VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF - Net Long/Short Value

Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF

VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF - Net Long/Short Value
Na tej stronie znajdują się wyceny netto pozycji długich/krótkich dla każdego pakietu instytucjonalnego zgłoszonego za pośrednictwem zgłoszeń 13F lub NPORT. Aby obliczyć wartość netto pozycji długiej/krótkiej, do wartości opcji call dodajemy wartość kapitału własnego i odejmujemy wartość opcji put. Fundusze wykazujące, że pozycje z pożyczką na shortowanie będą wykazywać wartości akcji jako ujemne. Długie pozycje netto będą miały wartości dodatnie w kolumnie długie/krótkie netto, a krótkie pozycje netto będą miały w tej kolumnie wartości ujemne.
Właściciel Wartość kapitału
(1000$)
Wartość opcji call
(1000$)
Wartość opcji put
(1000$)
Długa/krótka netto
(1000$)
United Community Bank
Hara Capital LLC
GatePass Capital, LLC
Redhawk Wealth Advisors, Inc.
Global Trust Asset Management, LLC
Aspiriant, Llc
MAI Capital Management
MRP Capital Investments, LLC
BDFS Capital LLC
Huntington National Bank
Private Trust Co Na
Intergy Private Wealth, LLC
Gould Asset Management Llc /ca/
Hershey Financial Advisers, LLC
Kathmere Capital Management, LLC
We Are One Seven, LLC
Root Financial Partners, LLC
Wealth Enhancement Trust Services, Inc.
Chapin Davis, Inc.
Intelligence Driven Advisers, LLC
Parkside Financial Bank & Trust
Key Capital Management, INC
CX Institutional
HB Wealth Management, LLC
PYA Waltman Capital, LLC
Cornerstone Wealth Advisors, Inc.
Pacific Capital Wealth Advisors, Inc
truNorth Financial Services, Inc.
Newbridge Financial Services Group, Inc.
AllSquare Wealth Management LLC
Alesco Advisors Llc
Woodmont Investment Counsel Llc
Atticus Wealth Management, Llc
Spire Wealth Management
Krm Wealth Management L.l.c.
Prospera Financial Services Inc
Ancora Advisors, LLC
Arvest Investments, Inc.
Klingman & Associates, LLC
Morling Financial Advisors, LLC
Steele Capital Management, Inc.
Kendall Capital Management
Five Oceans Advisors
Meitav Dash Investments Ltd
Quadrant Capital Group Llc
Proffitt & Goodson Inc
Ignite Planners, LLC
WMS Group LLC
Pictet North America Advisors SA
Fisher Asset Management, LLC
Haverford Trust Co
Simmons Bank
Basso Capital Management, L.p.
GenTrust, LLC
Brown Financial Advisory
Mechanics Financial Corp
Evolution Wealth Advisors, LLC
Medallion Wealth Advisors, LLC
Drum Hill Capital, LLC
Fft Wealth Management Llc
Golden State Equity Partners
Nbt Bank N A /ny
Clarendon Private LLC
New York Life Investment Management Llc
Essex Financial Services, Inc.
Fundamentun, Llc
Toroso Investments, LLC
Retirement Systems of Alabama
Strategic Wealth Advisors LLC
South Plains Financial, Inc.
Barton Investment Management
17 Capital Partners, Llc
Great Waters Wealth Management
Conservest Capital Advisors, Inc.
Fourth Dimension Wealth, LLC
Alaethes Wealth LLC
Wells Financial Advisors INC
Fairman Group, LLC
Chandler Asset Management, Inc.
Whittier Trust Co Of Nevada Inc
Vicus Capital
Maxele Advisors, LLC
CVA Family Office, LLC
TritonPoint Partners, LLC
Johnson Financial Group, LLC
Vestmark Advisory Solutions, Inc.
Voisard Asset Management Group, Inc.
SOUTH STATE Corp
Strategic Wealth Partners, Ltd.
Northwestern Mutual Wealth Management Co
Cornerstone Planning Group LLC
Patriot Investment Management Inc.
Aventus Investment Advisors, Inc.
Hennion & Walsh Asset Management, Inc.
Dynasty Wealth Management, Llc
Hm Payson & Co
L.K. Benson & Company, P.C.
Sofos Investments, Inc.
American Trust
PFG Advisors
Beacon Pointe Advisors, LLC
Echo Wealth Management, LLC
Orcam Financial Group
Mountain Pacific Investment Advisers Inc/id
Merit Financial Group, LLC
Cascade Wealth Advisors, Inc
Compass Planning Associates Inc
Blair William & Co/il
Quattro Financial Advisors Llc
Sankala Group LLC
Sage Rhino Capital Llc
Financial Plan, Inc.
North Capital, Inc.
Ullmann Financial Group, Inc.
Unconventional Investor, LLC
Chilton Investment Co Llc
Western Reserve Capital Management, LLC
Westchester Capital Management, Inc.
Pensionmark Financial Group, Llc
BOK Financial Private Wealth, Inc.
Caitlin John, LLC
Index Fund Advisors, Inc.
Align Financial, LLC
Clifford Swan Investment Counsel Llc
UNIVEST FINANCIAL Corp
Octavia Wealth Advisors, LLC
LPL Financial LLC
Buckingham Strategic Partners
North Star Investment Management Corp.
Vident Advisory, LLC
Cullen/frost Bankers, Inc.
Legacy Edge Advisors, LLC
Empowered Funds, LLC
My Personal CFO, LLC
N.E.W. Advisory Services LLC
National Philanthropic Trust
New Millennium Group LLC
Concurrent Investment Advisors, LLC
Arete Wealth Advisors, LLC
Brave Asset Management Inc
EPG Wealth Management LLC
First Command Advisory Services, Inc.
Oak Harbor Wealth Partners, Llc
Maryland Capital Advisors Inc.
VestGen Advisors, LLC
Advisory Research Inc
GWM Advisors LLC
Eddie Patel Inc
Global Wealth Management Investment Advisory, Inc.
Rinkey Investments
Citigroup Inc
Cambridge Associates Llc /ma/ /adv
Pacific Sage Partners, LLC
Money Concepts Capital Corp
Johnson Investment Counsel Inc
Canal Capital Management, LLC
LaSalle St. Investment Advisors, LLC
Sollinda Capital Management LLC
McClarren Financial Advisors, Inc.
Valley Financial Group, Inc.
IFP Advisors, Inc
BKD Wealth Advisors, LLC
Koss-Olinger Consulting, LLC
Peterson Wealth Advisors, LLC
Rockwood Wealth Management, LLC
General Partner, Inc.
Glass Jacobson Investment Advisors llc
Smithfield Trust Co
Ritholtz Wealth Management
AE Wealth Management LLC
Aqr Capital Management Llc
Regions Financial Corp
Davis R M Inc
Bleakley Financial Group, LLC
Channel Wealth Llc
Jones Financial Companies Lllp
Daiwa Securities Group Inc.
Cary Street Partners Financial Llc
Alexander Labrunerie & Co., Inc.
Prairiewood Capital, LLC
Pinnacle Bancorp, Inc.
Carter Financial Group, INC.
Woodard & Co Asset Management Group Inc /adv
Signature Equity Partners, LLC
Hollencrest Capital Management
Bnp Paribas Arbitrage, Sa
Pacifica Partners Inc.
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Bokf, Na
Zevin Asset Management Llc
Anfield Capital Management, LLC
May Barnhard Investments LLC
CIBC World Markets Inc.
Northwest Wealth Management, Llc
Agf Management Ltd
Chesapeake Asset Management Llc
Atria Investments Llc
Financial Advisory Corp /ut/ /adv
Grove Bank & Trust
Hegarty Advisors, LLC
Solstein Capital, LLC
Ridgewood Investments LLC
Winter & Associates, Inc.
USA Financial Portformulas Corp
Financial Engines Advisors L.L.C.
Ark & Tlk Investments, Llc
SRS Capital Advisors, Inc.
Wiley Bros.-aintree Capital, Llc
Miller Capital Partners, Inc.
Jump Financial, LLC
Roble, Belko & Company, Inc
Beverly Hills Private Wealth, LLC
Meridian Wealth Partners, LLC
4wealth Advisors, Inc.
Manhattan West Asset Management, LLC
Brookstone Capital Management
Whittier Trust Co
Cravens & Co Advisors, LLC
White Lighthouse Investment Management Inc.
Arista Wealth Management, LLC
CoreCap Advisors, LLC
Capital Advisors, Ltd. LLC
E&G Advisors, LP
Scotia Capital Inc.
Parkway Wealth Management Group, LLC
TPG Financial Advisors, LLC
Frontier Asset Management, LLC
Chris Bulman Inc
Jackson Hole Capital Partners, LLC
Pinnacle Financial Group, LLC / IL
Kaizen Financial Strategies
AlTi Global, Inc.
Ruedi Wealth Management, Inc.
SHP Wealth Management
Hayek Kallen Investment Management
Zhang Financial LLC
LifeGuide Financial Advisors, LLC
Mesirow Financial Investment Management, Inc.
Midwestern Financial, LLC /IA
Keybank National Association/oh
Security Financial Services, INC.
Ausdal Financial Partners, Inc.
Central Valley Advisors, Llc
Werba Rubin Papier Wealth Management
Beacon Investment Advisory Services, Inc.
Kingdom Financial Group LLC.
Level Four Advisory Services, Llc
Western Wealth Management, LLC
Valpey Financial Services, LLC
E&R Wealth Management, LLC
Venturi Wealth Management, LLC
Leuthold Group, Llc
Guardsman Private Capital Management, Inc.
Novem Group
Mcguire Capital Advisors Inc
Miracle Mile Advisors, LLC
Moody National Bank Trust Division
Nova Wealth Management, Inc.
Hrt Financial Lp
NorthRock Partners, LLC
Kw Wealth Management Llc
O'shaughnessy Asset Management, Llc
Aptus Capital Advisors, LLC
True Vision MN LLC
True Link Financial Advisors, LLC
Hanson & Doremus Investment Management
Lazard Asset Management Llc
Klaas Financial Asset Advisors, LLC
Savvy Advisors, Inc.
Heritage Wealth Management, Inc. /CA/
Whalen Wealth Management Inc.
Equitable Holdings, Inc.
Nalls Sherbakoff Group, Llc
Maseco Llp
Woodward Diversified Capital, Llc
Red Tortoise LLC
Deutsche Bank Ag\
Continental Investors Services, Inc.
Chicago Partners Investment Group LLC
Magnolia Private Wealth, LLC
Tennessee Valley Asset Management Partners
Noble Family Wealth, LLC
eCIO, Inc.
Ameliora Wealth Management Ltd.
Avion Wealth
CFO4Life Group, LLC
Hilton Capital Management, LLC
SMART Wealth LLC
Heck Capital Advisors, LLC
Envestnet Portfolio Solutions, Inc.
MBE Wealth Management, LLC
Hardin Capital Partners, LLC
Marotta Asset Management
Ameriprise Financial Inc
Capital Wealth Alliance, LLC
Nwam Llc
Acropolis Investment Management, LLC
Presilium Private Wealth, Llc
Charles Schwab Investment Management Inc
Baird Financial Group, Inc.
SBI Securities Co., Ltd.
Jasper Ridge Partners, L.P.
Partners Capital Investment Group, Llp
Kestra Advisory Services, LLC
Westerkirk Capital Inc.
Creative Financial Designs Inc /adv
Boston Family Office Llc
Anchor Investment Management, LLC
Cambridge Investment Research Advisors, Inc.
Founders Financial Alliance, LLC
D.a. Davidson & Co.
CJM Wealth Advisers, Ltd.
Element Pointe Advisors, Llc
Morris Financial Concepts, Inc.
Steffes Financial, Ltd.
Titan Investment Management LLC
OneAscent Investment Solutions LLC
Strategic Advocates LLC
O'Domhnaill Enterprises, Inc.
Osterweis Capital Management Inc
Godfrey Financial Associates, Inc.
Sequoia Financial Advisors, LLC
Hsbc Holdings Plc
J.w. Cole Advisors, Inc.
Federation des caisses Desjardins du Quebec
Tillman Hartley LLC
AMG National Trust Bank
Asset One Wealth Management LLC
Bangor Savings Bank
Pinnacle Wealth Planning Services, Inc.
Inlight Wealth Management, LLC
PFG Investments, LLC
Stratos Wealth Partners, LTD.
Td Private Client Wealth Llc
Nbc Securities, Inc.
Hallmark Capital Management Inc
POM Investment Strategies, LLC
Meritas Wealth Management, LLC
Zrc Wealth Management, Llc
Cheviot Value Management, LLC
Dorsey & Whitney Trust CO LLC
King Luther Capital Management Corp
CFG Wealth Management Services, Inc.
Insight 2811, Inc.
Colonial Trust Co / SC
StoneX Group Inc.
Signal Advisors Wealth, LLC
Mariner, LLC
Insigneo Advisory Services, Llc
Advanced Asset Management Advisors Inc
Rogco, Lp
BridgePort Financial Solutions, LLC
Journey Advisory Group, LLC
Physician Wealth Solutions Inc.
JCIC Asset Management Inc.
TRUE Private Wealth Advisors
Principal Securities, Inc.
Anderson Hoagland & Co
Strategic Investment Solutions, Inc. /IL
M1 Capital Management LLC
Addison Advisors LLC
55 North Private Wealth, LLC
Stephens Consulting, LLC
McIlrath & Eck, LLC
Foster Group, Inc.
Capitolis Liquid Global Markets Llc
DB Fitzpatrick & Co, Inc
Harbor Investment Advisory, Llc
Berkshire Bank
Lodestone Wealth Management LLC
Umb Bank N A/mo
Kovack Advisors, Inc.
VSM Wealth Advisory, LLC
NorthLanding Financial Partners, LLC
Excelsior Advisor Network LLC
Edge Financial Advisors LLC
Vantus Wealth LLC
Hartland & Co., LLC
Alerus Financial Na
Alhambra Investment Partners LLC
SageView Advisory Group, LLC
Core Wealth Partners LLC
LRI Investments, LLC
Mutual Advisors, LLC
McDonough Capital Management, Inc
Assetmark, Inc
Citizens Financial Group Inc/ri
Armstrong Advisory Group, Inc
Ieq Capital, Llc
Jane Street Group, Llc
TD Waterhouse Canada Inc.
Disciplined Investments, LLC
Culbertson A N & Co Inc
Broussard Financial Group LLC
Embree Financial Group
AG Campbell Advisory, LLC
BlackRock, Inc.
Monument Group Wealth Advisors, LLC
Safir Wealth Advisors, LLC
Grandview Asset Management LLC
Everett Harris & Co /ca/
Change Path, LLC
KDT Advisors, LLC
FSM Wealth Advisors, LLC
Wit, Llc
Twin Lakes Capital Management, LLC
Jacobi Capital Management LLC
First National Bank Of Omaha
Silverlake Wealth Management Llc
Principia Wealth Advisory, LLC
CWC Advisors, LLC.
Key FInancial Inc
Russell Investments Group, Ltd.
Stonekeep Investments, LLC
Unison Advisors LLC
BancFirst Trust & Investment Management
Mirae Asset Global Investments Co., Ltd.
Delta Investment Management, LLC
Larson Financial Group LLC
Values First Advisors, Inc.
IVC Wealth Advisors LLC
Redwood Investment Management, Llc
Trustmark National Bank Trust Department
EverSource Wealth Advisors, LLC
Ami Investment Management Inc
Summit Financial, LLC
Arena Capital Advisors, LLC- CA
Elmwood Wealth Management, Inc.
HighTower Advisors, LLC
Cwm, Llc
Beaird Harris Wealth Management, LLC
Studio Investment Management Llc
GFS Advisors, LLC
Kensington Asset Management, LLC
Fountainhead AM, LLC
Legacy Wealth Asset Management, LLC
TMB Capital Partners, LLC
Guardian Wealth Management, LLC
Diversified Trust Co
Amussen Hunsaker Associates Llc
Lloyd Advisory Services, LLC.
Camden Capital, LLC
Oak Family Advisors, Llc
Alliancebernstein L.p.
Stratos Wealth Advisors, LLC
Charis Legacy Partners, LLC
Breakwater Investment Management
First Commonwealth Financial Corp /pa/
Valeo Financial Advisors, LLC
Rehmann Capital Advisory Group
Birchwood Financial Partners, Inc.
Howe & Rusling Inc
Courier Capital Llc
Gotham Asset Management, LLC
Fifth Third Securities, Inc.
EP Wealth Advisors, Inc.
Coston, McIsaac & Partners
Benjamin Edwards Inc
Wellspring Financial Advisors, LLC
Leavell Investment Management, Inc.
Ubs Asset Management Americas Inc
SeaBridge Investment Advisors LLC
Wayfinding Financial, LLC
Wolff Financial Management Llc
Bcm Advisors, Llc
Avestar Capital, LLC
Eagle Strategies LLC
Strategic Advisory Partners, Llc
Calder Financial LLC
Ashton Thomas Private Wealth, LLC
Sanctuary Advisors, LLC
TrueWealth Advisors, LLC
Ritter Daniher Financial Advisory LLC / DE
Savant Capital, LLC
Bartlett & Co. Wealth Management Llc
Checchi Capital Advisers, LLC
Talon Private Wealth, LLC
Calton & Associates, Inc.
CI Private Wealth, LLC
R. W. Roge & Company, Inc.
Biltmore Wealth Management, LLC
Jfs Wealth Advisors, Llc
Golden State Wealth Management, LLC
Centurion Wealth Management LLC
Five Pine Wealth Management
Financial Advisory Service, Inc.
Tiaa-cref Individual & Institutional Services, Llc
Circle Wealth Management, LLC
Asset Dedication, LLC
Cape Ann Savings Bank
Blume Capital Management, Inc.
Mill Creek Capital Advisors, LLC
Burney Co/
Northern Trust Corp
David Kennon Inc
Wealth Dimensions Group, Ltd.
Schiavi & Co LLC
Enclave Advisors LLC
First Horizon Corp
Green Square Capital Advisors Llc
Summit Wealth Partners, LLC
Dynamic Advisor Solutions LLC
Vernal Point Advisors, LLC
Jpmorgan Chase & Co
WJ Financial Advisors LLC
Verus Financial Partners, Inc.
Integrated Wealth Concepts LLC
Morgan Stanley
Vise Technologies, Inc.
Vertrix Wealth Management, LLC
Cdkv Holdings Llc
Ashton Thomas Securities, Llc
Planning Center, Inc.
Johns Hopkins University
Perigon Wealth Management, LLC
Massmutual Trust Co Fsb/adv
Atomi Financial Group, Inc.
Roth Financial Partners LLC
Sound Portfolio Advisors, LLC
Brucke Financial, Inc.
Oppenheimer & Co Inc
Seizert Capital Partners, Llc
Websterrogers Financial Advisors, Llc
Hassell Wealth Management, LLC
Altfest L J & Co Inc
Webster Bank, N. A.
Warren Averett Asset Management, LLC
Archford Capital Strategies, LLC
Concord Asset Management, LLC/VA
Annandale Capital, LLC
Sovran Advisors, LLC
XY Planning Network, Inc.
Tranquilli Financial Advisor LLC
Human Investing LLC
CWA Asset Management Group, LLC
Wsfs Capital Management, Llc
Aventura Private Wealth, LLC
Summit Trail Advisors, Llc
Phillips Financial Management, Llc
Shah Capital Management
Oak Harvest Investment Services
Causey Wealth LLC
Evanson Asset Management, LLC
Hexagon Capital Partners LLC
Colony Group, LLC
Bull Street Advisors, LLC
Hills Bank & Trust Co
Jaffetilchin Investment Partners, LLC
Franklin Resources Inc
Belpointe Asset Management LLC
Strategic Point Investment Advisors, LLC
RWM Asset Management, LLC
Metropolitan Life Insurance Co/ny
Tompkins Financial Corp
Taylor, Cottrill, Erickson & Associates, Inc.
Successful Portfolios LLC
Braun-Bostich & Associates Inc.
Charles Schwab Trust Co
Seven Springs Wealth Group, LLC
Stifel Financial Corp
Signaturefd, Llc
Rialto Wealth Management, LLC
Arlington Partners LLC
ABLE Financial Group, LLC
North Dallas Bank & Trust Co
Caldwell Trust Co
FCG Investment Co
Facet Wealth, Inc.
CWS Financial Advisors, LLC
Robertson Stephens Wealth Management, LLC
Hurlow Wealth Management Group, Inc.
Grove Street Fiduciary, LLC
Compass Wealth Management, LLC/GA
Manufacturers Life Insurance Company, The
Alpha Cubed Investments, LLC
Donoghue Forlines LLC
Anchor Capital Advisors Llc
Capital Investment Services of America, Inc.
First County Bank /CT/
Raleigh Capital Management Inc.
Prudential Plc
Mml Investors Services, Llc
Hantz Financial Services, Inc.
Echo45 Advisors LLC
Avalon Trust Co
Bank of New York Mellon Corp
Scopus Asset Management, L.p.
Modera Wealth Management, LLC
American National Bank
AdvisorNet Financial, Inc
Life Line Wealth Management Llc
Kure Advisory, LLC
Oak Grove Capital LLC
Fullerton Advisors, LLC
Clarity Capital Advisors, LLC
TrustWell Financial Advisors, LLC
Level Financial Advisors, Inc.
Clearwave Capital, LLC
International Assets Investment Management, Llc
Snowden Capital Advisors LLC
Simplicity Wealth,LLC
LifeWealth Investments, LLC
MBA Advisors LLC
Royal Bank Of Canada
Addis & Hill, Inc
Aries Wealth Management
Tucker Asset Management Llc
Middleton & Co Inc/ma
Ronald Blue Trust, Inc.
Bear Mountain Capital, Inc.
Marion Wealth Management
Elite Financial, Inc.
Arcadia Investment Advisors Llc
Hancock Whitney Corp
Beacon Capital Management, Inc.
Independent Wealth Network Inc.
Birchcreek Wealth Management, LLC
Congress Park Capital LLC
Community Financial Services Group, LLC
Cetera Investment Advisers
Advisory Alpha, LLC
Raymond James Financial Inc
Peak Asset Management, LLC
Centennial Bank/AR/
Founders Financial Securities Llc
Orgel Wealth Management, LLC
Truist Financial Corp
First American Trust, Fsb
Motiv8 Investments LLC
C M Bidwell & Associates Ltd
Pnc Financial Services Group, Inc.
Parallel Advisors, LLC
Absolute Capital Management, LLC
Gts Securities Llc
Spectrum Planning & Advisory Services Inc.
Meridian Wealth Management, LLC
Evelyn Partners Asset Management Ltd
RoundAngle Advisors LLC
Evoke Wealth, Llc
Sowell Financial Services LLC
Albion Financial Group /ut
Tower Research Capital LLC (TRC)
Koshinski Asset Management, Inc.
Thrivent Financial For Lutherans
Greenwood Capital Associates Llc
D.B. Root & Company, LLC
Easterly Investment Partners Llc
Freestate Advisors LLC
Avise Financial Cooperative, Inc.
Pathstone Holdings, LLC
BIP Wealth, LLC
Fwl Investment Management, Llc
Schulz Wealth, LTD.
Cresset Asset Management, LLC
Entrust Financial Llc
Whitcomb & Hess, Inc.
Strategic Financial Services, Inc,
Petra Financial Advisors Inc
Foundations Investment Advisors, LLC
Northern Oak Wealth Management Inc
Triad Investment Management
MOKAN Wealth Management Inc.
Rockbridge Investment Management, LCC
Vista Cima Wealth Management LLC
First Bancorp, Inc /ME/
Shayne & Co., Llc
Bard Associates Inc
LJI Wealth Management, LLC
Colony Family Offices, LLC
Roundview Capital LLC
Master's Wealth Management Inc.
Wedmont Private Capital
Sfmg, Llc
Mission Wealth Management, Lp
Brown, Lisle/cummings, Inc.
Tolleson Wealth Management, Inc.
ETF Portfolio Partners, Inc.
Autumn Glory Partners, LLC
Lake Hills Wealth Management, LLC
Impact Investors, Inc
Stephens Inc /ar/
Core Wealth Advisors, Inc.
Members Advisory Group LLC
Invariant Investment Management
Vanguard Advisers Inc
Lauer Wealth, LLC
Efficient Advisors, LLC
Vista Investment Management
Wright Wealth Llc
Adviser Investments LLC
Sand Hill Global Advisors, LLC
Murphy & Mullick Capital Management Corp
Wescott Financial Advisory Group, LLC
Main Street Financial Solutions, LLC
Fortune Financial Advisors, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
Falcon Wealth Planning
Winch Advisory Services, LLC
Maridea Wealth Management LLC
Pekin Hardy Strauss, Inc.
Eastern Bank
Thoroughbred Financial Services, Llc
Seven Mile Advisory
Transamerica Financial Advisors, Inc.
Cornerstone Financial Group, LLC /NE/
Wall Street Access Asset Management, LLC
Prime Capital Investment Advisors, LLC
Peapack Gladstone Financial Corp
Wells Fargo & Company/mn
BCJ Capital Management, LLC
Brinker Capital Investments, LLC
Rossby Financial, LCC
Rockefeller Capital Management L.P.
Fifth Third Bancorp
Patten & Patten Inc/tn
Melfa Wealth Management, Llc
Mather Group, Llc.
Farther Finance Advisors, LLC
Approach Retirement Advisors, LLC
Disciplina Capital Management LLC
Compton Wealth Advisory Group, LLC
Flagship Wealth Advisors, Llc
Harbor Capital Advisors, Inc.
Founders Grove Wealth Partners, Llc
RFG Advisory, LLC
Birchbrook, Inc.
DecisionPoint Financial, LLC
Horizon Investments, LLC
Meramec Financial Planners, LLC
Pallas Capital Advisors LLC
Chemistry Wealth Management LLC
MainStreet Investment Advisors LLC
United Capital Financial Advisers, Llc
Mount Yale Investment Advisors, LLC
Rothschild Capital Partners, LLC
Mosaic Family Wealth Partners, Llc
Beaumont Financial Advisors, LLC
Marietta Wealth Management, LLC
Iams Wealth Management, Llc
AXS Investments LLC
Signet Financial Management, Llc
Pacific Financial Group Inc
Janney Montgomery Scott LLC
U.S. Capital Wealth Advisors, LLC
Beacon Financial Strategies CORP
Muirfield Wealth Advisors Llc
TCG Advisory Services, LLC
Versant Capital Management, Inc
Simplex Trading, Llc
BRYN MAWR TRUST Co
Arkansas Financial Group, Inc.
Wealth Enhancement Advisory Services, Llc
Henson-Edgewater Management, LLC
Certified Advisory Corp
Hummer Financial Advisory Services Inc
Strata Wealth Advisors, LLC
Ares Financial Consulting, LLC
Oakmont Advisory Group, LLC
Creative Planning
Sage Mountain Advisors LLC
Minot DeBlois Advisors LLC
Tortoise Investment Management, LLC
McAdam, LLC
Old National Bancorp /in/
Orion Capital Management LLC
Cardiff Park Advisors, Llc
Capital Investment Advisors, LLC
Sound Income Strategies, LLC
Cornerstone Financial Management LLC
Kestra Private Wealth Services, Llc
Pine Harbor Wealth Management, LLC
Estate Counselors, LLC
Kitching Partners, Llc
Nicolet Advisory Services, Llc
CENTRAL TRUST Co
Smartleaf Asset Management LLC
Topsail Wealth Management, LLC
Horizon Kinetics Asset Management Llc
Register Financial Advisors LLC
EJMK Ventures LLC
Concord Wealth Partners
Salomon & Ludwin, LLC
Bearing Point Capital, Llc
Hobbs Group Advisors, LLC
Captrust Financial Advisors
Cypress Capital, LLC
Financial Management Professionals, Inc.
Cordatus Wealth Management LLC
Summit Global Investments
Indivisible Partners
Snider Financial Group
Financial Partners Group, Inc
Windward Private Wealth Management Inc.
Manchester Capital Management LLC
Kuhn & Co Investment Counsel
Carlton Hofferkamp & Jenks Wealth Management, LLC
Retirement Planning Group
Great Valley Advisor Group, Inc.
Capital Investment Counsel, LLC
Nepc Llc
Silver Oak Advisory Group, Inc.
Titleist Asset Management, Llc
REDW Wealth LLC
First Heartland Consultants, Inc.
Trinity Wealth Management, LLC
Meyer Handelman Co
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Transcendent Capital Group LLC
Montag A & Associates Inc
Capital Investment Advisory Services, LLC
Scratch Capital Llc
RMB Capital Management, LLC
Brown Brothers Harriman & Co
Miller Financial Services LLC
Carnegie Capital Asset Management, LLC
Perkins Coie Trust Co
Stokes Family Office, LLC
Fairscale Capital, LLC
Mb, Levis & Associates, Llc
Allen Investment Management LLC
Sepio Capital, LP
Opus Financial Solutions LLC
Brickley Wealth Management
McMillan Office, Inc.
M&t Bank Corp
Apollon Financial, LLC
Addison Capital Co
Parr Mcknight Wealth Management Group, Llc
Lifeworks Advisors, LLC
Dynamic Wealth Strategies, LLC
Diversify Wealth Management, Llc
JPL Wealth Management, LLC
Aegis Wealth Management LLC
High Net Worth Advisory Group LLC
Applied Capital LLC
Sage Financial Management Group, Inc.
Nicolet Bankshares Inc
Balboa Wealth Partners
Apella Capital, LLC
Evansbrook LLC
Glenview Trust Co
Ballentine Partners, LLC
Spectrum Financial Alliance Ltd LLC
Stirlingshire Investments, Inc.
Mills Wealth Advisors LLC
Institute for Wealth Management, LLC.
Welch Group, LLC
Warwick Investment Management, Inc.
Advyzon Investment Management, LLC
626 Financial, LLC
Kassira Wealth Management LLC
Sigma Planning Corp
Cerity Partners LLC
Cedar Wealth Management, LLC
Integrity Advisory Solutions, LLC
GHP Investment Advisors, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Stone House Investment Management, LLC
IMPACTfolio, LLC
Mittelman Wealth Management
Rbo & Co Llc
Evensky & Katz LLC
Rosenberg Matthew Hamilton
Vanguard Group Inc
Compass Ion Advisors, LLC
Wbh Advisory Inc
Evergreen Capital Management Llc
Fiduciary Trust Co
Investors Research Corp
Networth Advisors, LLC
SCS Capital Management LLC
Veracity Capital LLC
Orser Capital Management, Llc
Vertex Investment Solutions Co., Ltd.
Rakuten Securities, Inc.
Invesco Ltd.
Elm Partners Management LLC
GeoWealth Management, LLC
Evelyn Partners Investment Management (Europe) Ltd
GEN Financial Management, INC.
Capitolis Liquid Global Markets LLC
Ameritas Advisory Services, LLC
Steward Partners Investment Advisory, Llc
Capstone Wealth Management Group, Llc
NewSquare Capital LLC
Flagship Harbor Advisors, Llc
VisionPoint Advisory Group, LLC
Navigation Wealth Management, Inc.
Valmark Advisers, Inc.
Citadel Advisors Llc
HFM Investment Advisors, LLC
AEGON USA Investment Management, LLC
REAP Financial Group, LLC
Squarepoint Ops LLC
Diligent Investors, LLC
Lowe Brockenbrough & Co Inc
Emerald Investment Advisers, LLC
Wingate Wealth Advisors, Inc.
McLean Asset Management Corp
Thurston, Springer, Miller, Herd & Titak, Inc.
UBS Group AG
Ameritas Investment Partners, Inc.
PW Nova Financial Services LLC
Bank Of America Corp /de/
Montecito Bank & Trust
Advisor Group Holdings, Inc.
Carroll Advisory Group, LLC
Olistico Wealth, LLC
WCG Wealth Advisors LLC
Hazlett, Burt & Watson, Inc.
Peregrine Asset Advisers, Inc.
Climber Capital SA
SILVER OAK SECURITIES, Inc
Ethos Financial Group, LLC
Verus Capital Partners, Llc
Mayport, Llc
Nemes Rush Group LLC
Eukles Asset Management
Park Avenue Securities Llc
Comerica Bank
Cypress Capital Advisors, LLC
Commonwealth Equity Services, Llc
Arlington Trust Co LLC
Rs Crum Inc.
National Bank Of Canada /fi/
Essential Planning, LLC.
West Chester Capital Advisors, Inc
Altiora Financial Group, LLC
TRB Wealth Management, LLC
Private Advisor Group, LLC
Fmr Llc
Resources Investment Advisors, LLC.
Cary Street Partner Investment Advisory Llc
Curran Financial Partners, LLC
Activest Wealth Management
Trust Co Of Vermont
Capstone Wealth Management Group LLC
Gateway Wealth Partners, LLC
Discipline Wealth Solutions, LLC
Novak & Powell Financial Services, Inc.
First Financial Bankshares Inc
Blueline Advisors Llc
Harbour Investments, Inc.
Accurate Wealth Management, LLC
Investment Advisory Group, LLC
MCF Advisors LLC
Berger Financial Group, Inc
Geneos Wealth Management Inc.
Strive Financial Group ,LLC
Lido Advisors, LLC
Mosley Wealth Management
Arcus Capital Partners, LLC
Pinnacle Financial Partners, Inc.
Vestwell Advisors, LLC
Pure Financial Advisors, Inc.
Prodigy Asset Management LLC
Integrated Advisors Network LLC
Allworth Financial LP
Retirement Financial Solutions, Llc
Nomura Asset Management Co Ltd
Sanibel Captiva Trust Company, Inc.
Brown Advisory Inc
Envestnet Asset Management Inc
Headinvest, Llc
DMG Group, LLC
Towneley Capital Management, Inc / DE
Procyon Private Wealth Partners, LLC
Pacitti Group Inc.
IFC & Insurance Marketing, Inc.
DAVENPORT & Co LLC
Grantham, Mayo, Van Otterloo & Co. LLC
Betterment LLC
Advisors Asset Management, Inc.
Belleair Asset Management, LLC
MidFirst Bank
CBM Financial, LLC
Capital Advisors Inc/ok
Quantinno Capital Management LP
ORG Wealth Partners, LLC
Portland Global Advisors LLC
Amicus Financial Advisors, LLC
St Germain D J Co Inc
Hilltop Holdings Inc.
Walser Wealth Management Company, A Ltd Liability Co
Rothschild Investment Llc
VERITY Wealth Advisors
Bell Bank
AlphaCore Capital LLC
Mercer Global Advisors Inc /adv
Bank of Jackson Hole Trust
ProVise Management Group, LLC
Opus Capital Group, LLC
Argent Trust Co
Ambassador Advisors, LLC
Integrity Wealth Partners, LLC
BancorpSouth Bank
Independent Financial Group, Llc
Capital Asset Advisory Services LLC
Seacrest Wealth Management, Llc
Advisory Services Network, LLC
First Pacific Financial
Thomas Story & Son Llc
Raab & Moskowitz Asset Management LLC
Investure, LLC
Trust Point Inc.
49 Wealth Management, Llc
Bank Of Montreal /can/
Lodestar Private Asset Management Llc
Sellwood Investment Partners LLC
BluePrint Investing LLC
Immaculate Wealth Management LLC
Arkadios Wealth Advisors
Alteri Wealth LLC
Essential Partners LLC
Graney & King, LLC
Cordant, Inc.
Truepoint, Inc.
Rsm Us Wealth Management Llc
Miller Investment Management, LP
Johnson Financial Group, Inc.
Madrid Wealth Management, LLC
Lionshead Wealth Management, LLC
Neuberger Berman Group LLC
Greenspring Advisors, LLC
Reuter James Wealth Management, Llc
DDD Partners, LLC
Monograph Wealth Advisors, Llc
Viawealth, Llc
Independent Advisor Alliance
D'Orazio & Associates, Inc.
Synergy Investment Management, LLC
Us Bancorp \de\
Bessemer Group Inc
Seeds Investor Llc
Coldstream Capital Management Inc
Cambient Family Office, Llc
Shufro Rose & Co Llc
Global Retirement Partners, LLC
Zacks Investment Management
Quest 10 Wealth Builders, Inc.
Archer Investment Corp
Sentinus, LLC
Dunhill Financial, LLC
Retirement Capital Strategies
Balentine LLC
Axxcess Wealth Management, Llc
CIBC Private Wealth Group, LLC
Defined Wealth Management, Llc
Vision Financial Markets Llc
Goldman Sachs Group Inc
American Investment Services, Inc.
Intrua Financial, LLC
Dakota Wealth Management
Gibraltar Capital Management, Inc.
NewEdge Wealth, LLC
TrueWealth Financial Partners
Evermay Wealth Management Llc
CIBC Bancorp USA Inc.
Pacific Park Financial, Inc.
B.O.S.S. Retirement Advisors, LLC
Talisman Wealth Advisors LLC
Crews Bank & Trust
Capital Analysts, Inc.
Laraway Financial Inc
Chesley Taft & Associates LLC
Rockingstone Advisors LLC
Fund Evaluation Group, LLC
TIAA Wealth Investment Management LLC
Alta Advisers Ltd
Motco
Walkner Condon Financial Advisors LLC
Pasadena Private Wealth, LLC
State Street Corp
ORG Partners LLC
American Money Management, LLC
Mmbg Investment Advisors Co.
Horizon Financial Services, Llc
Kilter Group LLC
Mason Investment Advisory Services, Inc.
Blackhawk Capital Partners LLC.
Bragg Financial Advisors, Inc
West Paces Advisors Inc.
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