GB:0LO7 / Vanguard Index Funds - Vanguard Mid-Cap Value ETF - Net Long/Short Value

Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GB ˙ LSE ˙ US9229085124
144,47 USD ↓ -1,73 (-1,18%)
2023-12-18
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GB:0LO7 / Vanguard Index Funds - Vanguard Mid-Cap Value ETF - Net Long/Short Value
Această pagină oferă evaluările nete long/short pentru fiecare deținere instituțională raportată prin dosarele 13F sau NPORT. Pentru a calcula valoarea netă lung/short, adăugăm valoarea acțiunilor la valoarea opțiunii call și scădem valoarea opțiunii put. Fondurile care raportează poziții împrumutate pe scurt vor raporta valorile acțiunilor drept negative. Pozițiile lungi nete vor avea numere pozitive în coloana lung/short net, iar pozițiile scurte nete vor avea valori negative în acea coloană.
Proprietar Valoarea capitalului propriu
(1000 USD)
Valoarea apelului
(1000 USD)
Pune valoare
(1000 USD)
Net lung/scurt
(1000 USD)
Entelevest, LLC
Keyvantage Wealth, Llc
Sanibel Captiva Trust Company, Inc.
Cottage Street Advisors LLC
Bogart Wealth, LLC
Arkadios Wealth Advisors
Asset One Wealth Management LLC
Leavell Investment Management, Inc.
Old North State Wealth Management, LLC
Exencial Wealth Advisors, Llc
Ameriprise Financial Inc
EP Wealth Advisors, Inc.
Wolff Financial Management Llc
XY Planning Network, Inc.
Wealthspan Partners, Llc
Maseco Llp
TCG Advisory Services, LLC
Avantax Planning Partners, Inc.
Financial Guidance Group, Inc.
Compton Wealth Advisory Group, LLC
Washington Trust Advisors, Inc.
Prosperity Planning, Inc.
Evoke Wealth, Llc
Russell Investments Group, Ltd.
AIMZ Investment Advisors, LLC
Tyche Wealth Partners LLC
Maltin Wealth Management, Inc.
Praetorian Wealth Management, Inc.
Roof Eidam & Maycock/adv
Connecticut Wealth Management, LLC
Thrivent Financial For Lutherans
MJT & Associates Financial Advisory Group, Inc.
Pacific Sun Financial Corp
Ausdal Financial Partners, Inc.
CIBC Bancorp USA Inc.
SBI Securities Co., Ltd.
Excelsior Advisor Network LLC
Colonial Trust Advisors
Alliancebernstein L.p.
Grantvest Financial Group LLC
Seeds Investor Llc
Hartland & Co., LLC
Envestnet Asset Management Inc
Montag A & Associates Inc
Register Financial Advisors LLC
Insight Advisors, LLC/ PA
Adviser Investments LLC
Peapack Gladstone Financial Corp
Merit Financial Group, LLC
Johnson Investment Counsel Inc
TruNorth Capital Management, LLC
Pacific Center for Financial Services
Global Wealth Strategies & Associates
Captrust Financial Advisors
Silvercrest Asset Management Group Llc
Kornitzer Capital Management Inc /ks
Asset Management Group, Inc.
Optivise Advisory Services LLC
CoreCap Advisors, LLC
Janney Montgomery Scott LLC
M&t Bank Corp
Synergy Financial Management, LLC
Scott Capital Advisors, LLC
Basepoint Wealth LLC
Capital Advisors, Ltd. LLC
Elm Partners Management LLC
Susquehanna International Group, Llp
Atwood & Palmer Inc
Sofos Investments, Inc.
Zrc Wealth Management, Llc
AMG National Trust Bank
Cooke Wealth Management, LLC
OLIO Financial Planning
Schneider Downs Wealth Management Advisors, LP
Park National Corp /oh/
Sowell Financial Services LLC
Private Wealth Management Group, LLC
Signal Advisors Wealth, LLC
Moisand Fitzgerald Tamayo, LLC
IVC Wealth Advisors LLC
Prime Capital Investment Advisors, LLC
O'ROURKE & COMPANY, Inc
Gilman Hill Asset Management, LLC
JPL Wealth Management, LLC
Collaborative Wealth Managment Inc.
Beaird Harris Wealth Management, LLC
Trust Co
Mercer Global Advisors Inc /adv
Cdkv Holdings Llc
Astra Wealth Partners LLC
Beacon Financial Advisory LLC
Whittier Trust Co Of Nevada Inc
Joseph P. Lucia & Associates, LLC
Yoder Wealth Management, Inc.
Opal Wealth Advisors, LLC
Holderness Investments Co
Jackson, Grant Investment Advisers, Inc.
Vise Technologies, Inc.
Parsons Capital Management Inc/ri
Empirical Finance, LLC
Prestige Wealth Management Group LLC
Sendero Wealth Management, LLC
Harbour Investments, Inc.
Glass Jacobson Investment Advisors llc
Keating Financial Advisory Services, Inc.
Nicolet Advisory Services, Llc
Clarity Capital Advisors, LLC
HB Wealth Management, LLC
Signet Financial Management, Llc
Front Row Advisors LLC
MorganRosel Wealth Management, LLC
Johnson Financial Group, Inc.
Meramec Financial Planners, LLC
Operose Advisors LLC
Napier Financial, LLC
Bishop & Co Investment Management, LLC
TPG Financial Advisors, LLC
Talon Private Wealth, LLC
Holos Integrated Wealth LLC
Versant Capital Management, Inc
Bailard, Inc.
Woodard & Co Asset Management Group Inc /adv
Anchor Investment Management, LLC
Pacific Excel Wealth Advisors, Inc.
Gladwyn Financial Advisors, Inc.
Oxford Financial Group Ltd
Houlihan Financial Resource Group, Ltd.
G2 Capital Management, Llc / Oh
McGlone Suttner Wealth Management, Inc.
Wealthcare Advisory Partners LLC
Fmr Llc
Perigon Wealth Management, LLC
Badgley Phelps Wealth Managers, LLC
Pure Financial Advisors, Inc.
Tacita Capital Inc
Theory Financial Llc
Croban
Topsail Wealth Management, LLC
Wealth Enhancement Trust Services, Inc.
Hamrick Investment Counsel, llc
Matrix Private Capital Group Llc
Dynamic Advisor Solutions LLC
Simmons Bank
Nbt Bank N A /ny
Eagle Bay Advisors LLC
SRS Capital Advisors, Inc.
Oppenheimer & Co Inc
Running Point Capital Advisors, LLC
Marshall Investment Management, Llc
True Link Financial Advisors, LLC
Evanson Asset Management, LLC
Magnus Financial Group LLC
CI Private Wealth, LLC
Clark Asset Management, LLC
Equitable Holdings, Inc.
Resources Management Corp /ct/ /adv
Focus Financial Network, Inc.
Sittner & Nelson, Llc
St Germain D J Co Inc
Hegarty Advisors, LLC
Your Advocates Ltd., LLP
Trilogy Capital Inc.
Sage Mountain Advisors LLC
TIAA Wealth Investment Management LLC
Farmers & Merchants Trust Co of Chambersburg PA
Td Private Client Wealth Llc
RoundAngle Advisors LLC
Aptus Capital Advisors, LLC
Mma Asset Management Llc
City State Bank
Diversify Wealth Management, Llc
Independent Financial Group, Llc
First Financial Corp /in/
Bank Of Montreal /can/
Curated Wealth Partners LLC
Wealth Science Advisors LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Blair William & Co/il
Breakwater Capital Group
Cerity Partners LLC
SJS Investment Consulting Inc.
Royal Bank Of Canada
Tenret Co LLC
Cascade Financial Partners, LLC
Leading Edge Financial Planning LLC
Millstone Evans Group, LLC
Wilkerson Advisory Group LLC
Creative Planning
Marquette Associates, Inc.
Allworth Financial LP
Causey Wealth LLC
Walsh & Associates, LLC
Franklin Resources Inc
Summit Wealth Group Llc / Co
Envestnet Portfolio Solutions, Inc.
New Republic Capital, LLC
Opes Wealth Management LLC
Forum Financial Management, LP
Private Wealth Asset Management, LLC
LMG Wealth Partners, LLC
Simplicity Wealth,LLC
Texas Yale Capital Corp.
White Lighthouse Investment Management Inc.
Ascent Group, LLC
Titleist Asset Management, Llc
Savant Capital, LLC
First Bancorp, Inc /ME/
Navis Wealth Advisors, LLC
Abound Wealth Management
SilverOak Wealth Management LLC
United Financial Planning Group LLC
First United Bank Trust/
Mustard Seed Financial, LLC
Pnc Financial Services Group, Inc.
Caldwell Trust Co
Salem Investment Counselors Inc
SC&H Financial Advisors, Inc.
Cary Street Partner Investment Advisory Llc
Evolution Wealth Management Inc.
CBIZ Investment Advisory Services, LLC
Waller Financial Planning Group, Inc
Coldstream Capital Management Inc
Rockingstone Advisors LLC
Vantagepoint Investment Advisers Llc
Beacon Financial Strategies CORP
Kozak & Associates, Inc.
Colony Group, LLC
Signature Estate & Investment Advisors Llc
Retirement Income Solutions, Inc
Comprehensive Financial Planning, Inc./PA
Ameritas Investment Partners, Inc.
Orgel Wealth Management, LLC
Whalerock Point Partners, Llc
Marquette Asset Management, LLC
Global Retirement Partners, LLC
Ironwood Financial, llc
Financial Alternatives, Inc
Bradley Foster & Sargent Inc/ct
BKD Wealth Advisors, LLC
Strategic Family Wealth Counselors, L.L.C.
Cullen/frost Bankers, Inc.
Wellington Management Group Llp
Northwestern Mutual Wealth Management Co
Fifth Third Wealth Advisors LLC
Intelligence Driven Advisers, LLC
Daymark Wealth Partners, Llc
Advantage Trust Co
Kestra Private Wealth Services, Llc
Benjamin Edwards Inc
Cathy Pareto & Associates, Inc
Canandaigua National Corp
One Day In July LLC
Alpine Bank Wealth Management
Sage Financial Group Inc
Diesslin Group, Inc.
BOK Financial Private Wealth, Inc.
Fuller & Thaler Asset Management, Inc.
GHP Investment Advisors, Inc.
Financial Partners Group, Inc
Fiduciary Advisors, Inc.
Noble Family Wealth, LLC
Mml Investors Services, Llc
Tower View Investment Management & Research LLC
Choate Investment Advisors
Phillips Financial Management, Llc
Kingswood Wealth Advisors, Llc
BlackRock, Inc.
TD Capital Management LLC
Aaron Wealth Advisors LLC
Arvest Investments, Inc.
Richmond Investment Services, LLC
AE Wealth Management LLC
Align Financial, LLC
CENTRAL TRUST Co
Stratos Wealth Advisors, LLC
Csenge Advisory Group
Ellevest, Inc.
Sterling Capital Management LLC
Assetmark, Inc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
RMB Capital Management, LLC
Harbor Asset Planning, Inc.
Lodestone Wealth Management LLC
Trust Co Of Vermont
Meridian Wealth Management, LLC
Passumpsic Savings Bank
Cahaba Wealth Management, Inc.
Pasadena Private Wealth, LLC
NewEdge Wealth, LLC
Becker Capital Management Inc
Facet Wealth, Inc.
Emerald Investment Partners, Llc
Pathway Financial Advisors LLC
Whittier Trust Co
Ally Invest Advisors Inc.
St. Louis Trust Co
NovaPoint Capital, LLC
Garrett Investment Advisors LLC
Fortis Capital Advisors, LLC
Cassaday & Co Wealth Management LLC
Florida Financial Advisors, Llc
Main Street Financial Solutions, LLC
Beacon Pointe Advisors, LLC
Mariner, LLC
Greykasell Wealth Strategies, Inc.
Financial Perspectives, Inc
Q3 Asset Management
UMA Financial Services, Inc.
Family Investment Center, Inc.
Nbc Securities, Inc.
Jeppson Wealth Management, Llc
Comerica Bank
Creekside Partners
Peachtree Investment Partners, LLC
Putnam Fl Investment Management Co
Synergy Investment Management, LLC
Mill Creek Capital Advisors, LLC
Beckerman Institutional, LLC
Callan Family Office, LLC
Guidance Point Advisors, LLC
Bnp Paribas Arbitrage, Sa
AlphaCore Capital LLC
SHP Wealth Management
Apella Capital, LLC
Optima Capital Llc
Tiaa-cref Individual & Institutional Services, Llc
Costello Asset Management, INC
Zeit Capital LLC
CIBC Private Wealth Group, LLC
Rossby Financial, LCC
Everest Financial Group LLC
Narus Financial Partners, LLC
OneAscent Financial Services LLC
MONECO Advisors, LLC
Robinson Smith Wealth Advisors Llc
Financial Engines Advisors L.L.C.
FC Advisory LLC
Keybank National Association/oh
Hurley Capital, LLC
Gateway Wealth Partners, LLC
Jacobi Capital Management LLC
Farther Finance Advisors, LLC
NorthRock Partners, LLC
HBW Advisory Services LLC
Clear Harbor Asset Management, LLC
Fft Wealth Management Llc
First Command Advisory Services, Inc.
CIBC World Markets Inc.
TD Waterhouse Canada Inc.
Continuum Advisory, LLC
Rossmore Private Capital
William Mack & Associates, Inc.
Cooper Financial Group
Allred Capital Management, LLC
MidFirst Bank
Armbruster Capital Management, Inc.
Mayfair Advisory Group, LLC
Everhart Financial Group, Inc.
Chicago Partners Investment Group LLC
Breakwater Investment Management
North Capital, Inc.
Jfs Wealth Advisors, Llc
SWAN Capital LLC
IFP Advisors, Inc
Natixis Advisors, L.p.
Aberdeen Wealth Management LLC
Ameliora Wealth Management Ltd.
BCS Wealth Management
FDx Advisors, Inc.
Catalytic Wealth RIA, LLC
Old National Bancorp /in/
LifePlan Investment Advisors, Inc.
Townsend & Associates, Inc
Nwam Llc
Wellspring Financial Advisors, LLC
Rsm Us Wealth Management Llc
Burk Holdings LLC
Rehmann Capital Advisory Group
Robertson Stephens Wealth Management, LLC
Team Financial Group, LLC
N.E.W. Advisory Services LLC
Foundry Financial LLC
Compass Capital Management, Inc
DiNuzzo Private Wealth, Inc.
Mosaic Family Wealth Partners, Llc
Rialto Wealth Management, LLC
Morton Brown Family Wealth, LLC
Hollencrest Capital Management
Paulson Wealth Management Inc.
Addison Advisors LLC
Granite FO LLC
Kilter Group LLC
Long Island Wealth Management, Inc.
Alerus Financial Na
Creative Financial Designs Inc /adv
Sargent Investment Group, LLC
Rhl Group, Llc
Key FInancial Inc
Prospera Capital Management, LLC
ORG Wealth Partners, LLC
MCF Advisors LLC
U.S. Capital Wealth Advisors, LLC
Livet Wealth, LLC
ORG Partners LLC
Dougherty Wealth Advisers LLC
Clark Wealth Partners
Checchi Capital Advisers, LLC
Richards, Merrill & Peterson, Inc.
Kennebec Savings Bank
Kendall Capital Management
Wealth Alliance
Ifrah Financial Services, Inc.
Inspirion Wealth Advisors, Llc
Trust Co Of Toledo Na /oh/
Cambridge Financial Group, LLC
Kestra Advisory Services, LLC
Wedbush Securities Inc
Duncker Streett & Co Inc
Silverlake Wealth Management Llc
Wesbanco Bank Inc
MeadowBrook Investment Advisors LLC
Shepherd Financial Partners LLC
Baring Financial LLC
Vanguard Advisers Inc
Richardson Financial Services Inc.
Brindle & Bay Financial Advisors, LLC
Wiregrass Investment Management Llc
Paradigm Financial Partners, Llc
Legacy Financial Advisors, Inc.
Capital Analysts, Inc.
American Trust
Patten & Patten Inc/tn
Golden State Equity Partners
Truist Financial Corp
Flagship Harbor Advisors, Llc
Wealthspire Advisors, LLC
1 North Wealth Services Llc
Howe & Rusling Inc
Eclectic Associates Inc /adv
Bank Of Hawaii
Valley Forge Investment Consultants Inc Adv
Northwest Bancshares, Inc.
Round Rock Advisors, LLC
Foundations Investment Advisors, LLC
CWA Asset Management Group, LLC
Deutsche Bank Ag\
MAI Capital Management
Friday Financial
Atlas Brown,Inc.
Holistic Planning, LLC
waypoint wealth counsel
Regal Investment Advisors LLC
Olistico Wealth, LLC
Net Worth Advisory Group
Verdence Capital Advisors LLC
ETF Portfolio Partners, Inc.
Forum Private Client Group LLC
SNS Financial Group, LLC
Accel Wealth Management
Monument Group Wealth Advisors, LLC
Buttonwood Financial Advisors Inc.
Renaissance Technologies Llc
RFG Advisory, LLC
UBS Group AG
Fortitude Family Office, LLC
Comprehensive Money Management Services LLC
IHT Wealth Management, LLC
Private Advisor Group, LLC
Lodestar Private Asset Management Llc
Acropolis Investment Management, LLC
Twin Focus Capital Partners, Llc
United Advisor Group, LLC
National Asset Management, Inc.
Thoroughbred Financial Services, Llc
Global Trust Asset Management, LLC
Annis Gardner Whiting Capital Advisors, LLC
Planning Directions Inc
Cerity Partners Retirement Plan Advisors LLC
Dorsey & Whitney Trust CO LLC
Goldman Sachs Group Inc
Alesco Advisors Llc
VSM Wealth Advisory, LLC
Tower Research Capital LLC (TRC)
First Trust Advisors Lp
Sound View Wealth Advisors Group, LLC
Centennial Advisors, LLC
Strategic Advocates LLC
Lauterbach Financial Advisors, LLC
KPP Advisory Services LLC
AG Campbell Advisory, LLC
Petix & Botte Co
Principle Wealth Partners Llc
Turtle Creek Wealth Advisors, LLC
Nations Financial Group Inc, /ia/ /adv
Pinnacle Wealth Management Advisory Group, LLC
Lam Group, Inc.
Archer Investment Corp
Perfromance Wealth Partners, LLC
Sierra Capital LLC
Verus Capital Partners, Llc
Nikulski Financial, Inc.
CX Institutional
Glenview Trust Co
Sharper & Granite LLC
Wells Financial Advisors INC
Great Valley Advisor Group, Inc.
Spire Wealth Management
Stirlingshire Investments, Inc.
International Assets Investment Management, Llc
Warner Financial, Inc
Topel & Distasi Wealth Management, LLC
Revisor Wealth Management LLC
Vanguard Group Inc
Central Pacific Bank - Trust Division
Asset Dedication, LLC
Crane Advisory, LLC
Clarity Asset Management, Inc.
Forza Wealth Management, LLC
Autumn Glory Partners, LLC
HF Advisory Group, LLC
Evergreen Wealth Management, LLC
Members Wealth Llc
Nalls Sherbakoff Group, Llc
Skopos Labs, Inc.
Cozad Asset Management Inc
Empower Advisory Group, LLC
Keystone Financial Services, LLC
Tanglewood Legacy Advisors, LLC
Aqr Capital Management Llc
Wells Fargo & Company/mn
Neuberger Berman Group LLC
Towerpoint Wealth, LLC
Willis Johnson & Associates, Inc.
Vestmark Advisory Solutions, Inc.
UNIVEST FINANCIAL Corp
Integris Wealth Management, LLC
Strive Financial Group ,LLC
Investmark Advisory Group LLC
Barnes Pettey Financial Advisors, Llc
Rollins Financial Advisors, LLC
Sunbelt Securities, Inc.
Farmers & Merchants Investments Inc
Wolff Wiese Magana Llc
StoneX Group Inc.
LightSquare Wealth Management, LLC
McCarthy Grittinger Financial Group, LLC
Glen Eagle Advisors, LLC
Financial Network Wealth Advisors LLC
Presilium Private Wealth, Llc
Wedmont Private Capital
Brookstone Capital Management
RMR Capital Management, LLC
Genesis Private Wealth, Llc
Smartleaf Asset Management LLC
Klingman & Associates, LLC
GAMMA Investing LLC
Quartz Partners, LLC
PFS Partners, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Proffitt & Goodson Inc
Pathstone Holdings, LLC
Sanctuary Advisors, LLC
Wiley Bros.-aintree Capital, Llc
Betterment LLC
We Are One Seven, LLC
Fifth Third Bancorp
Legacy Capital Wealth Partners, LLC
Baldwin Investment Management, LLC
Capital Advantage, Inc.
PlanVest Financial, Inc
First PREMIER Bank
Murphy Pohlad Asset Management LLC
JNBA Financial Advisors
Midwest Trust Co
Aspiriant, Llc
Copia Wealth Management
East Coast Asset Management, LLC.
Buckingham Strategic Partners
Mutual Advisors, LLC
Bragg Financial Advisors, Inc
Independent Wealth Advisors LLC
Kingdom Financial Group LLC.
Moneta Group Investment Advisors Llc
Opinicus Capital, Inc.
Birchbrook, Inc.
BKM Wealth Management, LLC
Heartwood Wealth Advisors LLC
Ibex Wealth Advisors
Directional Asset Management
Armor Investment Advisors, LLC
Noble Wealth Management PBC
NFP Retirement, Inc.
Lmcg Investments, Llc
Insigneo Advisory Services, Llc
Culbertson A N & Co Inc
Integral Investment Advisors, Inc.
Conquis Financial Llc
Hm Payson & Co
Harbor Investment Advisory, Llc
Qrg Capital Management, Inc.
Amara Financial, Llc.
180 Wealth Advisors, Llc
Miracle Mile Advisors, LLC
Financial Management Professionals, Inc.
Summit Trail Advisors, Llc
Paragon Capital Management Ltd
Sagace Wealth Management LLC
HHM Wealth Advisors, LLC
Prospera Financial Services Inc
Founders Financial Securities Llc
North Ridge Wealth Advisors, Inc.
Wealth Preservation Advisors, LLC
Diversified Enterprises, LLC
Lutz Financial Services LLC
Pinnacle Bancorp, Inc.
Echo45 Advisors LLC
KC Investment Advisors, LLC
Werba Rubin Papier Wealth Management
Bruce G. Allen Investments, LLC
Strategic Advisory Partners, Llc
Argent Trust Co
Root Financial Partners, LLC
Retiremitten Financial Llc
Stephens Group Asset Management, Llc
Staley Capital Advisers Inc
North Star Investment Management Corp.
Northern Oak Wealth Management Inc
Sound Income Strategies, LLC
Cary Street Partners Financial Llc
Park Avenue Securities Llc
EverSource Wealth Advisors, LLC
Godfrey Financial Associates, Inc.
Ritter Daniher Financial Advisory LLC / DE
Tiaa Trust, National Association
FSM Wealth Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Hexagon Capital Partners LLC
Armstrong Advisory Group, Inc
Silver Grove Financial Group, Inc.
Goelzer Investment Management, Inc.
Freestone Capital Holdings, LLC
Private Trust Co Na
Equity Wealth Partners, LLC
Oakworth Capital, Inc.
Asempa Wealth Advisors
Plante Moran Financial Advisors, LLC
Traveka Wealth, LLC
BLB&B Advisors, LLC
Bristlecone Value Partners, LLC
D.a. Davidson & Co.
Advisory Alpha, LLC
Bfsg, Llc
Gen-Wealth Partners Inc
DHJJ Financial Advisors, Ltd.
Thompson Davis & Co., Inc.
Flow Traders U.s. Llc
Gotham Asset Management, LLC
Level Financial Advisors, Inc.
Quad-Cities Investment Group, LLC
Wealthfront Advisers Llc
Savvy Advisors, Inc.
Compass Advisory Group LLC
Cascades Capital Asset Management, LLC
Mission Wealth Management, Lp
ERTS Wealth Advisors, LLC
Associated Banc-corp
Planning Project LLC
Spreng Capital Management, Inc.
LPL Financial LLC
First National Bank Of Omaha
Koshinski Asset Management, Inc.
McIlrath & Eck, LLC
Well Done, LLC
Hanson & Doremus Investment Management
Ceera Investments, Llc
Elite Financial, Inc.
Regions Financial Corp
Modern Wealth Management, LLC
Wealth Watch Advisors, INC
Balboa Wealth Partners
Courier Capital Llc
Zions Bancorporation, National Association /ut/
Steigerwald, Gordon & Koch Inc.
Bank of Jackson Hole Trust
Pine Valley Investments Ltd Liability Co
Hsbc Holdings Plc
O'shaughnessy Asset Management, Llc
Bartlett & Co. Wealth Management Llc
Northern Lights Advisors, Inc.
Northern Trust Corp
Berger Financial Group, Inc
Wealth Effects Llc
First Community Trust Na
Genesis Financial Group, LLC
Cornerstone Financial Management LLC
Rockbridge Investment Management, LCC
Orleans Capital Management Corp/la
Berman McAleer LLC
Pittenger & Anderson Inc
Brickley Wealth Management
McAdam, LLC
Spectrum Planning & Advisory Services Inc.
Aire Advisors, Llc
Evermay Wealth Management Llc
Greenup Street Wealth Management Llc
Sapient Capital Llc
Valley National Advisers Inc
Brown Advisory Inc
General American Investors Co Inc
Mount Yale Investment Advisors, LLC
Prelude Capital Management, Llc
Vanguard National Trust Co
Linscomb & Williams, Inc.
Protective Life Corp
Fee-Only Financial Planning, L.C.
Atticus Wealth Management, Llc
Shakespeare Wealth Management, Inc.
Quaker Wealth Management, LLC
Jackson Hole Capital Partners, LLC
Sage Rhino Capital Llc
Pekin Hardy Strauss, Inc.
Western Wealth Management, LLC
Allspring Global Investments Holdings, LLC
Legacy Bridge, LLC
Aviso Wealth Management
Proathlete Wealth Management Llc
Veridan Wealth LLC
Ritholtz Wealth Management
Clayton Financial Group LLC
Ballast Advisors Llc
Cornerstone Wealth Group, LLC
Steward Partners Investment Advisory, Llc
Rockefeller Capital Management L.P.
Lloyd Advisory Services, LLC.
Junk Investment Group, LLC
Midwest Financial Group LLC
Founders Capital Management
Weinberger Asset Management, Inc
Prosperity Consulting Group, LLC
Maryland Capital Advisors Inc.
Payne Capital Management, LLC
Sterling Investment Counsel, LLC
QTR Family Wealth, LLC
Claro Advisors LLC
Cambria Investment Management, L.P.
Graetz Wealth LLC
Columbia Advisory Partners Llc
Westside Investment Management, Inc.
Blossom Wealth Management
Bangor Savings Bank
Kennedy Capital Management, Inc.
Carolina Wealth Advisors, LLC
Brady Martz Wealth Solutions, LLC
Sunrise Financial Services, LLC
Evergreen Wealth Solutions, LLC
Warren Averett Asset Management, LLC
Evergreen Wealth Partners LLC
Brown Financial Advisory
Medallion Wealth Advisors, LLC
Advisor Group Holdings, Inc.
Brand Asset Management Group, Inc.
Bessemer Group Inc
Motco
Kelsey Financial, LLC
Retirement Planning Group
HighPoint Advisor Group LLC
Hazlett, Burt & Watson, Inc.
Tme Financial, Inc.
Investments & Financial Planning, LLC
Valeo Financial Advisors, LLC
Calamos Advisors LLC
Oxbow Advisors, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Capital Asset Managemnet, LLC
Lwm Advisors Inc
HBK Sorce Advisory LLC
Meriwether Wealth & Planning, LLC
Joel Isaacson & Co., LLC
Grove Street Fiduciary, LLC
Wetzel Investment Advisors, Inc.
Fpc Investment Advisory, Inc.
Greenspring Advisors, LLC
Note Advisors, LLC
Berkeley, Inc
Dunhill Financial, LLC
Marin Bay Wealth Advisors, LLC
Fulton Bank, N.a.
First Horizon Corp
Concurrent Investment Advisors, LLC
Hantz Financial Services, Inc.
Evensky & Katz LLC
Dakota Wealth Management
Parcion Private Wealth LLC
Ellenbecker Investment Group
Index Fund Advisors, Inc.
Townsend Asset Management Corp /nc/ /adv
CAPROCK Group, Inc.
Horizon Financial Services, Llc
Three Bridge Wealth Advisors, LLC
Blue Bell Private Wealth Management, Llc
Sigma Planning Corp
Financial Freedom, LLC
Spartan Wealth Advisory Services LLC
Horizon Bancorp Inc /in/
Chapin Davis, Inc.
Gladstone Institutional Advisory LLC
Gibraltar Capital Management, Inc.
Kayne Anderson Rudnick Investment Management Llc
Sollinda Capital Management LLC
Fidelis Capital Partners, LLC
Principal Securities, Inc.
Mitchell Mcleod Pugh & Williams Inc
DDFG, Inc
SOUTH STATE Corp
Wagner Wealth Management, Llc
Fiduciary Financial Group, Llc
Gables Capital Management Inc.
Entrust Financial Llc
Ubs Asset Management Americas Inc
Redmond Asset Management, LLC
Atlantic Edge Private Wealth Management, LLC
Grove Bank & Trust
Verum Partners LLC
Level Four Advisory Services, Llc
MTM Investment Management, LLC
Michels Family Financial, LLC
IAG Wealth Partners, LLC
Fisher Asset Management, LLC
MGB Wealth Management, LLC
Paces Ferry Wealth Advisors, Llc
DeLarme Wealth Management, Inc.
Hamilton Point Investment Advisors, LLC
Certified Advisory Corp
Stillwater Capital Advisors, LLC
Arwa Llc
Raymond James Financial Inc
TAGStone Capital, Inc.
Ameriflex Group, Inc.
Beacon Financial Group
Zhang Financial LLC
Twin Peaks Wealth Advisors, LLC
Lpwm Llc
Avion Wealth
Cwm, Llc
Monetary Solutions, Ltd
Revolve Wealth Partners, LLC
Cravens & Co Advisors, LLC
Rockwood Wealth Management, LLC
Cordant, Inc.
Meredith Wealth Planning
Signature Equity Partners, LLC
Willner & Heller, Llc
True Wealth Design, LLC
ERn Financial, LLC
Signature Resources Capital Management, LLC
Curio Wealth, Llc
Hallmark Capital Management Inc
Richard P Slaughter Associates Inc
Citizens Financial Group Inc/ri
Next Level Private LLC
MRP Capital Investments, LLC
Visionary Wealth Advisors
Clear Investment Research, Llc
Tocqueville Asset Management L.p.
Marino, Stram & Associates Llc
WP Advisors, LLC
Victory Financial Group, Llc
Fifth Third Securities, Inc.
Inlight Wealth Management, LLC
Independent Advisor Alliance
MidWestOne Financial Group, Inc.
First American Trust, Fsb
DAVENPORT & Co LLC
Institute for Wealth Management, LLC.
Alpha Omega Wealth Management LLC
WealthCollab, LLC
Novak & Powell Financial Services, Inc.
Angeles Wealth Management, Llc
Texas Bank & Trust Co
Yeomans Consulting Group, Inc.
Spectrum Investment Advisors, Inc.
Triumph Capital Management
Wingate Wealth Advisors, Inc.
Grey Fox Wealth Advisors, LLC
Coastline Trust Co
Stifel Financial Corp
Cornerstone Planning Group LLC
Integrated Wealth Concepts LLC
Crewe Advisors LLC
Jacobs Equity LLC
Kwmg, Llc
Umb Bank N A/mo
Change Path, LLC
FineMark National Bank & Trust
Prudent Investors Network
HighTower Advisors, LLC
Strategic Investment Advisors / MI
Tompkins Financial Corp
Lido Advisors, LLC
Tower Bridge Advisors
Aventura Private Wealth, LLC
Citadel Advisors Llc
Rodgers & Associates, LTD
Essex Financial Services, Inc.
Baker Ellis Asset Management LLC
Tudor Investment Corp Et Al
Leo Wealth, LLC
Wsfs Capital Management, Llc
Ark & Tlk Investments, Llc
Valmark Advisers, Inc.
McClarren Financial Advisors, Inc.
Heritage Wealth Advisors
Snowden Capital Advisors LLC
Winebrenner Capital Management Llc
Summit Financial, LLC
Strategic Wealth Partners, Ltd.
BHK Investment Advisors, LLC
Crews Bank & Trust
Dodds Wealth, LLC
Y-Intercept (Hong Kong) Ltd
GWM Advisors LLC
West Bancorporation Inc
Saxony Capital Management, LLC
Resources Investment Advisors, LLC.
Pensionmark Financial Group, Llc
OpenArc Corporate Advisory, LLC
GoalVest Advisory LLC
Quest 10 Wealth Builders, Inc.
Fairman Group, LLC
Summit Financial Strategies, Inc.
Tradewinds Capital Management, LLC
Intergy Private Wealth, LLC
Wealth Enhancement Advisory Services, Llc
S.A. Mason LLC
Accurate Wealth Management, LLC
Ridgepath Capital Management LLC
Grand Wealth Management, Llc
Plancorp, LLC
Sepio Capital, LP
Huntington National Bank
Provident Wealth Management, LLC
RTD Financial Advisors, Inc.
Lowery Thomas, Llc
Pingora Partners LLC
Summit Wealth & Retirement Planning, Inc.
POM Investment Strategies, LLC
Signaturefd, Llc
Christine Messmer Pc
Massmutual Trust Co Fsb/adv
Sequoia Financial Advisors, LLC
Bokf, Na
Quadcap Wealth Management, LLC
Centaurus Financial, Inc.
Opus Financial Solutions LLC
WoodTrust Financial Corp
Schwallier Wealth Management LLC
Element Wealth, LLC
Strategic Financial Partners, Ltd.
Fedenia Advisers LLC
Essex Savings Bank
Jane Street Group, Llc
Integrity Financial Corp /WA
Panoramic Investment Advisors, Llc
Envision Financial LLC
Ameritas Advisory Services, LLC
Atria Investments Llc
Exchange Traded Concepts, Llc
Smallwood Wealth Investment Management, LLC
City Holding Co
Financial Advisory Service, Inc.
Bank of Marin
Roxbury Financial LLC
Strategic Advisors LLC
Truepoint, Inc.
Cahill Financial Advisors Inc
Sterling Financial Planning, Inc.
Motiv8 Investments LLC
Fairscale Capital, LLC
Retirement Financial Solutions, Llc
Guardian Wealth Advisors, Llc / Nc
Snider Financial Group
GPS Wealth Strategies Group, LLC
Chapman Financial Group, Llc
Qube Research & Technologies Ltd
Colony Family Offices, LLC
Winch Advisory Services, LLC
Golden State Wealth Management, LLC
Pinnacle Associates Ltd
Gwn Securities Inc.
Investment Research & Advisory Group, Inc.
MSH Capital Advisors LLC
Inspire Advisors, LLC
Guidance Capital, Inc
Pinnacle Financial Partners, Inc.
Legacy Financial Group LLC
Ashton Thomas Private Wealth, LLC
Larson Financial Group LLC
TRB Wealth Management, LLC
Ieq Capital, Llc
Horizon Investments, LLC
Baer Investment Advisory LLC
Coston, McIsaac & Partners
Diversified Management Inc
Oak Harvest Investment Services
Thompson Siegel & Walmsley Llc
Financial Symmetry Inc
Baird Financial Group, Inc.
Sigma Investment Counselors Inc
New England Private Wealth Advisors LLC
Peoples Financial Services Corp.
Ares Financial Consulting, LLC
Jim Saulnier & Associates, Llc
TFB Advisors LLC
Seacrest Wealth Management, Llc
Dynamic Wealth Strategies, LLC
Cove Private Wealth, LLC
Newman Dignan & Sheerar, Inc.
Clear Creek Financial Management, LLC
Cornerstone Wealth Management, LLC
SageView Advisory Group, LLC
Advisors Capital Management, LLC
Caitlin John, LLC
Litman Gregory Asset Management LLC
Citigroup Inc
Lake Street Financial Llc
Allianz Se
HFG Advisors, Inc.
Tanager Wealth Management LLP
Cranbrook Wealth Management, LLC
TopTier Wealth Management, LLC
Commerce Bank
Wellington Grp LLC
Longview Financial Advisors LLC
Kapstone Financial Advisors LLC
Mesirow Financial Investment Management, Inc.
Kingsview Wealth Management, LLC
Peak Retirement Planning, Inc.
Integrated Capital Management, LLC
Freedom Financial Partners LLC
American Money Management, LLC
National Bank Of Canada /fi/
Ronald Blue Trust, Inc.
Brown, Lisle/cummings, Inc.
Center for Financial Planning, Inc.
Taylor & Morgan Wealth Management, LLC
CJM Wealth Advisers, Ltd.
Frazier Financial Advisors, LLC
Providence Capital Advisors, LLC
Foundation Wealth Management, LLC\PA
Advyzon Investment Management, LLC
ProVise Management Group, LLC
Drucker Wealth 3.0, LLC
SOA Wealth Advisors, LLC.
Eukles Asset Management
C M Bidwell & Associates Ltd
BankPlus Trust Department
May Barnhard Investments LLC
Indivisible Partners
Sachetta, LLC
Blueline Advisors Llc
Hilltop National Bank
Black Diamond Financial, LLC
Embree Financial Group
Bank of New York Mellon Corp
Eagle Strategies LLC
Stokes Family Office, LLC
Three Arch Wealth Management LLC
Bridges Investment Management Inc
West Branch Capital LLC
Avant Capital LLC
Tritonpoint Wealth, Llc
Strategic Wealth Advisors LLC
Jpmorgan Chase & Co
Laurel Oak Wealth Management, Llc
Krilogy Financial LLC
Aventus Investment Advisors, Inc.
American Institute for Advanced Investment Management, LLP
Mather Group, Llc.
Belpointe Asset Management LLC
Northstar Asset Management Llc
Patriot Financial Group Insurance Agency, LLC
United Capital Financial Advisers, Llc
Manchester Capital Management LLC
Capital Squared Financial LLC
Falcon Wealth Planning
Rothschild Investment Llc
Argent Advisors, Inc.
Ethos Financial Group, LLC
HFM Investment Advisors, LLC
Atomi Financial Group, Inc.
Capital Investment Advisory Services, LLC
Thrive Capital Management, LLC
Gemmer Asset Management LLC
Chilton Investment Co Llc
HTG Investment Advisors, Inc.
Kohmann Bosshard Financial Services, LLC
McNamara Financial Services, Inc.
Veratis Advisors, Inc.
Nicolet Bankshares Inc
Octavia Wealth Advisors, LLC
Crescent Grove Advisors, LLC
Crux Wealth Advisors
Finward Bancorp
MOR Wealth Management, LLC
Spinnaker Investment Group, LLC
Arcadia Investment Advisors Llc
Condor Capital Management
Smith Thornton Advisors LLC
Center For Asset Management LLC
JMG Financial Group, Ltd.
Clune & Associates, Ltd.
BIP Wealth, LLC
Founders Financial Alliance, LLC
Claris Financial LLC
Marotta Asset Management
Midwest Capital Advisors, LLC
Stage Harbor Financial, Llc
Yarger Wealth Strategies, Llc
King Wealth
Cornerstone National Bank & Trust Co
Goepper Burkhardt LLC
EPG Wealth Management LLC
Brown Brothers Harriman & Co
Maimon Wealth Management Ltd.
American Capital Advisory, LLC
Brinker Capital Investments, LLC
Truvestments Capital Llc
Investors Research Corp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Legacy Edge Advisors, LLC
Venture Visionary Partners LLC
Mv Capital Management, Inc.
Sovran Advisors, LLC
Us Bancorp \de\
SVRN Asset Management, LLC
Busey Wealth Management
First Citizens Bank & Trust Co
Patriot Investment Management Inc.
Jones Financial Companies Lllp
My Purposeful Wealth Corp.
Brooklyn FI, LLC
Mainstream Capital Management LLC
Axxcess Wealth Management, Llc
Waystone Advisors Llc
Modera Wealth Management, LLC
Founders Grove Wealth Partners, Llc
Salomon & Ludwin, LLC
LongView Wealth Management
Pinnacle Financial Group, LLC / IL
SkyOak Wealth, LLC
Cooksen Wealth, LLC
RWM Asset Management, LLC
Cresset Asset Management, LLC
Meridian Financial, LLC
Aprio Wealth Management, LLC
Compass Ion Advisors, LLC
Bank Of America Corp /de/
Sonata Capital Group Inc
Compass Capital Corp /ma/ /adv
Grimes & Company, Inc.
Colonial Trust Co / SC
Stephens Inc /ar/
Evergreen Capital Management Llc
West Financial Advisors, LLC
Ledyard National Bank
Biltmore Family Office, LLC
PFG Advisors
Ballentine Partners, LLC
Total Wealth Planning, Llc
Sherman Wealth Management LLC
American Financial & Tax Strategies Inc
Silver Coast Investments LLC
PFG Investments, LLC
Amplius Wealth Advisors, LLC
Legacy Wealth Managment, LLC/ID
Silver Lake Advisory, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
AdvisorNet Financial, Inc
Tactive Advisors, LLC
Cadence Wealth Management LLC
Morgan Stanley
Lionshead Wealth Management, LLC
Main Street Group, LTD
Financial Advisory Corp /ut/ /adv
Bay Harbor Wealth Management, LLC
Collective Family Office Llc
Calamos Wealth Management LLC
Atlantic Union Bankshares Corp
Lowe Brockenbrough & Co Inc
Bleakley Financial Group, LLC
Empowered Funds, LLC
rebel Financial LLC
Highland Capital Management, Llc
Quantinno Capital Management LP
Tsfg, Llc
Wescott Financial Advisory Group, LLC
Parkside Financial Bank & Trust
Walled Lake Planning & Wealth Management, Llc
Integrity Wealth Partners, LLC
Roundview Capital LLC
Private Client Services, Llc
Prism Advisors, Inc.
Maridea Wealth Management LLC
Apollon Wealth Management, LLC
Capital Investment Advisors, LLC
Legacy Wealth Partners, LLC
Cetera Investment Advisers
Chemistry Wealth Management LLC
Blalock Williams, Llc
Mosaic Financial Group, Llc
Fearless Solutions, LLC dba Best Invest
Advisory Services Network, LLC
Wrapmanager Inc
Beaumont Financial Advisors, LLC
Smithfield Trust Co
BRYN MAWR TRUST Co
Trustmark National Bank Trust Department
Ancora Advisors, LLC
ICONIQ Capital, LLC
Dentgroup LLC
Integrity Alliance, Llc.
MidAtlantic Capital Management, Inc.
Squire Investment Management Company, LLC
SYM FINANCIAL Corp
Atlas Capital Advisors Llc
1832 Asset Management L.P.
Geneos Wealth Management Inc.
Merited Wealth, LLC
One Capital Management, LLC
Cardiff Park Advisors, Llc
First Pacific Financial
Harpswell Capital Advisors, LLC
Advance Capital Management, Inc.
Stratos Wealth Partners, LTD.
Ironsides Asset Advisors, LLC
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