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STOCK TICKER:
VANGUARD MID-CAP GRO   (ticker: VOT)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
MORGAN STANLEY 2,392,070 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 2,199,652 0 New Buy 2020-06-30
UBS Group AG 1,318,261 1,323,463 0% 2020-06-30
WELLS FARGO & CO/MN 1,159,629 981,926 18% 2020-06-30
TIAA, FSB 12 12 No Change 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 983,290 979,005 0% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 782,071 728,627 7% 2020-06-30
Truepoint, Inc. 777,876 865,304 10% 2020-06-30
FMR LLC 4 0 New Buy 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 465,501 430,907 8% 2020-06-30
STIFEL FINANCIAL CORP 1,721 0 New Buy 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 418,259 423,951 1% 2020-06-30
BB&T CORP 367,740 0 New Buy 2020-06-30
LPL Financial CORP 356,001 375,260 5% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 2,076 364,553 99% 2020-06-30
Warren Averett Asset Management, LLC 341,195 340,591 0% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 331,886 333,475 0% 2020-06-30
ROYAL BANK OF CANADA 287,360 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 243,215 238,954 2% 2020-06-30
Parcion Private Wealth LLC 233,647 0 New Buy 2020-06-30
AMERIPRISE FINANCIAL INC 220,817 0 New Buy 2020-06-30
Money Design Co.,Ltd. 209,516 0 New Buy 2020-06-30
Morningstar Investment Services, Inc. 164,378 153,444 7% 2020-06-30
Hanson McClain, Inc. 158,160 198,955 21% 2020-06-30
LINCOLN NATIONAL CORP 10,079 166,778 94% 2020-06-30
Amerivest Investment Management LLC 145,962 149,468 2% 2020-06-30
Private Capital Group, LLC 130,955 121,227 8% 2020-06-30
Fulcrum Capital LLC 127,177 0 New Buy 2020-06-30
RAYMOND JAMES & ASSOCIATES 123,431 122,525 1% 2020-06-30
Spearhead Capital Advisors, LLC 114,573 85,907 33% 2020-06-30
Raymond James Financial Services Advisors, Inc. 106,381 57,474 85% 2020-06-30
CONDOR CAPITAL MANAGEMENT 91,072 92,133 1% 2020-06-30
BHK Investment Advisors, LLC 91,033 89,198 2% 2020-06-30
Adviser Investments LLC 90,138 71,692 26% 2020-06-30
KWMG, LLC 87,757 81,033 8% 2020-06-30
Private Advisor Group, LLC 84,448 83,217 1% 2020-06-30
Connecticut Wealth Management, LLC 78,913 81,336 3% 2020-06-30
Praetorian Wealth Management, Inc. 75,217 0 New Buy 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 72,438 71,377 1% 2020-06-30
ERTS Wealth Advisors, LLC 71,947 0 New Buy 2020-06-30
Bragg Financial Advisors, Inc 71,402 0 New Buy 2020-06-30
WoodTrust Financial Corp 70,530 61,155 15% 2020-06-30
Equitable Holdings, Inc. 43,500 0 New Buy 2020-06-30
Orgel Wealth Management, LLC 67,341 54,443 24% 2020-06-30
Vectors Research Management, LLC 66,897 0 New Buy 2020-06-30
SVA Plumb Wealth Management, LLC 64,450 64,854 1% 2020-06-30
HNP Capital LLC 63,739 0 New Buy 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 62,467 61,568 1% 2020-06-30
Creative Planning 61,837 67,569 8% 2020-06-30
EP Wealth Advisors, Inc. 59,828 65,183 8% 2020-06-30
FormulaFolio Investments, LLC 53,459 10,957 388% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 53,317 54,024 1% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 53,019 48,604 9% 2020-06-30
BLAIR WILLIAM & CO/IL 50,319 50,898 1% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 50,161 78,161 36% 2020-06-30
Mosaic Family Wealth, LLC 47,353 54,753 14% 2020-06-30
Cranbrook Wealth Management, LLC 45,475 0 New Buy 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 44,957 30,765 46% 2020-06-30
Paragon Wealth Strategies, LLC 42,156 0 New Buy 2020-06-30
Global Financial Private Capital, LLC 40,957 39,059 5% 2020-06-30
CX Institutional 40,136 27 148,552% 2020-06-30
Ledyard National Bank 40,002 41,817 4% 2020-06-30
BESSEMER GROUP INC 39,861 38,191 4% 2020-06-30
SAGE FINANCIAL GROUP INC 39,844 36,524 9% 2020-06-30
GHP Investment Advisors, Inc. 39,469 38,751 2% 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 37,551 39,969 6% 2020-06-30
OLD NATIONAL BANCORP /IN/ 36,441 38,627 6% 2020-06-30
Mariner Wealth Advisors, LLC 35,919 35,250 2% 2020-06-30
SPC Financial, Inc. 35,895 36,045 0% 2020-06-30
Wolff Financial Management LLC 35,168 34,387 2% 2020-06-30
Colonial Asset Management, Inc. 34,531 0 New Buy 2020-06-30
Cetera Investment Advisers 33,772 37,876 11% 2020-06-30
AE Wealth Management LLC 33,638 28,713 17% 2020-06-30
Community Financial Services Group, LLC 33,428 108,107 69% 2020-06-30
Jacobi Capital Management LLC 32,255 251 12,751% 2020-06-30
Q3 Asset Management 31,709 0 New Buy 2020-06-30
US BANCORP DE 31,375 33,911 7% 2020-06-30
UMB BANK N A/MO 30,507 38,291 20% 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 29,723 31,543 6% 2020-06-30
SRS Capital Advisors, Inc. 28,540 0 New Buy 2020-06-30
PITTENGER & ANDERSON INC 28,205 28,255 0% 2020-06-30
FIFTH THIRD BANCORP 27,835 25,631 9% 2020-06-30
COMMERCE BANK N A/MO 27,465 25,465 8% 2020-06-30
Total Wealth Planning, LLC 27,102 25,415 7% 2020-06-30
Yale Capital CORP 26,417 26,082 1% 2020-06-30
Goss Wealth Management LLC 26,117 15,193 72% 2020-06-30
ProVise Management Group, LLC 25,945 25,460 2% 2020-06-30
SYNOVUS FINANCIAL CORP 25,810 32,075 20% 2020-06-30
Susquehanna International Group, LLP 25,691 31,988 20% 2020-06-30
COLONY GROUP LLC 25,462 26,072 2% 2020-06-30
Ifrah Financial Services, Inc. 24,930 25,656 3% 2020-06-30
GOLDMAN SACHS GROUP INC 24,452 0 New Buy 2020-06-30
NORTHERN TRUST CORP 24,211 0 New Buy 2020-06-30
Sawtooth Asset Management, Inc. 23,859 0 New Buy 2020-06-30
UNIONBANCAL CORP 23,350 29,921 22% 2020-06-30
FIRST UNITED BANK TRUST/ 22,893 22,496 2% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 22,441 6,175 263% 2020-06-30
Financial Network 22,237 20,389 9% 2020-06-30
Betterment LLC 21,720 19,511 11% 2020-06-30
BROWN ADVISORY HOLDINGS INC 3,380 0 New Buy 2020-06-30
NWAM LLC 21,148 21,043 0% 2020-06-30
Regal Investment Advisors, LLC 21,146 14,753 43% 2020-06-30
Janney Montgomery Scott LLC 20,960 58,949 64% 2020-06-30
BANK OF MONTREAL /CAN/ 19,500 19,163 2% 2020-06-30
360 Financial, Inc. 18,952 15,557 22% 2020-06-30
HighTower Advisors, LLC 18,919 24,593 23% 2020-06-30
Krasney Financial LLC 18,853 19,278 2% 2020-06-30
Integrated Investment Consultants, LLC 18,472 21,173 13% 2020-06-30
JMG Financial Group, Ltd. 18,168 4,328 320% 2020-06-30
Baird Financial Group, Inc. 260 260 No Change 2020-06-30
First Allied Advisory Services, Inc. 17,219 26,364 35% 2020-06-30
CITIGROUP INC 16,685 16,943 2% 2020-06-30
Aurum Wealth Management Group, LLC 16,581 0 New Buy 2020-06-30
Paradigm Financial Advisors, LLC 16,569 14,954 11% 2020-06-30
Simmons Bank 16,022 0 New Buy 2020-06-30
DAVIDSON D A & CO 15,962 30,820 48% 2020-06-30
White Lighthouse Investment Management Inc. 15,942 18,793 15% 2020-06-30
Day & Ennis, LLC 15,562 15,506 0% 2020-06-30
Southern Wealth Management, LLP 15,397 14,552 6% 2020-06-30
Fusion Capital, LLC 15,157 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 14,795 15,488 4% 2020-06-30
CAPROCK Group, Inc. 14,751 14,851 1% 2020-06-30
Financial Advisory Service, Inc. 14,131 15,299 8% 2020-06-30
Bank of New York Mellon CORP 13,790 16,165 15% 2020-06-30
NEXT Financial Group, Inc 13,761 13,823 0% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 13,738 13,869 1% 2020-06-30
MONECO Advisors, LLC 13,366 13,355 0% 2020-06-30
ETRADE Capital Management LLC 1,074 1,802 40% 2020-06-30
HALLMARK CAPITAL MANAGEMENT INC 12,920 12,017 8% 2020-06-30
Edmonds Duncan Registered Investment Advisors, LLC 12,798 12,103 6% 2020-06-30
Mutual Advisors, LLC 12,792 0 New Buy 2020-06-30
HPM Partners LLC 12,588 12,399 2% 2020-06-30
Redhawk Wealth Advisors, Inc. 12,438 13,090 5% 2020-06-30
Asset Management Group, Inc. 12,353 10,924 13% 2020-06-30
Financial Advocates Investment Management 11,937 12,685 6% 2020-06-30
Sigma Planning Corp 11,783 11,508 2% 2020-06-30
QUADRANT CAPITAL GROUP LLC 11,773 0 New Buy 2020-06-30
Cohen Klingenstein, LLC 11,765 11,765 No Change 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 11,754 14,014 16% 2020-06-30
TSFG, LLC 11,253 9,080 24% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 11,246 10,377 8% 2020-06-30
Patriot Investment Management Inc. 11,183 11,183 No Change 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 11,108 0 New Buy 2020-06-30
SOL Capital Management CO 11,060 11,060 No Change 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 8,012 Sold Out 2020-06-30
J P MORGAN CHASE & CO 10,812 8,283 31% 2020-06-30
Capital Advisors, Ltd. LLC 10,795 10,795 No Change 2020-06-30
ERn Financial, LLC 10,669 10,761 1% 2020-06-30
Joseph P. Lucia & Associates, LLC 10,605 10,084 5% 2020-06-30
Hall Kathryn A. 10,298 0 New Buy 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 10,148 0 New Buy 2020-06-30
Pinnacle Family Advisors, LLC 9,970 0 New Buy 2020-06-30
IFG Advisory, LLC 9,791 9,678 1% 2020-06-30
FLOW TRADERS U.S. LLC 9,710 0 New Buy 2020-06-30
CAPTRUST FINANCIAL ADVISORS 9,684 4,460 117% 2020-06-30
Black Diamond Financial, LLC 9,670 10,708 10% 2020-06-30
Magnus Financial Group LLC 9,473 40,915 77% 2020-06-30
Brio Consultants, LLC 9,201 9,200 0% 2020-06-30
Checchi Capital Advisers, LLC 9,184 5,797 58% 2020-06-30
Argent Trust Co 9,055 8,316 9% 2020-06-30
National Asset Management, Inc. 8,950 7,816 15% 2020-06-30
LOWE BROCKENBROUGH & CO INC 8,865 8,865 No Change 2020-06-30
WALLER FINANCIAL PLANNING GROUP, INC 8,725 10,385 16% 2020-06-30
ASSOCIATED BANC-CORP 8,598 9,350 8% 2020-06-30
Wealth Alliance 8,553 8,350 2% 2020-06-30
We Are One Seven, LLC 8,552 7,634 12% 2020-06-30
COMERICA SECURITIES,INC. 8,463 0 New Buy 2020-06-30
Hochman Cole Investment Advisors, Inc. 8,435 8,465 0% 2020-06-30
Buckingham Asset Management, LLC 8,418 11,944 30% 2020-06-30
PLANNING DIRECTIONS INC 8,206 0 New Buy 2020-06-30
Sowell Financial Services LLC 8,151 1,135 618% 2020-06-30
PAPP L ROY & ASSOCIATES 8,054 10,246 21% 2020-06-30
Angeles Investment Advisors, LLC 7,883 7,883 No Change 2020-06-30
Relaxing Retirement Coach 7,865 8,840 11% 2020-06-30
Bridgeworth, LLC 7,861 10,396 24% 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 7,755 7,755 No Change 2020-06-30
IHT Wealth Management, LLC 7,730 8,076 4% 2020-06-30
Renaissance Technologies(Jim Simons) 7,600 0 New Buy 2020-06-30
American Institute for Advanced Investment Management, LLP 7,494 7,416 1% 2020-06-30
AdvisorNet Financial, Inc 7,373 8,031 8% 2020-06-30
Financial Engines Advisors L.L.C. 7,296 16,542 56% 2020-06-30
Harborview Advisors, LLC 7,277 4,231 72% 2020-06-30
COZAD ASSET MANAGEMENT INC 7,145 0 New Buy 2020-06-30
3D ASSET MANAGEMENT INC 7,125 8,744 19% 2020-06-30
Northeast Financial Consultants Inc 7,091 7,091 No Change 2020-06-30
JNBA Financial Advisors 7,068 7,270 3% 2020-06-30
Mathes Company, Inc. 7,020 7,320 4% 2020-06-30
EATON VANCE MANAGEMENT 6,767 6,517 4% 2020-06-30
NICOLET ADVISORY SERVICES, LLC 6,763 7,304 7% 2020-06-30
Stratos Wealth Partners, LTD. 6,585 6,447 2% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 6,531 5,275 24% 2020-06-30
CAPITAL ONE FINANCIAL CORP 6,528 8,170 20% 2020-06-30
FIERA SCEPTRE INC. 6,450 0 New Buy 2020-06-30
Frontier Wealth Management LLC 6,446 7,929 19% 2020-06-30
Royal Fund Management, LLC 0 8,798 Sold Out 2020-06-30
PBWM Holdings, LLC 6,322 8,212 23% 2020-06-30
Corient Capital Partners, LLC 6,243 6,243 No Change 2020-06-30
Wells Trecaso Financial Group, LLC 6,234 6,515 4% 2020-06-30
Baldwin Investment Management, LLC 6,205 6,005 3% 2020-06-30
Berkshire Money Management, Inc. 6,200 6,200 No Change 2020-06-30
Ziegler Capital Management, LLC 6,189 0 New Buy 2020-06-30
Next Capital Management LLC 6,120 6,120 No Change 2020-06-30
Glenview Trust Co 6,009 6,078 1% 2020-06-30
TPG Financial Advisors, LLC 5,996 6,041 1% 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 5,975 0 New Buy 2020-06-30
Emerald Investment Partners, LLC 5,770 5,850 1% 2020-06-30
Pure Financial Advisors, Inc. 5,729 5,923 3% 2020-06-30
Petix & Botte Co 5,708 2,854 100% 2020-06-30
H D Vest Advisory Services 5,632 4,128 36% 2020-06-30
Windsor Group LTD 5,591 6,137 9% 2020-06-30
CARY STREET PARTNER INVESTMENT ADVISORY LLC 5,517 5,507 0% 2020-06-30
Carroll Financial Associates, Inc. 5,500 5,006 10% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 5,425 5,440 0% 2020-06-30
WRAPMANAGER INC 5,398 5,631 4% 2020-06-30
Perigon Wealth Management, LLC 5,391 4,905 10% 2020-06-30
Northwest Bancshares, Inc. 5,336 0 New Buy 2020-06-30
BRIGHTON JONES LLC 5,249 4,909 7% 2020-06-30
Nachman Norwood & Parrott, Inc 5,209 5,440 4% 2020-06-30
Integrys Wealth Advisors LLC 5,156 4,925 5% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 5,151 5,081 1% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 5,144 4,989 3% 2020-06-30
McNamara Financial Services, Inc. 4,995 5,155 3% 2020-06-30
FDx Advisors, Inc. 4,979 0 New Buy 2020-06-30
GRIMES & COMPANY, INC. 4,978 4,982 0% 2020-06-30
Veritable, L.P. 4,901 4,433 11% 2020-06-30
Zions Bancorporation, N.A. 4,852 0 New Buy 2020-06-30
BANK OF HAWAII 4,811 4,650 3% 2020-06-30
RAYMOND JAMES TRUST CO 4,785 4,785 No Change 2020-06-30
Cornerstone Wealth Management, LLC 4,785 0 New Buy 2020-06-30
Triton Wealth Management, PLLC 4,694 5,129 8% 2020-06-30
FINANCIAL COUNSELORS INC 4,676 4,164 12% 2020-06-30
Western Wealth Management, LLC 4,661 4,765 2% 2020-06-30
Multi-Financial Securities Corp 4,636 5,364 14% 2020-06-30
Burleson & Company, LLC 4,598 4,680 2% 2020-06-30
PARK AVENUE SECURITIES LLC 4,584 0 New Buy 2020-06-30
Busey Trust CO 4,500 4,500 No Change 2020-06-30
Keeler THomas Management LLC 4,451 0 New Buy 2020-06-30
V Wealth Management,LLC 265 0 New Buy 2020-06-30
Strategic Investment Advisors / MI 4,411 4,384 1% 2020-06-30
IEQ CAPITAL, LLC 4,365 5,281 17% 2020-06-30
Meridian Wealth Management, LLC 4,147 3,967 5% 2020-06-30
Massey, Quick & Co., LLC 4,141 4,199 1% 2020-06-30
XML Financial, LLC 4,141 0 New Buy 2020-06-30
IBERIABANK CORP 4,093 5,708 28% 2020-06-30
ROMAN BUTLER FULLERTON & CO 4,040 0 New Buy 2020-06-30
Cutler Group LP 1,099 0 New Buy 2020-06-30
REGIONS FINANCIAL CORP 3,983 4,164 4% 2020-06-30
LGL PARTNERS, LLC 3,935 3,935 No Change 2020-06-30
FC Advisory LLC 3,863 3,863 No Change 2020-06-30
Rockbridge Investment Management, LCC 3,765 0 New Buy 2020-06-30
Koshinski Asset Management, Inc. 3,725 4,222 12% 2020-06-30
Cedar Brook Financial Partners, LLC 3,722 4,035 8% 2020-06-30
AMERITAS INVESTMENT CORP 3,579 4,028 11% 2020-06-30
Bishop & Co Investment Management, LLC 3,491 0 New Buy 2020-06-30
STEPHENS INC /AR/ 3,476 2,813 24% 2020-06-30
SMITHFIELD TRUST CO 3,456 3,805 9% 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 3,411 4,666 27% 2020-06-30
DFPG INVESTMENTS, INC. 3,392 3,957 14% 2020-06-30
Ridgewood Investments LLC 3,364 0 New Buy 2020-06-30
Heritage Wealth Advisors 3,337 0 New Buy 2020-06-30
First Financial Bank, N.A. - Trust Division 3,328 3,328 No Change 2020-06-30
Ballentine, Finn & Company, Inc. 3,310 3,310 No Change 2020-06-30
DAVENPORT & CO LLC 3,302 3,647 9% 2020-06-30
Cornerstone Advisory, LLP 1,269 2,854 56% 2020-06-30
QP WEALTH MANAGEMENT, LLC 3,262 0 New Buy 2020-06-30
Compton Wealth Advisory Group, LLC 3,245 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 3,234 0 New Buy 2020-06-30
SkyOak Wealt, LLC 3,221 0 New Buy 2020-06-30
AdvicePeriod, LLC 3,204 3,204 No Change 2020-06-30
HBW Advisory Services LLC 3,185 0 New Buy 2020-06-30
FIRST MANHATTAN CO 3,155 3,155 No Change 2020-06-30
BCS Wealth Management 3,135 3,135 No Change 2020-06-30
WESBANCO BANK INC 3,085 3,085 No Change 2020-06-30
Institute for Wealth Management, LLC. 3,078 3,367 9% 2020-06-30
Calamos Wealth Management LLC 3,061 3,061 No Change 2020-06-30
Voya Financial Advisors, Inc. 3,029 0 New Buy 2020-06-30
RSM US WEALTH MANAGEMENT LLC 3,016 0 New Buy 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 3,000 3,000 No Change 2020-06-30
Bernardo Wealth Planning LLC 2,928 3,089 5% 2020-06-30
Meristem, LLP 2,852 2,852 No Change 2020-06-30
Heartwood Wealth Advisors LLC 2,787 2,787 No Change 2020-06-30
Allred Capital Management, LLC 2,786 2,814 1% 2020-06-30
M&T BANK CORP 2,737 2,527 8% 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 2,659 2,887 8% 2020-06-30
NorthRock Partners, LLC 2,606 0 New Buy 2020-06-30
55I, LLC 2,602 3,743 30% 2020-06-30
GIRARD PARTNERS LTD. 2,580 0 New Buy 2020-06-30
ROOF EIDAM & MAYCOCK/ADV 2,525 2,525 No Change 2020-06-30
DEARBORN PARTNERS LLC 2,378 2,378 No Change 2020-06-30
N.E.W. Advisory Services LLC 2,377 0 New Buy 2020-06-30
ARROW FINANCIAL CORP 2,375 2,375 No Change 2020-06-30
CENTAURUS FINANCIAL, INC. 2,288 2,195 4% 2020-06-30
Summit Financial Strategies, Inc. 2,268 0 New Buy 2020-06-30
Strategic Investment Advisors, Inc 2,261 0 New Buy 2020-06-30
Capital Financial Planning, LLC 2,258 1,701 33% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 2,227 2,227 No Change 2020-06-30
Intellectus Partners, LLC 2,160 2,160 No Change 2020-06-30
Gladstone Institutional Advisory LLC 2,160 0 New Buy 2020-06-30
Reynders McVeigh Capital Management, LLC 2,110 2,000 6% 2020-06-30
Plancorp, LLC 2,110 2,110 No Change 2020-06-30
Essex Savings Bank 2,092 2,092 No Change 2020-06-30
Archford Capital Strategies, LLC 2,089 2,324 10% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 2,082 2,057 1% 2020-06-30
Kuntz Lesher Capital LLC 2,079 2,079 No Change 2020-06-30
Neuberger Berman Group LLC 2,077 0 New Buy 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 2,073 2,077 0% 2020-06-30
Klingman & Associates, LLC 2,052 2,143 4% 2020-06-30
YorkBridge Wealth Partners, LLC 2,026 2,051 1% 2020-06-30
Advisory Services Network, LLC 2,016 0 New Buy 2020-06-30
AMI INVESTMENT MANAGEMENT INC 2,000 0 New Buy 2020-06-30
SeaCrest Wealth Management, LLC 1,993 1,993 No Change 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 1,990 1,990 No Change 2020-06-30
Family Management Corp 1,983 1,150 72% 2020-06-30
Starfire Investment Advisers, Inc. 1,970 1,970 No Change 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,957 1,613 21% 2020-06-30
WP Advisors, LLC 1,919 1,919 No Change 2020-06-30
One Capital Management, LLC 1,900 1,900 No Change 2020-06-30
Williams Jones Wealth Management, LLC. 1,879 4,462 58% 2020-06-30
AMG National Trust Bank 1,863 0 New Buy 2020-06-30
LWS Wealth Advisors, Inc. 1,853 1,888 2% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 1,839 1,772 4% 2020-06-30
Foresight Wealth Management, LLC 1,839 1,892 3% 2020-06-30
Paul John Balson 1,833 0 New Buy 2020-06-30
Grubman Wealth Management 1,830 1,830 No Change 2020-06-30
MCF Advisors LLC 1,781 1,781 No Change 2020-06-30
Beacon Pointe Advisors, LLC 1,748 0 New Buy 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 1,666 1,883 12% 2020-06-30
Carmichael Hill & Associates, Inc. 1,655 1,655 No Change 2020-06-30
WETHERBY ASSET MANAGEMENT INC 1,652 1,652 No Change 2020-06-30
CFO4Life Group, LLC 1,648 1,648 No Change 2020-06-30
Stratos Wealth Advisors, LLC 1,629 0 New Buy 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 1,608 0 New Buy 2020-06-30
BLB&B Advisors, LLC 1,595 1,595 No Change 2020-06-30
BOENNING & SCATTERGOOD, INC. 1,577 0 New Buy 2020-06-30
HAVERFORD TRUST CO 1,574 0 New Buy 2020-06-30
YCMNET ADVISORS INC 1,550 0 New Buy 2020-06-30
Winthrop Advisory Group LLC 1,540 1,590 3% 2020-06-30
Dynamic Advisors Solutions LLC 1,485 0 New Buy 2020-06-30
Meridian Wealth Advisors, LLC 1,456 0 New Buy 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 1,451 1,613 10% 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 1,450 0 New Buy 2020-06-30
Jackson, Grant Investment Advisers, Inc. 1,445 1,445 No Change 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 1,425 1,125 27% 2020-06-30
Stelac Advisory Services LLC 1,406 1,406 No Change 2020-06-30
FRANKLIN RESOURCES INC 1,395 0 New Buy 2020-06-30
PFG Advisors 1,379 0 New Buy 2020-06-30
FIRST NATIONAL BANK OF OMAHA 1,375 1,780 23% 2020-06-30
IFP Advisors, Inc 1,362 2,013 32% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 1,343 0 New Buy 2020-06-30
Homrich & Berg 1,321 0 New Buy 2020-06-30
PSI Advisors, LLC 1,307 0 New Buy 2020-06-30
CAPITAL MANAGEMENT CORP /VA 1,305 0 New Buy 2020-06-30
PACIFIC SUN FINANCIAL CORP 1,300 0 New Buy 2020-06-30
Private Portfolio Partners LLC 1,299 0 New Buy 2020-06-30
Paracle Advisors, LLC 1,293 0 New Buy 2020-06-30
LS Investment Advisors, LLC 1,292 1,292 No Change 2020-06-30
MATHER GROUP, INC. 1,292 0 New Buy 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 1,274 0 New Buy 2020-06-30
ARGI Investment Services, LLC 1,266 0 New Buy 2020-06-30
FCG ADVISORS, LLC 1,255 0 New Buy 2020-06-30
TELEMUS CAPITAL, LLC 1,251 0 New Buy 2020-06-30
PROEQUITIES, INC. 1,249 1,424 12% 2020-06-30
Virtu Financial LLC 1,224 0 New Buy 2020-06-30
Apollon Wealth Management, LLC 1,216 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 1,188 1,878 37% 2020-06-30
S.A. Mason LLC 1,079 1,004 7% 2020-06-30
BerganKDV Wealth Management, LLC 1,046 1,046 No Change 2020-06-30
Brand Asset Management Group, Inc. 1,002 1,021 2% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 975 1,075 9% 2020-06-30
Global Retirement Partners, LLC 946 1,204 21% 2020-06-30
CWM, LLC 890 840 6% 2020-06-30
Winslow, Evans & Crocker, Inc. 820 756 8% 2020-06-30
BROWN BROTHERS HARRIMAN & CO 800 0 New Buy 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 729 720 1% 2020-06-30
BDO Wealth Advisors, LLC 702 861 18% 2020-06-30
Legacy Bridge, LLC 675 875 23% 2020-06-30
DUNCKER STREETT & CO INC 650 650 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 626 626 No Change 2020-06-30
Oakworth Capital, Inc. 605 605 No Change 2020-06-30
Taylor Hoffman Wealth Management 601 0 New Buy 2020-06-30
Capital Investment Advisory Services, LLC 598 19 3,047% 2020-06-30
Baystate Wealth Management LLC 515 514 0% 2020-06-30
Selective Wealth Management 484 484 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 483 0 New Buy 2020-06-30
Bartlett & Co. LLC 404 404 No Change 2020-06-30
MBM Wealth Consultants, LLC 400 400 No Change 2020-06-30
Covington Capital Management 399 399 No Change 2020-06-30
SUN LIFE FINANCIAL INC 370 370 No Change 2020-06-30
North Star Investment Management Corp. 330 330 No Change 2020-06-30
Cordasco Financial Network 320 320 No Change 2020-06-30
BENJAMIN EDWARDS INC 313 277 13% 2020-06-30
Parkside Financial Bank & Trust 311 311 No Change 2020-06-30
Community Bank, N.A. 309 609 49% 2020-06-30
Lenox Wealth Advisors, Inc. 306 306 No Change 2020-06-30
WASHINGTON TRUST CO 293 457 36% 2020-06-30
Aptus Capital Advisors, LLC 279 279 No Change 2020-06-30
Hanson Investment Management 265 0 New Buy 2020-06-30
Provident Wealth Management, LLC 252 0 New Buy 2020-06-30
Hartland & Co., LLC 237 237 No Change 2020-06-30
Archer Investment Corp 0 58 Sold Out 2020-06-30
Independence Bank of Kentucky 230 130 77% 2020-06-30
MEEDER ASSET MANAGEMENT INC 224 0 New Buy 2020-06-30
Hoover Financial Advisors, Inc. 223 0 New Buy 2020-06-30
Orion Portfolio Solutions, LLC 208 0 New Buy 2020-06-30
Barnett & Company, Inc. 185 185 No Change 2020-06-30
Aspire Private Capital, LLC 182 0 New Buy 2020-06-30
Lakeview Capital Partners, LLC 174 984 82% 2020-06-30
Savior LLC 170 170 No Change 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 166 166 No Change 2020-06-30
SIGNATUREFD, LLC 165 151 9% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 161 161 No Change 2020-06-30
Cribstone Capital Management, LLC 150 0 New Buy 2020-06-30
WHITTIER TRUST CO 147 147 No Change 2020-06-30
Capital Asset Advisory Services LLC 147 0 New Buy 2020-06-30
Kore Private Wealth LLC 142 0 New Buy 2020-06-30
Winch Advisory Services, LLC 138 2,074 93% 2020-06-30
LifePlan Financial Group, Inc 135 135 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 125 125 No Change 2020-06-30
Atlas Private Wealth Advisors 125 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 120 477 75% 2020-06-30
Ironwood Wealth Management, llc 110 110 No Change 2020-06-30
Pinnacle Bank 110 110 No Change 2020-06-30
Valeo Financial Advisors, LLC 106 106 No Change 2020-06-30
HARVEST GROUP WEALTH MANAGEMENT, LLC 103 117 12% 2020-06-30
Bay Harbor Wealth Management, LLC 100 0 New Buy 2020-06-30
WEST BANCORPORATION INC 94 0 New Buy 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 93 0 New Buy 2020-06-30
HUNTINGTON NATIONAL BANK 92 1 9,100% 2020-06-30
TRUEWEALTH LLC 92 92 No Change 2020-06-30
Sandy Spring Bank 89 146 39% 2020-06-30
McIlrath & Eck, LLC 89 0 New Buy 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 82 82 No Change 2020-06-30
Summit Investment Advisors, Inc. 80 80 No Change 2020-06-30
Sonora Investment Management, LLC 80 60 33% 2020-06-30
Pathstone Family Office, LLC 77 0 New Buy 2020-06-30
Pacifica Partners Inc. 75 75 No Change 2020-06-30
Stonebridge Financial Planning Group, LLC 75 75 No Change 2020-06-30
HCR Wealth Advisors 73 73 No Change 2020-06-30
Johnson Financial Group, Inc. 71 89 20% 2020-06-30
Arkadios Wealth Advisors 70 70 No Change 2020-06-30
Capital Advisory Group Advisory Services, LLC 70 70 No Change 2020-06-30
Lloyd Advisory Services, LLC. 68 0 New Buy 2020-06-30
HM PAYSON & CO 66 0 New Buy 2020-06-30
TRUST CO OF VERMONT 62 62 No Change 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 60 60 No Change 2020-06-30
VALLEY NATIONAL ADVISERS INC 50 260 81% 2020-06-30
Balentine LLC 49 47 4% 2020-06-30
Pacific Center for Financial Services 48 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 43 43 No Change 2020-06-30
CFM WEALTH PARTNERS LLC 42 42 No Change 2020-06-30
First Personal Financial Services 35 35 No Change 2020-06-30
Tradewinds Capital Management, LLC 33 33 No Change 2020-06-30
Larson Financial Group LLC 33 36 8% 2020-06-30
HORIZON BANCORP /IN/ 31 31 No Change 2020-06-30
CABANA LLC 25 0 New Buy 2020-06-30
Stonebridge Capital Advisors LLC 24 0 New Buy 2020-06-30
Davis Capital Management 17 0 New Buy 2020-06-30
Independence Advisors, LLC 14 1,564 99% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 13 12 8% 2020-06-30
Bogart Wealth, LLC 11 11 No Change 2020-06-30
Global Trust Asset Management, LLC 10 10 No Change 2020-06-30
Regal Wealth Group, Inc. 9 9 No Change 2020-06-30
Pacitti Group Inc. 4 55 93% 2020-06-30
Global Wealth Management Investment Advisory, Inc. 2 9 78% 2020-06-30
CONGRESS ASSET MANAGEMENT CO /MA 0 15,778 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 1,000 Sold Out 2020-06-30
Welch Group, LLC 0 872 Sold Out 2020-06-30
MOTCO 0 211 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 38 Sold Out 2020-06-30
Arrow Investment Advisors, LLC 0 16,361 Sold Out 2020-06-30
TCI Wealth Advisors, Inc. 0 1,187 Sold Out 2020-06-30
Advisory Alpha, LLC 0 300 Sold Out 2020-06-30
BP WEALTH MANAGEMENT, LLC 0 50 Sold Out 2020-06-30
D'Orazio & Associates, Inc. 0 11 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 363 Sold Out 2020-06-30
First Command Bank 0 67 Sold Out 2020-06-30
First Command Financial Services, Inc. 0 67 Sold Out 2020-06-30
Csenge Advisory Group 0 2,018 Sold Out 2020-06-30
Stewardship Financial Advisors, LLC 0 12 Sold Out 2020-06-30
Cox Capital Co LLC 0 290 Sold Out 2020-06-30
Ellevest, Inc. 0 75 Sold Out 2020-06-30
Paradigm Financial Partners, LLC 0 1,550 Sold Out 2020-06-30
Sontag Advisory, LLC 0 1,613 Sold Out 2020-06-30
MidWestOne Financial Group, Inc. 0 4,435 Sold Out 2020-06-30
Retirement Network 0 239 Sold Out 2020-06-30
Key FInancial Inc 0 204 Sold Out 2020-06-30
CBIZ Investment Advisory Services, LLC 0 1,037 Sold Out 2020-06-30
EPG Wealth Management LLC 0 291 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 944,837 934,024 1% 2020-03-31
MML INVESTORS SERVICES, LLC 120,978 117,107 3% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 89,729 78,965 14% 2020-03-31
Noven Financial Group, Inc. 27,320 26,818 2% 2020-03-31
Atlantic Trust Group, LLC 21,890 22,589 3% 2020-03-31
Manchester Capital Management LLC 17,528 17,982 3% 2020-03-31
Princeton Global Asset Management LLC 9,000 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 3,984 4,933 19% 2020-03-31
Relyea Zuckerberg Hanson LLC 3,123 3,117 0% 2020-03-31
Capital Square, LLC 3,110 3,115 0% 2020-03-31
Laurel Wealth Advisors, Inc. 3,002 3,002 No Change 2020-03-31
Steward Partners Investment Advisory, LLC 1,353 1,266 7% 2020-03-31
SIMPLEX TRADING, LLC 317 247 28% 2020-03-31
Arden Trust Co 304 0 New Buy 2020-03-31
DEUTSCHE BANK AG 211 28 654% 2020-03-31
Financial Gravity Wealth, Inc. 132 139 5% 2020-03-31
Golden State Wealth Management, LLC 9 0 New Buy 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 0 1,477 Sold Out 2020-03-31
BOYS ARNOLD & CO INC 0 1,358 Sold Out 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 0 1,434 Sold Out 2020-03-31
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