%Q1 2023Q3 20233
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q1 20222
BARINGS LLC 220.48%0.49%0.51%Q2 2023Q3 20232
Manchester Capital Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
SONA ASSET MANAGEMENT (US) LLC 110.37%0.39%0.41%Q4 2022Q3 20232
Arete Wealth Advisors, LLC 220.08%0.08%0.09%Q3 2017Q4 20172
Elite Wealth Management, Inc. 221.58%1.62%1.65%Q4 2014Q1 20152
Freedom Investment Management, Inc. 110.02%0.04%0.06%Q1 2016Q4 20172
Clearshares LLC 223.14%3.17%3.21%Q4 2017Q1 20182
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q3 20152
Truadvice, LLC 220.10%0.12%0.15%Q1 2023Q2 20232
Fermata Advisors, LLC 110.30%0.73%1.16%Q1 2023Q3 20232
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.01%0.01%Q4 2020Q1 20212
QCM Cayman, Ltd. 220.22%0.56%0.91%Q4 2020Q1 20212
Research Affiliates, LLC 222.87%2.89%2.92%Q2 2013Q3 20132
SG3 Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20202
Magnus Financial Group LLC 220.06%0.07%0.07%Q4 2019Q1 20202
Bangor Savings Bank 220.08%0.08%0.08%Q2 2023Q3 20232
Csenge Advisory Group 220.03%0.04%0.06%Q2 2023Q3 20232
REDMONT WEALTH ADVISORS LLC 220.25%0.27%0.29%Q4 2021Q1 20222
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q4 2020Q1 20212
Alpha Cubed Investments, LLC 110.02%0.10%0.18%Q4 2014Q1 20232
Family Management Corp 110.02%0.06%0.10%Q2 2019Q3 20232
CNO Financial Group, Inc. 2214.70%16.39%18.08%Q4 2020Q1 20212
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20232
Valley Brook Capital Group, Inc. 220.05%0.07%0.09%Q4 2020Q1 20212
Beaird Harris Wealth Management, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Royal Fund Management, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
Elevated Capital Advisors, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Mascoma Wealth Management LLC 220.04%0.04%0.04%Q4 2016Q1 20172
Trexquant Investment LP 220.01%0.01%0.01%Q1 2023Q2 20232
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q1 2021Q2 20212
Centiva Capital, LP 110.11%0.23%0.36%Q1 2022Q4 20222
First Command Financial Services, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
CABANA LLC 110.00%0.10%0.20%Q4 2018Q2 20202
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
First Command Bank 220.00%0.00%0.00%Q3 2022Q4 20222
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Paloma Partners Management Co 110.04%0.24%0.44%Q4 2022Q3 20232
USA FINANCIAL FORMULAS 110.00%0.20%0.39%Q1 2020Q3 20202
Beirne Wealth Consulting Services, LLC 220.38%0.49%0.60%Q4 2018Q1 20192
WINTRUST INVESTMENTS LLC 110.03%0.04%0.05%Q4 2019Q2 20212
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MCF Advisors LLC 220.00%0.00%0.00%Q3 2017Q4 20172
CREDIT SUISSE AG/ 220.12%0.16%0.20%Q3 2015Q4 20152
TRUEWEALTH LLC 220.00%0.00%0.00%Q1 2020Q2 20202
HL FINANCIAL SERVICES LLC 220.22%0.22%0.22%Q1 2014Q2 20142
Horrell Capital Management, Inc. 220.02%0.02%0.02%Q4 2014Q1 20152
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20202
Snowden Capital Advisors LLC 110.00%0.03%0.07%Q1 2018Q4 20212
Boyd Wealth Management, LLC 224.17%4.47%4.77%Q2 2023Q3 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q2 20222
TSFG, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Karpus Management, Inc. 110.02%0.04%0.07%Q2 2013Q1 20202
Ahrens Investment Partners LLC 220.91%1.09%1.28%Q4 2022Q1 20232
OPPENHEIMER & CO INC 110.00%0.00%0.01%Q2 2021Q2 20232
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20212
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
MANNING & NAPIER ADVISORS LLC 220.00%0.00%0.00%Q4 2015Q1 20162
GUIDANCE CAPITAL, INC 220.44%0.44%0.44%Q2 2023Q3 20232
BOYS ARNOLD & CO INC 220.03%0.03%0.03%Q3 2019Q4 20192
Braver Wealth Management, LLC 220.99%1.08%1.16%Q3 2016Q4 20162
Stokes Family Office, LLC 220.03%0.03%0.04%Q2 2022Q3 20222
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Corbenic Partners LLC 110.00%0.00%0.01%Q4 2014Q3 20172
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Aveo Capital Partners, LLC 220.77%0.79%0.81%Q2 2023Q3 20232
Jane Street Holding, LLC 110.02%0.03%0.04%Q2 2013Q4 20132
FineMark National Bank & Trust 220.00%0.00%0.00%Q2 2014Q3 20142
Leucadia National 110.14%0.14%0.14%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EA Series Trust 110.06%0.06%0.06%Q2 2023Q2 20231
Hamilton Wealth, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
FIRST NATIONAL CORP /MA/ /ADV 110.05%0.05%0.05%Q1 2019Q1 20191
Virtu Financial LLC 110.06%0.06%0.06%Q2 2018Q2 20181
AlphaCore Capital LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Revisor Wealth Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
UNIVERSITY OF CHICAGO 1142.79%42.79%42.79%Q4 2012Q4 20121
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
DeDora Capital, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Empowered Funds, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
SWAN Capital LLC 112.88%2.88%2.88%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Bullseye Investment Management, LLC 117.83%7.83%7.83%Q1 2023Q1 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.02%0.02%0.02%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Sterling Manor Financial, LLC 116.74%6.74%6.74%Q2 2023Q2 20231
Voya Financial Advisors, Inc. 110.56%0.56%0.56%Q1 2015Q1 20151
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q3 2023Q3 20231
People's United Financial, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2023Q2 20231
20/20 Capital Management, Inc. 110.17%0.17%0.17%Q4 2020Q4 20201
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NewEdge Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST HAWAIIAN BANK 110.22%0.22%0.22%Q1 2020Q1 20201
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Simplicity Wealth,LLC 111.91%1.91%1.91%Q3 2022Q3 20221
Silver Point Capital L.P. 114.89%4.89%4.89%Q1 2020Q1 20201
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Winch Advisory Services, LLC 111.65%1.65%1.65%Q3 2016Q3 20161
GLOBE LIFE INC. 112.50%2.50%2.50%Q3 2023Q3 20231
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q4 2020Q4 20201
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NIEMANN CAPITAL MANAGEMENT INC 111.63%1.63%1.63%Q4 2019Q4 20191
First Allied Asset Management, Inc. 110.04%0.04%0.04%Q2 2013Q2 20131
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
METROPOLITAN LIFE INSURANCE CO/NY 111.14%1.14%1.14%Q3 2023Q3 20231
Vident Investment Advisory, LLC 110.38%0.38%0.38%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
RDA Financial Network 110.10%0.10%0.10%Q3 2019Q3 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.20%0.20%0.20%Q4 2019Q4 20191
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q2 2014Q2 20141
SteelPeak Wealth, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Grove Bank & Trust 110.00%0.00%0.00%Q2 2023Q2 20231
SYKON CAPITAL LLC 111.69%1.69%1.69%Q3 2023Q3 20231
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q3 2014Q3 20141
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2022Q4 20221
Strategic Wealth Investment Group, LLC 113.73%3.73%3.73%Q4 2019Q4 20191
StoneX Group Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Frisch Financial Group, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Activest Wealth Management 110.01%0.01%0.01%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
GODSEY & GIBB, INC 110.01%0.01%0.01%Q2 2022Q2 20221
AFAM CAPITAL, INC. 110.16%0.16%0.16%Q2 2013Q2 20131
ELLIOTT MANAGEMENT CORP 110.57%0.57%0.57%Q2 2015Q2 20151
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2023Q2 20231
Balentine LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
CreativeOne Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
STIFEL NICOLAUS & CO INC \MO\ 110.07%0.07%0.07%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Centered Wealth LLC dba Miller Equity Capital Advisors 110.42%0.42%0.42%Q4 2019Q4 20191
Pensionmark Financial Group, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
Clear Harbor Asset Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
R. W. Roge & Company, Inc. 111.91%1.91%1.91%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Homrich & Berg 110.02%0.02%0.02%Q1 2015Q1 20151
CWA Asset Management Group, LLC 110.46%0.46%0.46%Q3 2019Q3 20191
Fortress Investment Group LLC 110.18%0.18%0.18%Q2 2017Q2 20171
WESPAC Advisors, LLC 111.38%1.38%1.38%Q2 2016Q2 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Crabel Capital Management, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Friedenthal Financial 112.81%2.81%2.81%Q4 2022Q4 20221
Coston, McIsaac & Partners 110.00%0.00%0.00%Q2 2022Q2 20221
FINANCIAL ADVISORY PARTNERS, LLC 110.84%0.84%0.84%Q3 2023Q3 20231
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LEVEL FOUR ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
GYL FINANCIAL SYNERGIES, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Higher Moment Capital LP 112.55%2.55%2.55%Q4 2017Q4 20171
AMARILLO NATIONAL BANK 111.62%1.62%1.62%Q3 2023Q3 20231
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Beaumont Financial Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.25%0.25%0.25%Q3 2016Q3 20161
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DOLIVER ADVISORS, LP 110.12%0.12%0.12%Q4 2018Q4 20181
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2013Q3 20131
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WealthTrust Fairport, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Retireful, LLC 110.95%0.95%0.95%Q2 2023Q2 20231
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BAIRD ROBERT W & CO INC /WI/ 110.02%0.02%0.02%Q2 2013Q2 20131
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2017Q2 20171
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Timber Hill LLC 110.07%0.07%0.07%Q4 2017Q4 20171
Kovack Advisors, Inc. 110.22%0.22%0.22%Q2 2016Q2 20161
Goldstream Capital Management Ltd 110.07%0.07%0.07%Q4 2021Q4 20211
BASSO CAPITAL MANAGEMENT, L.P. 110.03%0.03%0.03%Q1 2022Q1 20221
Pactiv General Employee Benefit Trust 111.07%1.07%1.07%Q4 2019Q4 20191
NATIXIS ADVISORS, L.P. 110.03%0.03%0.03%Q2 2013Q2 20131
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
GALAXY CAPITAL TRADING LTD 112.58%2.58%2.58%Q4 2013Q4 20131
External links

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