VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.01%Q2 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.12%Q2 2013Q3 202342
MORGAN STANLEY 4010.00%0.01%0.04%Q2 2013Q3 202341
Citadel Advisors 1910.00%0.00%0.00%Q1 2016Q3 202341
ENVESTNET ASSET MANAGEMENT INC 2420.00%0.05%0.25%Q2 2013Q3 202336
AMERIPRISE FINANCIAL INC 3060.00%0.04%0.23%Q2 2013Q3 202336
DUNCKER STREETT & CO INC 20160.00%0.04%0.13%Q3 2014Q3 202336
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
US BANCORP \DE\ 34340.00%0.00%0.00%Q2 2015Q3 202334
Creative Planning 2810.00%0.01%0.09%Q3 2014Q3 202333
Versant Capital Management, Inc 33330.50%0.91%2.06%Q4 2015Q4 202333
Cambridge Investment Research Advisors, Inc. 3110.01%0.03%0.10%Q4 2014Q3 202332
GOLDMAN SACHS GROUP INC 2740.00%0.00%0.01%Q2 2015Q3 202331
JANE STREET GROUP, LLC 1010.00%0.02%0.09%Q2 2014Q3 202331
Transamerica Financial Advisors, Inc. 1710.00%0.02%0.10%Q2 2013Q3 202330
KEYBANK NATIONAL ASSOCIATION/OH 30300.02%0.06%0.16%Q2 2016Q3 202330
Choate Investment Advisors 1330.00%0.45%2.18%Q1 2015Q3 202329
Gradient Investments LLC 1610.00%0.00%0.00%Q4 2013Q3 202328
CITIGROUP INC 1910.00%0.02%0.10%Q2 2013Q3 202328
AE Wealth Management LLC 28280.07%0.34%1.41%Q4 2016Q3 202328
IFP Advisors, Inc 17110.00%0.01%0.05%Q2 2016Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Betterment LLC 17100.00%0.00%0.01%Q4 2016Q3 202327
Compagnie Lombard Odier SCmA 27270.00%0.70%2.48%Q4 2015Q2 202227
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.07%Q2 2017Q3 202326
FMR LLC 2050.00%0.00%0.00%Q2 2017Q3 202325
Janney Montgomery Scott LLC 1920.00%0.02%0.06%Q1 2017Q3 202325
Parallel Advisors, LLC 25250.00%0.00%0.02%Q3 2017Q3 202325
WEALTHCARE CAPITAL MANAGEMENT LLC 25250.01%0.01%0.02%Q1 2014Q1 202025
STIFEL FINANCIAL CORP 24240.00%0.00%0.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Simplicity Solutions, LLC 1610.02%0.37%1.58%Q4 2014Q2 202324
Belpointe Asset Management LLC 23230.03%0.17%0.66%Q3 2017Q1 202323
Cambria Investment Management, L.P. 22220.13%0.38%0.90%Q2 2018Q3 202322
INTERACTIVE FINANCIAL ADVISORS, INC. 1110.01%0.05%0.18%Q2 2014Q4 202122
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2110.00%0.15%0.37%Q2 2014Q3 202122
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.01%0.05%Q3 2014Q4 201922
Affiance Financial, LLC 22220.19%0.27%0.39%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 1560.00%0.02%0.10%Q1 2017Q3 202321
JPMORGAN CHASE & CO 1830.00%0.01%0.10%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Advisory Services Network, LLC 810.00%0.01%0.05%Q4 2015Q2 202320
TRUIST FINANCIAL CORP 1370.00%0.02%0.05%Q2 2017Q3 202320
Tower Research Capital LLC (TRC) 710.00%0.00%0.01%Q2 2013Q3 202320
Manning & Napier Group, LLC 20200.05%0.10%0.15%Q4 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 20200.00%0.00%0.01%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.15%0.51%0.99%Q4 2018Q3 202320
Checchi Capital Advisers, LLC 1720.00%1.01%2.28%Q1 2016Q3 202319
BlackRock Inc. 1030.00%0.00%0.00%Q4 2015Q4 202219
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q1 2017Q2 202319
PNC FINANCIAL SERVICES GROUP, INC. 1110.00%0.00%0.00%Q3 2015Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
RHS Financial, LLC 19190.41%2.34%5.91%Q1 2019Q3 202319
Morningstar Investment Management LLC 18180.86%5.00%8.44%Q2 2019Q3 202318
FIRST NATIONAL TRUST CO 18180.07%0.14%0.19%Q2 2019Q3 202318
Snowden Capital Advisors LLC 980.00%0.03%0.07%Q2 2019Q3 202317
Cardan Capital Partners, LLC 1250.56%1.93%4.78%Q4 2015Q3 202117
ASSETMARK, INC 1610.06%0.17%0.33%Q2 2019Q3 202317
DEUTSCHE BANK AG\ 1510.00%0.00%0.00%Q3 2013Q3 202317
Aspire Private Capital, LLC 1610.00%0.00%0.00%Q4 2018Q2 202317
NWAM LLC 1010.01%0.05%0.08%Q1 2018Q1 202317
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.02%Q4 2017Q3 202317
BANK OF MONTREAL /CAN/ 1310.00%0.03%0.14%Q4 2015Q3 202317
GenWealth Group, Inc. 1430.13%3.58%5.03%Q3 2018Q3 202317
Mission Creek Capital Partners, Inc. 16160.10%0.39%0.69%Q4 2019Q3 202316
AVIANCE CAPITAL MANAGEMENT, LLC 1510.06%0.45%1.60%Q1 2015Q1 201916
Global Retirement Partners, LLC 970.00%0.02%0.14%Q3 2019Q3 202316
PARK NATIONAL CORP /OH/ 16160.01%0.02%0.02%Q2 2013Q1 201716
IndexIQ Advisors LLC 1210.00%0.09%1.03%Q4 2016Q1 202216
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 16162.07%2.80%3.51%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 1510.00%0.00%0.00%Q3 2019Q3 202316
WealthShield Partners, LLC 1230.00%0.01%0.03%Q4 2017Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.04%0.08%Q2 2013Q4 201615
American Portfolios Advisors 1410.00%0.01%0.04%Q4 2017Q3 202215
Bank of New York Mellon Corp 15150.00%0.00%0.02%Q1 2020Q3 202315
NEXT Financial Group, Inc 510.00%0.03%0.08%Q2 2016Q4 202114
NOTTINGHAM ADVISORS, INC. 14140.06%0.30%0.93%Q2 2020Q3 202314
CIBC WORLD MARKET INC. 1220.00%0.00%0.01%Q1 2016Q3 202314
Community Bank, N.A. 14140.00%0.01%0.03%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 810.00%0.01%0.03%Q4 2018Q3 202314
Walkner Condon Financial Advisors LLC 13130.08%0.14%0.32%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 1210.00%0.00%0.01%Q4 2019Q3 202313
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 13130.60%2.83%4.22%Q3 2020Q3 202313
Wealthcare Advisory Partners LLC 1210.00%0.06%0.15%Q4 2017Q1 202113
Landmark Financial Advisors, LLC 13130.35%8.09%12.19%Q4 2015Q4 201813
Baird Financial Group, Inc. 850.01%0.01%0.01%Q4 2016Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Renaissance Technologies 310.00%0.00%0.01%Q1 2019Q3 202313
Hilton Capital Management, LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
Parkside Financial Bank & Trust 13130.26%0.31%0.54%Q4 2015Q4 201813
Newbridge Financial Services Group, Inc. 13130.01%0.05%0.12%Q3 2020Q3 202313
Fortis Advisors, LLC 12120.06%0.07%0.14%Q3 2017Q2 202012
Legacy Wealth Asset Management, LLC 12120.28%0.34%0.40%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.29%1.12%3.20%Q4 2020Q3 202312
Violich Capital Management, Inc. 1020.05%0.75%3.31%Q2 2013Q3 202212
FINANCIAL LIFE ADVISORS 1110.10%0.60%1.52%Q3 2018Q3 202312
Lloyd Advisory Services, LLC. 1110.06%0.20%0.96%Q4 2019Q4 202212
BLUESTEM FINANCIAL ADVISORS, LLC 12120.16%0.24%0.40%Q4 2019Q3 202212
NewEdge Wealth, LLC 12120.21%0.47%1.10%Q4 2020Q3 202312
Stratos Wealth Advisors, LLC 1110.04%0.15%0.36%Q3 2020Q3 202312
CATALYST PRIVATE WEALTH, LLC 11110.48%1.15%1.84%Q2 2021Q4 202311
Beta Wealth Group, Inc. 11110.65%0.85%1.21%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.02%Q1 2021Q3 202311
Virtu KCG Holdings LLC 610.01%0.02%0.06%Q3 2013Q2 201711
American Financial Advisors, LLC 11110.04%0.51%2.25%Q3 2019Q1 202211
Running Point Capital Advisors, LLC 11110.02%0.16%0.24%Q1 2021Q3 202311
PFG Advisors 11110.03%0.06%0.12%Q4 2020Q2 202311
Sound Income Strategies, LLC 1010.00%0.01%0.02%Q1 2018Q3 202311
MATHER GROUP, LLC. 11110.14%1.43%2.19%Q1 2021Q3 202311
Providence First Trust Co 11111.25%2.00%2.49%Q2 2017Q4 201911
First Horizon Advisors, Inc. 710.00%0.04%0.17%Q4 2017Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.06%0.07%0.09%Q1 2021Q3 202311
Human Investing LLC 1010.00%0.07%0.16%Q2 2019Q1 202211
Willis Johnson & Associates, Inc. 11110.09%0.14%0.17%Q1 2021Q3 202311
REGIONS FINANCIAL CORP 820.00%0.01%0.02%Q1 2020Q2 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 820.12%0.17%0.27%Q2 2020Q2 202310
Clear Creek Financial Management, LLC 10100.54%0.77%1.33%Q2 2021Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.00%0.01%0.02%Q2 2021Q3 202310
Ten Capital Wealth Advisors, LLC 10100.01%0.03%0.06%Q4 2020Q1 202310
JANUS HENDERSON GROUP PLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Geneos Wealth Management Inc. 550.00%0.00%0.00%Q4 2020Q3 202310
Barry Investment Advisors, LLC 990.36%0.76%1.37%Q2 2020Q2 20229
First National Bank of South Miami 990.04%0.07%0.14%Q2 2021Q2 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 630.07%0.88%1.62%Q3 2020Q3 20239
Allworth Financial LP 990.00%0.05%0.13%Q3 2021Q3 20239
Quadratic Capital Management LLC 990.15%5.12%10.09%Q3 2021Q3 20239
IHT Wealth Management, LLC 410.00%0.02%0.05%Q3 2017Q3 20239
Financial Enhancement Group LLC 990.00%0.97%1.97%Q4 2016Q4 20189
CWA Asset Management Group, LLC 510.03%0.12%0.36%Q2 2016Q3 20209
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 990.05%0.26%0.45%Q3 2021Q3 20239
Wealthfront Advisers LLC 990.00%0.01%0.04%Q3 2021Q3 20239
Clear Harbor Asset Management, LLC 990.01%0.07%0.11%Q1 2021Q1 20239
Cetera Investment Advisers 990.00%0.01%0.01%Q3 2021Q3 20239
CENTAURUS FINANCIAL, INC. 610.01%0.02%0.09%Q2 2018Q1 20229
Cetera Advisor Networks LLC 810.00%0.02%0.06%Q2 2020Q3 20239
CWM, LLC 610.00%0.01%0.12%Q2 2016Q3 20239
Jacobi Capital Management LLC 540.02%0.07%0.17%Q4 2018Q3 20219
First Ascent Asset Management, LLC 990.05%0.07%0.09%Q3 2021Q3 20239
Empowered Funds, LLC 990.09%0.66%3.53%Q3 2021Q3 20239
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 990.01%0.02%0.03%Q1 2020Q1 20229
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
Independence Bank of Kentucky 620.19%0.48%1.03%Q2 2020Q3 20238
Orcam Financial Group 880.94%1.65%2.06%Q4 2021Q3 20238
Sage Advisory Services, Ltd.Co. 880.05%0.11%0.22%Q1 2017Q4 20188
OLD MISSION CAPITAL LLC 210.01%0.03%0.06%Q2 2018Q3 20238
AdvisorNet Financial, Inc 710.00%0.00%0.00%Q1 2020Q3 20238
Ellis Investment Partners, LLC 880.00%0.01%0.01%Q2 2019Q1 20218
Regis Management CO LLC 880.05%0.75%1.05%Q2 2016Q1 20188
Empirical Asset Management, LLC 880.53%0.66%0.87%Q4 2021Q3 20238
Red Tortoise LLC 441.94%3.59%4.83%Q3 2021Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q4 2017Q3 20198
SINECERA CAPITAL, LLC 881.54%6.23%13.60%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 310.04%0.22%0.71%Q1 2019Q4 20228
Secure Asset Management, LLC 880.17%0.22%0.27%Q1 2020Q4 20218
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 510.07%0.60%3.27%Q1 2021Q3 20238
ATLAS CAPITAL ADVISORS LLC 410.01%0.02%0.02%Q1 2019Q3 20218
FSC Wealth Advisors, LLC 880.02%0.17%0.54%Q4 2021Q3 20238
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q4 2016Q3 20238
BLAIR WILLIAM & CO/IL 880.00%0.00%0.00%Q4 2021Q3 20238
Nan Shan Life Insurance Co., Ltd. 883.02%4.48%5.15%Q4 2021Q3 20238
TPB WEALTH ADVISORS 880.82%2.09%4.30%Q4 2020Q3 20228
Zhang Financial LLC 880.03%0.06%0.09%Q3 2020Q2 20228
FIDUCIARY TRUST CO 880.00%0.00%0.01%Q1 2020Q4 20218
Aspire Wealth Management Corp 770.08%0.17%0.26%Q4 2021Q2 20237
Archer Investment Corp 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.03%Q1 2022Q3 20237
HighTower Advisors, LLC 520.01%0.04%0.06%Q1 2019Q3 20237
HSBC HOLDINGS PLC 320.04%0.16%0.45%Q3 2018Q1 20217
Spearhead Capital Advisors, LLC 770.04%0.10%0.16%Q4 2020Q2 20227
FDx Advisors, Inc. 610.02%0.53%0.89%Q1 2016Q3 20207
Cardinal Strategic Wealth Guidance 770.02%0.08%0.15%Q1 2022Q3 20237
WBI INVESTMENTS, LLC 210.28%3.39%8.50%Q2 2017Q2 20227
SkyOak Wealth, LLC 770.10%0.11%0.13%Q2 2020Q4 20217
Private Advisor Group, LLC 410.00%0.01%0.03%Q3 2014Q3 20237
EXCHANGE TRADED CONCEPTS, LLC 610.01%1.02%3.56%Q3 2020Q2 20237
Atria Investments, Inc 310.01%0.13%0.28%Q1 2016Q1 20207
Foundations Investment Advisors, LLC 320.01%0.90%3.26%Q2 2020Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.05%0.20%Q4 2020Q4 20227
Forum Financial Management, LP 520.01%6.64%12.36%Q4 2021Q3 20237
Strategic Financial Services, Inc, 520.03%0.52%1.78%Q4 2019Q3 20237
RFG Advisory, LLC 770.04%0.05%0.06%Q3 2020Q1 20227
Capital Investment Advisory Services, LLC 520.00%0.01%0.02%Q4 2019Q3 20237
CEDAR CAPITAL, LLC 410.10%2.02%4.88%Q3 2019Q3 20217
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Capital Advisory Group Advisory Services, LLC 520.02%0.03%0.05%Q3 2020Q2 20227
Greenline Partners, LLC 520.02%0.19%0.58%Q1 2020Q1 20237
Cerity Partners LLC 510.00%0.01%0.01%Q1 2021Q3 20236
Sand Hill Global Advisors, LLC 662.01%2.92%3.66%Q2 2022Q3 20236
Jump Financial, LLC 310.01%0.11%0.53%Q3 2021Q3 20236
Integrated Investment Consultants, LLC 660.08%0.25%0.98%Q1 2021Q2 20226
Cresset Asset Management, LLC 660.01%0.07%0.24%Q2 2022Q3 20236
Marcum Wealth, LLC 660.04%0.23%0.51%Q2 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.02%0.12%Q4 2015Q3 20196
Fort Point Capital Partners LLC 660.06%0.17%0.45%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.02%0.05%0.09%Q1 2022Q2 20236
Koshinski Asset Management, Inc. 310.01%0.03%0.05%Q4 2017Q4 20216
Blue Chip Partners, LLC 660.01%0.83%1.85%Q2 2022Q3 20236
HRT FINANCIAL LP 330.00%0.00%0.01%Q2 2021Q3 20236
Bogart Wealth, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Stone Asset Management Inc. 660.13%0.65%1.05%Q4 2021Q1 20236
SeaBridge Investment Advisors LLC 660.06%0.91%1.62%Q2 2022Q3 20236
TOWNSQUARE CAPITAL LLC 660.01%0.01%0.02%Q1 2022Q2 20236
STEPHENS INC /AR/ 410.00%0.01%0.01%Q3 2020Q3 20236
LINCOLN NATIONAL CORP 510.00%0.01%0.01%Q4 2021Q3 20236
BHF RG Capital Inc. 510.28%0.75%1.73%Q4 2019Q2 20216
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 660.59%0.70%1.08%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 310.00%0.01%0.02%Q2 2020Q2 20236
Perigon Wealth Management, LLC 510.04%0.07%0.08%Q3 2011Q3 20236
Lido Advisors, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.16%2.34%3.29%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Visionary Asset Management, Inc. 510.09%0.41%1.76%Q3 2014Q4 20186
Kingsview Wealth Management, LLC 310.01%0.03%0.07%Q4 2021Q3 20236
Firestone Capital Management 660.01%0.01%0.01%Q2 2020Q3 20216
NewEdge Advisors, LLC 420.00%0.01%0.04%Q4 2021Q3 20236
FLAGSHIP HARBOR ADVISORS, LLC 660.02%0.03%0.04%Q2 2019Q3 20206
Pinnacle Bancorp, Inc. 510.06%0.07%0.09%Q1 2017Q4 20196
Stratos Wealth Partners, LTD. 660.01%0.01%0.01%Q2 2017Q3 20186
SG Americas Securities, LLC 310.00%0.01%0.03%Q3 2018Q1 20226
Fisher Asset Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.01%0.01%0.01%Q4 2020Q1 20226
GOULD ASSET MANAGEMENT LLC /CA/ 550.18%0.41%1.23%Q3 2022Q3 20235
PRIVATE TRUST CO NA 550.01%0.01%0.04%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
AlphaStar Capital Management, LLC 410.21%0.79%2.75%Q4 2017Q3 20235
Cordatus Wealth Management LLC 310.70%0.95%1.18%Q1 2019Q3 20205
Cypress Capital, LLC 552.82%3.85%4.83%Q4 2018Q4 20195
Gupta Wealth Management LLC 551.61%2.61%3.68%Q1 2015Q1 20165
HORIZON FINANCIAL SERVICES, LLC 551.69%2.13%2.36%Q3 2022Q3 20235
LexAurum Advisors, LLC 550.21%0.25%0.30%Q3 2022Q3 20235
BDO Wealth Advisors, LLC 550.00%0.01%0.02%Q2 2018Q2 20195
BENJAMIN F. EDWARDS & COMPANY, INC. 320.01%0.07%0.18%Q1 2022Q3 20235
Global Financial Private Capital, Inc 550.01%0.02%0.03%Q2 2019Q2 20205
Alpha Cubed Investments, LLC 550.07%0.09%0.11%Q3 2015Q3 20165
COMMERCE BANK 550.01%0.12%0.18%Q3 2022Q3 20235
ALPS ADVISORS INC 550.01%0.01%0.01%Q2 2022Q2 20235
Berkeley Capital Partners, LLC 210.53%0.60%0.64%Q2 2016Q2 20185
Simplicity Wealth,LLC 551.01%1.19%1.38%Q3 2022Q3 20235
COMERICA BANK 210.01%0.09%0.34%Q2 2019Q3 20235
One Day In July LLC 550.07%0.53%0.67%Q3 2022Q3 20235
VANGUARD GROUP INC 320.00%0.00%0.00%Q1 2016Q2 20215
Intelligence Driven Advisers, LLC 410.39%0.56%0.73%Q2 2021Q3 20225
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q4 20205
Advisory Alpha, LLC 550.82%1.16%1.41%Q3 2022Q3 20235
GeoWealth Management, LLC 310.01%0.19%0.57%Q3 2020Q2 20235
NORTHERN TRUST CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Kernodle & Katon Asset Management Group, LLC 550.00%0.05%0.07%Q4 2015Q4 20165
NATIONAL BANK OF CANADA /FI/ 320.00%0.00%0.01%Q4 2021Q3 20235
American Trust 550.41%0.67%1.32%Q4 2021Q4 20225
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
KCS Wealth Advisory 550.15%0.24%0.45%Q2 2021Q2 20225
Hamilton Wealth, LLC 550.19%4.99%8.20%Q3 2022Q3 20235
W.G. Shaheen & Associates DBA Whitney & Co 550.12%0.15%0.18%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.23%0.26%0.35%Q4 2022Q4 20235
SVB WEALTH LLC 550.00%0.00%0.01%Q2 2022Q2 20235
HAYS ADVISORY LLC 444.79%7.04%9.06%Q4 2017Q3 20184
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Headlands Technologies LLC 440.00%0.02%0.03%Q4 2022Q3 20234
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 440.35%1.18%1.66%Q3 2022Q2 20234
Centurion Wealth Management LLC 440.12%0.18%0.22%Q4 2022Q3 20234
Summit Wealth Group, LLC 440.14%0.40%0.78%Q4 2022Q3 20234
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2019Q2 20224
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2017Q1 20204
SeaCrest Wealth Management, LLC 440.05%0.05%0.06%Q4 2017Q3 20184
Avondale Wealth Management 440.00%2.34%3.89%Q4 2022Q3 20234
Total Clarity Wealth Management, Inc. 310.00%1.23%2.14%Q3 2021Q3 20234
INSIGHT 2811, INC. 440.15%0.16%0.17%Q1 2019Q4 20194
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.03%0.05%Q1 2022Q4 20224
Deane Retirement Strategies, Inc. 310.01%2.46%3.39%Q1 2016Q1 20174
Sowell Financial Services LLC 210.00%0.01%0.04%Q3 2019Q4 20224
Executive Wealth Management, LLC 310.02%0.22%0.41%Q4 2018Q3 20204
Northeast Financial Group, Inc. 440.81%1.11%1.33%Q4 2022Q3 20234
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Legacy Private Trust Co. 440.02%0.04%0.05%Q3 2022Q2 20234
Smithfield Trust Co 440.02%0.03%0.04%Q2 2019Q1 20204
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.01%0.02%Q2 2015Q1 20164
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Bluefin Trading, LLC 210.02%0.22%0.39%Q2 2013Q2 20154
Tortoise Investment Management, LLC 441.02%1.20%1.54%Q4 2022Q3 20234
Econ Financial Services Corp 220.17%0.47%0.67%Q4 2021Q2 20234
XR Securities LLC 310.03%0.53%1.11%Q1 2022Q1 20234
Mutual Advisors, LLC 440.03%0.07%0.11%Q4 2022Q3 20234
Act Two Investors LLC 221.01%2.60%5.33%Q1 2021Q3 20234
Manhattan West Asset Management, LLC 440.50%0.96%1.64%Q4 2022Q3 20234
PITCAIRN CO 440.11%0.13%0.14%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 310.08%0.51%0.77%Q1 2017Q3 20194
EP Wealth Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Brookstone Capital Management 110.01%0.10%0.39%Q1 2016Q3 20224
CITY HOLDING CO 440.00%0.00%0.00%Q2 2022Q1 20234
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AXS Investments LLC 440.14%0.15%0.16%Q2 2022Q1 20234
Equitable Holdings, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Cetera Advisors LLC 310.00%0.02%0.03%Q3 2018Q1 20204
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2021Q2 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.08%0.13%0.16%Q4 2022Q3 20234
FIRST MERCANTILE TRUST CO 442.27%2.37%2.49%Q4 2020Q3 20214
EverSource Wealth Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
First Allied Advisory Services, Inc. 210.00%0.03%0.07%Q1 2016Q3 20194
Texas Capital Bank Wealth Management Services Inc 440.03%0.57%1.16%Q3 2020Q2 20214
Money Design Co.,Ltd. 440.00%0.00%0.00%Q4 2019Q3 20204
KESTRA PRIVATE WEALTH SERVICES, LLC 310.01%0.02%0.04%Q3 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
Prospera Financial Services Inc 310.00%0.23%0.66%Q1 2020Q1 20224
OPPENHEIMER ASSET MANAGEMENT INC. 110.01%0.01%0.01%Q3 2019Q2 20214
ASHFORD CAPITAL MANAGEMENT INC 440.21%0.38%0.51%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Schoolcraft Capital LLC 440.14%0.18%0.23%Q1 2019Q4 20194
Litman Gregory Wealth Management LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
UMB Bank, n.a. 330.00%0.00%0.00%Q1 2023Q3 20233
Valmark Advisers, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
USA FINANCIAL FORMULAS 210.46%1.17%1.88%Q2 2016Q1 20203
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Advisor Resource Council 330.16%0.23%0.31%Q1 2023Q3 20233
Camelot Portfolios, LLC 210.18%0.48%1.04%Q1 2020Q4 20203
WESBANCO BANK INC 330.02%0.03%0.05%Q4 2014Q2 20153
PFG Investments, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
MRP Capital Investments, LLC 330.01%0.11%0.23%Q4 2022Q2 20233
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.01%0.01%Q3 2019Q2 20233
Lokken Investment Group LLC 330.14%0.15%0.16%Q1 2023Q3 20233
Inspire Investing, LLC 331.88%2.38%2.64%Q2 2021Q4 20213
DRW Securities, LLC 330.03%0.06%0.09%Q2 2013Q4 20133
Family Capital Trust Co 331.05%1.12%1.22%Q1 2023Q3 20233
Jane Street Holding, LLC 330.01%0.01%0.02%Q2 2013Q4 20133
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q2 2020Q4 20203
WBH ADVISORY INC 330.10%0.11%0.11%Q1 2023Q3 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Wealth Management, LLC 214.77%5.30%5.76%Q4 2022Q3 20233
Tidal Investments LLC 110.48%3.30%8.57%Q3 2020Q1 20233
DFPG INVESTMENTS, LLC 330.04%0.07%0.11%Q1 2023Q3 20233
COLUMBIA ADVISORY PARTNERS LLC 330.49%0.61%0.79%Q1 2023Q3 20233
Clear Perspective Advisors, LLC 330.16%0.18%0.18%Q2 2021Q4 20213
Municipal Employees' Retirement System of Michigan 330.24%0.52%0.70%Q1 2023Q3 20233
LIBERTY WEALTH MANAGEMENT LLC 330.21%0.22%0.24%Q1 2023Q3 20233
Inspire Advisors, LLC 331.25%1.75%2.11%Q2 2021Q4 20213
ONE PLUS ONE WEALTH MANAGEMENT, LLC 212.41%2.81%3.22%Q3 2022Q2 20233
AVANTAX ADVISORY SERVICES, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Ackerman Capital Advisors, LLC 331.34%1.48%1.61%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 330.01%0.69%2.06%Q1 2023Q3 20233
Blue Trust, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
INNEALTA CAPITAL, LLC 331.64%3.54%4.54%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 330.41%0.51%0.65%Q1 2023Q3 20233
Riggs Asset Managment Co. Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Avidian Wealth Solutions, LLC 330.21%0.32%0.39%Q1 2023Q3 20233
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20233
Ferguson Shapiro LLC 330.21%5.58%8.58%Q3 2021Q1 20223
Bleakley Financial Group, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
Manchester Capital Management LLC 330.03%0.04%0.06%Q1 2023Q3 20233
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
GIRARD PARTNERS LTD. 331.42%1.48%1.53%Q1 2023Q3 20233
VICUS CAPITAL 330.38%0.41%0.44%Q1 2023Q3 20233
CreativeOne Wealth, LLC 330.02%0.06%0.09%Q1 2023Q3 20233
Sandy Spring Bank 210.00%0.00%0.00%Q2 2022Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.57%1.38%1.82%Q1 2023Q3 20233
CABANA LLC 112.57%7.61%11.45%Q2 2020Q2 20233
Fullerton Fund Management Co Ltd. 331.91%2.75%3.28%Q4 2017Q2 20183
Cravens & Co Advisors, LLC 335.03%5.53%5.92%Q1 2023Q3 20233
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2022Q2 20233
VitalStone Financial, LLC 210.03%0.03%0.03%Q4 2022Q3 20233
Aptus Capital Advisors, LLC 210.00%0.00%0.01%Q3 2022Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Financial & Tax Architects, LLC 330.14%0.26%0.41%Q1 2021Q3 20213
JT Stratford LLC 210.68%0.77%0.83%Q2 2022Q2 20233
IFC Holdings Incorporated/FL 330.05%0.06%0.06%Q1 2016Q3 20163
CVA Family Office, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Laraway Financial Advisors Inc 210.15%0.17%0.20%Q4 2021Q3 20223
Jordan Park Group LLC 333.01%3.43%3.80%Q1 2023Q3 20233
Claraphi Advisory Network, LLC 110.08%0.10%0.11%Q3 2019Q3 20213
Penserra Capital Management LLC 210.00%0.01%0.01%Q2 2019Q1 20203
Knowledge Leaders Capital, LLC 333.92%4.60%5.48%Q1 2019Q3 20193
OneAscent Financial Services LLC 330.13%0.25%0.40%Q2 2022Q4 20223
Veritable, L.P. 330.00%0.00%0.00%Q2 2019Q4 20193
Tempus Wealth Planning, LLC 330.10%0.20%0.31%Q3 2022Q1 20233
Concert Wealth Management Inc. 330.01%0.09%0.14%Q1 2016Q3 20163
OPPENHEIMER & CO INC 110.02%0.09%0.14%Q4 2018Q3 20223
TSFG, LLC 110.07%0.11%0.16%Q3 2019Q3 20203
Authentikos Wealth Advisory, LLC 330.35%0.46%0.65%Q1 2023Q3 20233
Highlander Capital Management, LLC 330.11%0.13%0.16%Q2 2022Q4 20223
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SCOTIA CAPITAL INC. 110.01%0.02%0.04%Q1 2016Q3 20192
Silverleafe Capital Partners, LLC 220.46%0.62%0.78%Q2 2020Q3 20202
Clarity Financial LLC 220.14%0.15%0.16%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q1 2023Q2 20232
Freedom Investment Management, Inc. 220.12%0.13%0.13%Q2 2023Q3 20232
Verity Asset Management, Inc. 220.59%0.63%0.67%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Belvedere Advisors LLC 220.12%0.56%0.99%Q1 2019Q2 20192
BOYS ARNOLD & CO INC 110.03%0.04%0.06%Q3 2019Q1 20202
NICOLET ADVISORY SERVICES, LLC 221.37%1.39%1.41%Q2 2023Q3 20232
CHILTON CAPITAL MANAGEMENT LLC 220.05%0.05%0.05%Q4 2014Q1 20152
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Dynamic Advisor Solutions LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Glassman Wealth Services 110.04%0.05%0.06%Q3 2021Q1 20222
PATHSTONE FAMILY OFFICE, LLC 110.00%0.01%0.01%Q1 2023Q3 20232
McAdam, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
LifePlan Financial Group, Inc 220.02%0.02%0.02%Q1 2018Q2 20182
CARDIFF PARK ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ORG Partners LLC 220.00%0.03%0.06%Q2 2023Q3 20232
Kingdom Financial Group LLC. 221.49%1.56%1.64%Q2 2023Q3 20232
Private Harbour Investment Management & Counsel, LLC 220.78%1.35%1.93%Q2 2016Q3 20162
Auour Investments LLC 220.15%0.16%0.17%Q2 2023Q3 20232
BOSTON ADVISORS LLC 220.18%0.18%0.18%Q2 2013Q3 20132
Kaydan Wealth Management, Inc. 223.02%4.07%5.13%Q2 2023Q3 20232
Arete Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
PECONIC PARTNERS LLC 221.17%1.27%1.37%Q4 2018Q1 20192
Pallas Capital Advisors LLC 220.28%0.37%0.46%Q1 2023Q2 20232
Ahrens Investment Partners LLC 110.00%0.05%0.10%Q4 2021Q1 20232
Fortitude Advisory Group L.L.C. 220.00%0.01%0.01%Q4 2021Q1 20222
Financial Gravity Asset Management, Inc. 220.00%0.19%0.39%Q2 2023Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.03%0.03%0.04%Q3 2020Q4 20202
Virtu Financial LLC 110.02%0.03%0.04%Q3 2017Q2 20182
Carlson Capital Management 220.06%0.88%1.71%Q2 2021Q3 20212
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
EWG Elevate Inc. 220.05%0.46%0.87%Q3 2022Q4 20222
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EXENCIAL WEALTH ADVISORS, LLC 220.34%0.36%0.38%Q2 2023Q3 20232
Land & Buildings Investment Management 110.74%0.87%1.00%Q1 2022Q3 20222
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.04%0.05%0.05%Q2 2023Q3 20232
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q1 20232
SPINNAKER TRUST 222.52%2.97%3.42%Q2 2022Q3 20222
WASHINGTON TRUST BANK 220.06%0.06%0.06%Q2 2023Q3 20232
Stuart Chaussee & Associates, Inc. 227.56%8.60%9.65%Q1 2017Q2 20172
Systelligence, LLC 111.27%2.00%2.73%Q4 2019Q1 20212
Vanguard Personalized Indexing Management, LLC 220.06%0.06%0.06%Q3 2020Q4 20202
Mader & Shannon Wealth Management, Inc. 221.82%1.84%1.86%Q2 2020Q3 20202
Savior LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Institute for Wealth Management, LLC. 110.05%0.10%0.16%Q3 2020Q2 20222
AMG National Trust Bank 220.01%0.01%0.02%Q2 2020Q3 20202
BRIGHTON JONES LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Semmax Financial Advisors Inc. 110.00%0.01%0.01%Q4 2018Q3 20232
Risk Paradigm Group, LLC 220.19%0.19%0.19%Q1 2015Q2 20152
Rehmann Capital Advisory Group 220.04%0.04%0.04%Q2 2020Q3 20202
Alera Investment Advisors, LLC 220.08%0.08%0.08%Q3 2020Q4 20202
Wealthsimple Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
FIRST CITIZENS BANK & TRUST CO 220.14%0.18%0.23%Q2 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.05%0.10%0.15%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Apollon Wealth Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SEARCY FINANCIAL SERVICES INC /ADV 225.06%5.18%5.30%Q3 2019Q4 20192
STABLEFORD CAPITAL II LLC 222.48%6.40%10.32%Q3 2022Q4 20222
Carroll Financial Associates, Inc. 110.00%0.01%0.01%Q3 2020Q3 20212
M&T BANK CORP 220.07%0.08%0.08%Q2 2023Q3 20232
VOYA INVESTMENT MANAGEMENT LLC 220.13%0.13%0.13%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Crewe Advisors LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Grant/GrossMendelsohn, LLC 221.30%2.73%4.16%Q2 2023Q3 20232
NICOLET BANKSHARES INC 220.92%1.34%1.77%Q2 2023Q3 20232
Columbus Macro, LLC 220.18%0.18%0.18%Q4 2022Q1 20232
FormulaFolio Investments, LLC 220.01%0.01%0.02%Q1 2021Q2 20212
ANDERSON HOAGLAND & CO 220.11%0.14%0.16%Q2 2023Q3 20232
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Beacon Pointe Advisors, LLC 220.76%0.82%0.88%Q2 2023Q3 20232
J.W. COLE ADVISORS, INC. 110.07%0.08%0.08%Q4 2021Q1 20232
Gladstone Institutional Advisory LLC 220.52%0.72%0.92%Q4 2022Q1 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Arcadia Wealth Management, LLC 220.61%0.69%0.78%Q4 2022Q1 20232
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q3 20212
HBK Sorce Advisory LLC 220.01%0.01%0.02%Q2 2020Q3 20202
Horrell Capital Management, Inc. 220.04%0.04%0.04%Q4 2014Q1 20152
FIRST NATIONAL BANK OF OMAHA 220.01%0.02%0.02%Q2 2019Q3 20192
WFA of San Diego, LLC 222.16%2.18%2.20%Q2 2023Q3 20232
Advisor OS, LLC 111.08%2.47%3.86%Q3 2020Q4 20222
AJ WEALTH STRATEGIES, LLC 110.04%0.05%0.06%Q1 2022Q2 20232
TEXAS CAPITAL BANCSHARES INC/TX 221.36%1.42%1.48%Q3 2020Q4 20202
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.22%0.22%0.22%Q2 2023Q2 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ironwood Wealth Management, LLC. 116.18%6.18%6.18%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JAMES INVESTMENT RESEARCH INC 110.40%0.40%0.40%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.07%0.07%0.07%Q3 2020Q3 20201
Signify Wealth 110.34%0.34%0.34%Q3 2022Q3 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Stonehearth Capital Management, LLC 110.21%0.21%0.21%Q4 2016Q4 20161
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q2 2023Q2 20231
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BENJAMIN EDWARDS INC 110.81%0.81%0.81%Q1 2020Q1 20201
DWM Financial Group, Inc. 118.60%8.60%8.60%Q2 2020Q2 20201
Bell Investment Advisors, Inc 111.58%1.58%1.58%Q3 2023Q3 20231
Robinson Value Management, Ltd. 111.76%1.76%1.76%Q4 2022Q4 20221
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FFT WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
Regal Investment Advisors LLC 110.14%0.14%0.14%Q3 2022Q3 20221
SAGE PRIVATE WEALTH GROUP, LLC 113.04%3.04%3.04%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.15%0.15%0.15%Q1 2020Q1 20201
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Truadvice, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Argent Trust Co 110.02%0.02%0.02%Q4 2021Q4 20211
Harvest Portfolios Group Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Richard W. Paul & Associates, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EA Series Trust 110.17%0.17%0.17%Q2 2023Q2 20231
Heritage Trust Co 110.01%0.01%0.01%Q4 2017Q4 20171
ALTFEST L J & CO INC 110.09%0.09%0.09%Q3 2022Q3 20221
Lake Point Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
INVESTMENT HOUSE LLC 110.03%0.03%0.03%Q3 2021Q3 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
SWMG, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Newman Dignan & Sheerar, Inc. 110.96%0.96%0.96%Q2 2023Q2 20231
Tarbox Family Office, Inc. 110.03%0.03%0.03%Q2 2019Q2 20191
Peak Asset Management, LLC 110.95%0.95%0.95%Q3 2023Q3 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.09%0.09%0.09%Q3 2023Q3 20231
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q1 2020Q1 20201
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q3 2022Q3 20221
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Artemis Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Wealthsimple US, Ltd. 110.49%0.49%0.49%Q1 2021Q1 20211
RETIREMENT CAPITAL STRATEGIES 119.78%9.78%9.78%Q3 2020Q3 20201
Fulcrum Equity Management 110.71%0.71%0.71%Q4 2021Q4 20211
Starfox Financial Services, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q3 2020Q3 20201
Eldridge Investment Advisors, Inc. 110.14%0.14%0.14%Q2 2022Q2 20221
Merriman Wealth Management, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Wealth Network Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Belmont Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Graves Light Lenhart Wealth, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Truepoint, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2019Q2 20191
Tuttle Capital Management, LLC 110.31%0.31%0.31%Q2 2017Q2 20171
Delta Investment Management, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Full Sail Capital, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Cobblestone Asset Management LLC 112.73%2.73%2.73%Q3 2023Q3 20231
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Simmons Bank 110.02%0.02%0.02%Q2 2021Q2 20211
Legacy Trust 110.07%0.07%0.07%Q2 2023Q2 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IRIDIAN ASSET MANAGEMENT LLC/CT 110.01%0.01%0.01%Q1 2020Q1 20201
Calamos Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Richwood Investment Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Edge Capital Group, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.46%0.46%0.46%Q3 2023Q3 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2022Q3 20221
QCM Cayman, Ltd. 110.83%0.83%0.83%Q3 2021Q3 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Pasadena Private Wealth, LLC 110.49%0.49%0.49%Q3 2022Q3 20221
Csenge Advisory Group 110.01%0.01%0.01%Q2 2023Q2 20231
Miracle Mile Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Financial Sense Advisors, Inc. 110.19%0.19%0.19%Q2 2022Q2 20221
Power Corp of Canada 110.30%0.30%0.30%Q1 2022Q1 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Americana Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pacific Wealth Management 111.35%1.35%1.35%Q4 2022Q4 20221
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Placemark Investments, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
BluePath Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 110.26%0.26%0.26%Q2 2023Q2 20231
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Calamos Wealth Management LLC 111.90%1.90%1.90%Q3 2023Q3 20231
Arlington Partners LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q1 2022Q1 20221
WEALTHSOURCE PARTNERS, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
McCarthy Grittinger Financial Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ausdal Financial Partners, Inc. 111.44%1.44%1.44%Q3 2023Q3 20231
McIlrath & Eck, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Retireful, LLC 110.54%0.54%0.54%Q1 2023Q1 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q2 2022Q2 20221
True Wealth Design, LLC 111.42%1.42%1.42%Q3 2023Q3 20231
Annex Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sanctuary Wealth Management, L.L.C. 1110.89%10.89%10.89%Q4 2021Q4 20211
Align Wealth Management, LLC 1124.96%24.96%24.96%Q4 2022Q4 20221
MidWestOne Financial Group, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Merit Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trellus Management Company, LLC 112.05%2.05%2.05%Q4 2022Q4 20221
Grove Bank & Trust 110.00%0.00%0.00%Q2 2023Q2 20231
Gainplan LLC 110.48%0.48%0.48%Q2 2022Q2 20221
Lebenthal Global Advisors, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2017Q2 20171
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20141
Westshore Wealth, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Sharkey, Howes & Javer 110.24%0.24%0.24%Q3 2023Q3 20231
High Falls Advisors, Inc 110.02%0.02%0.02%Q1 2016Q1 20161
DARK FOREST CAPITAL MANAGEMENT LP 110.04%0.04%0.04%Q3 2023Q3 20231
Oxbow Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Crestone Asset Management LLC 111.07%1.07%1.07%Q3 2023Q3 20231
Sugarloaf Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Cassaday & Co Wealth Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Slagle Financial, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
StoneX Group Inc. 110.32%0.32%0.32%Q4 2018Q4 20181
FIRST HAWAIIAN BANK 110.28%0.28%0.28%Q1 2020Q1 20201
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q4 2022Q4 20221
New World Advisors LLC 110.84%0.84%0.84%Q2 2021Q2 20211
FIRST AMERICAN TRUST, FSB 110.03%0.03%0.03%Q1 2022Q1 20221
Colonial Trust Co / SC 110.09%0.09%0.09%Q4 2022Q4 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Family Asset Management, LLC 115.40%5.40%5.40%Q4 2022Q4 20221
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q1 2021Q1 20211
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Virtue Capital Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
FOUNDERS FINANCIAL SECURITIES LLC 110.04%0.04%0.04%Q2 2022Q2 20221
External links

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