VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF - Net Long/Short Value

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
US ˙ ARCA ˙ US9229085959

VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
Headland Capital, LLC
1776 Wealth LLC
McKinley Carter Wealth Services, Inc.
BIP Wealth, LLC
Cambridge Investment Research Advisors, Inc.
Transcend Wealth Collective, Llc
Total Wealth Planning, Llc
Wealthcare Advisory Partners LLC
Kingsview Wealth Management, LLC
Northern Oak Wealth Management Inc
Commerce Bank
Tower View Investment Management & Research LLC
Vermillion Wealth Management, Inc.
Cary Street Partners Financial Llc
Matrix Private Capital Group Llc
Bogart Wealth, LLC
Aqr Capital Management Llc
Pittenger & Anderson Inc
Holos Integrated Wealth LLC
Optimum Investment Advisors
Benjamin Edwards Inc
Stephens Group Asset Management, Llc
Kmg Fiduciary Partners, Llc
Battery Global Advisors, LLC
One Day In July LLC
rebel Financial LLC
RKL Wealth Management LLC
Checchi Capital Advisers, LLC
Ameriprise Financial Inc
Great Valley Advisor Group, Inc.
Capital Advisory Group Advisory Services, LLC
Sowell Financial Services LLC
Strategic Financial Partners, Ltd.
Invst, LLC
Integrity Alliance, Llc.
Foster Group, Inc.
Ameriflex Group, Inc.
Fairway Wealth LLC
Western Wealth Management, LLC
InvesTrust
Advanced Series Trust - Ast Small-cap Growth Portfolio
BKM Wealth Management, LLC
IPG Investment Advisors LLC
REDW Wealth LLC
Cranbrook Wealth Management, LLC
Alerus Financial Na
LongView Wealth Management
DiMeo Schneider & Associates, L.L.C.
MidWestOne Financial Group, Inc.
Mv Capital Management, Inc.
Pennington Partners & Co., Llc
Farther Finance Advisors, LLC
Citizens Financial Group Inc/ri
Cornerstone Advisory, LLC
Sawgrass Asset Management Llc
Captrust Financial Advisors
Global Retirement Partners, LLC
MAS Advisors LLC
Aviso Wealth Management
SOUTH STATE Corp
OneAscent Financial Services LLC
FC Advisory LLC
Crestwood Advisors Group LLC
Hurley Capital, LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
EBI - RBB Fund Trust - Longview Advantage ETF
Fingerlakes Wealth Management, Inc.
Smith, Salley & Associates
Stratos Wealth Partners, LTD.
Minot DeBlois Advisors LLC
Clark Financial Services Group Inc /bd
MidAtlantic Capital Management, Inc.
DHJJ Financial Advisors, Ltd.
M&t Bank Corp
Allworth Financial LP
First Heartland Consultants, Inc.
Legacy Wealth Managment, LLC/ID
Rodgers & Associates, LTD
Sentinel Pension Advisors Inc
Coordinated Financial Services, Inc./CO
Choate Investment Advisors
Peirce Capital Management, LLC
Belpointe Asset Management LLC
WMG Financial Advisors, LLC
Wallace Hart LLC
Gryphon Financial Partners LLC
Truvestments Capital Llc
Saxon Interests, Inc.
Apollon Wealth Management, LLC
Cardiff Park Advisors, Llc
Wambolt & Associates, LLC
Olistico Wealth, LLC
Abound Wealth Management
Oak Harbor Wealth Partners, Llc
Hartline Investment Corp/
Signet Financial Management, Llc
GPS Wealth Strategies Group, LLC
American Capital Advisory, LLC
Blueshift Asset Management, LLC
Painted Porch Advisors LLC
Northwest Financial Advisors
Greenwood Capital Associates Llc
Halbert Hargrove Global Advisors, Llc
AE Wealth Management LLC
Gladstone Institutional Advisory LLC
Wisconsin Wealth Advisors, LLC
Fairman Group, LLC
Fiduciary Alliance LLC
SBI Securities Co., Ltd.
Grove Street Fiduciary, LLC
JNBA Financial Advisors
Orleans Capital Management Corp/la
Harwood Advisory Group, LLC
Wsfs Capital Management, Llc
Insight Advisors, LLC/ PA
Dynamic Advisor Solutions LLC
Tower Research Capital LLC (TRC)
Leavell Investment Management, Inc.
Logan Capital Management Inc
Hm Payson & Co
Invictus Private Wealth, Llc
Pasadena Private Wealth, LLC
Perigon Wealth Management, LLC
Golden State Wealth Management, LLC
Cubist Systematic Strategies, LLC
Quent Capital, LLC
Pinnacle Financial Group, LLC / IL
Mercer Global Advisors Inc /adv
Capital Investment Advisory Services, LLC
Verdence Capital Advisors LLC
Bokf, Na
Valley Forge Investment Consultants Inc Adv
Apollon Financial, LLC
Corrigan Financial, Inc.
Moisand Fitzgerald Tamayo, LLC
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
Grand Wealth Management, Llc
Opulen Financial Group LLC
Tritonpoint Wealth, Llc
Integrated Wealth Concepts LLC
Horizon Bancorp Inc /in/
LGT Financial Advisors LLC
Avantax Planning Partners, Inc.
Prospect Financial Services LLC
Cardinal Strategic Wealth Guidance
Atria Wealth Solutions, Inc.
Madison Park Capital Advisors, LLC
Advisory Services Network, LLC
Carl P. Sherr & Co., LLC
Peapack Gladstone Financial Corp
BCS Wealth Management
Whittier Trust Co
EP Wealth Advisors, Inc.
Tompkins Financial Corp
IMG Wealth Management, Inc.
G2 Capital Management, Llc / Oh
Glenview Trust Co
Brian Low Financial Group, Llc
Level Four Advisory Services, Llc
Sand Hill Global Advisors, LLC
Kestra Advisory Services, LLC
UMA Financial Services, Inc.
EverSource Wealth Advisors, LLC
WealthTrak Capital Management LLC
Trustmark National Bank Trust Department
Modera Wealth Management, LLC
BRYN MAWR TRUST Co
CAPROCK Group, Inc.
Tranquility Partners, LLC
Heartwood Wealth Advisors LLC
Koshinski Asset Management, Inc.
Capital A Wealth Management, LLC
Shoker Investment Counsel, Inc.
Cyndeo Wealth Partners, LLC
Financial Connections Group, Inc.
Sax Wealth Advisors, Llc
Brighton Jones Llc
Unconventional Investor, LLC
Lwm Advisors Inc
Brown Wealth Management, Llc
Seek First Inc.
Falcon Wealth Planning
Cove Private Wealth, LLC
Fisher Asset Management, LLC
Burney Co/
Stifel Financial Corp
NorthRock Partners, LLC
Financial Perspectives, Inc
Nordwand Advisors, LLC
GHP Investment Advisors, Inc.
Harbour Investments, Inc.
Pinnacle Associates Ltd
Winthrop Advisory Group LLC
One Charles Private Wealth Services, LLC
Fiduciary Trust Co
Houlihan Financial Resource Group, Ltd.
Hoxton Planning & Management, LLC
Advisory Alpha, LLC
Fusion Capital, LLC
Thrivent Financial For Lutherans
Everhart Financial Group, Inc.
City State Bank
Brown, Lisle/cummings, Inc.
Ancora Advisors, LLC
TFG Advisers LLC
Agate Pass Investment Management, LLC
DecisionPoint Financial, LLC
Plante Moran Financial Advisors, LLC
Dahring | Cusmano Llc
Compass Financial Group, INC/SD
Good Life Advisors, LLC
Aspiriant, Llc
Mml Investors Services, Llc
Cwm, Llc
Strategic Investment Solutions, Inc. /IL
SageView Advisory Group, LLC
PKS Advisory Services, LLC
NFP Retirement, Inc.
Private Trust Co Na
Flow Traders U.s. Llc
Marshall & Sterling Wealth Advisors Inc.
Quantinno Capital Management LP
Net Worth Advisory Group
Fairscale Capital, LLC
Central Pacific Bank - Trust Division
MAI Capital Management
Anchor Investment Management, LLC
Nemes Rush Group LLC
FineMark National Bank & Trust
Spurstone Advisory Services, LLC
Perennial Investment Advisors, LLC
Brendel Financial Advisors LLC
Country Club Bank /gfn
CENTRAL TRUST Co
Argentarii, LLC
Davis R M Inc
Dynamic Financial Group
Pandora Wealth, Inc.
Geneos Wealth Management Inc.
Janney Montgomery Scott LLC
NewEdge Wealth, LLC
Bradley Foster & Sargent Inc/ct
TCTC Holdings, LLC
Gemmer Asset Management LLC
Summit Financial, LLC
Mainsail Asset Management, Llc
Principle Wealth Partners Llc
Capital Investment Advisors, LLC
Tsfg, Llc
Sage Mountain Advisors LLC
Kessler Investment Group, LLC
Gen-Wealth Partners Inc
Snowden Capital Advisors LLC
Eagle Strategies LLC
Keener Financial Planning LLC
Beacon Capital Management, LLC
Colony Family Offices, LLC
May Barnhard Investments LLC
Goepper Burkhardt LLC
Marion Wealth Management
Stephens Inc /ar/
Apella Capital, LLC
CJM Wealth Advisers, Ltd.
Financial Alternatives, Inc
Horizon Investment Services, LLC
United Advisor Group, LLC
Probity Advisors, Inc.
Rothschild Investment Llc
InTrack Investment Management Inc
Truist Financial Corp
Old National Bancorp /in/
Northwestern Mutual Wealth Management Co
Transamerica Financial Advisors, Inc.
City Holding Co
Integrity Financial Corp /WA
Catalytic Wealth RIA, LLC
Busey Wealth Management
Northern Lights Fund Trust - Ocean Park Domestic ETF
O'shaughnessy Asset Management, Llc
Stephens Consulting, LLC
Harbor Asset Planning, Inc.
Ascent Group, LLC
SC&H Financial Advisors, Inc.
Planning Directions Inc
Miller Financial Services LLC
Rebalance, Llc
Zrc Wealth Management, Llc
Precision Wealth Strategies, LLC
Mustard Seed Financial, LLC
Highland Capital Management, Llc
McAdam, LLC
Royal Fund Management, LLC
Round Rock Advisors, LLC
Kozak & Associates, Inc.
Smithbridge Asset Management Inc/de
BHK Investment Advisors, LLC
National Asset Management, Inc.
Towerpoint Wealth, LLC
Cassaday & Co Wealth Management LLC
Pnc Financial Services Group, Inc.
Wrapmanager Inc
Cape Investment Advisory, Inc.
Exencial Wealth Advisors, Llc
Cohen Klingenstein LLC
Sound Income Strategies, LLC
Hilltop National Bank
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
Werba Rubin Papier Wealth Management
HighTower Advisors, LLC
ROSS\JOHNSON & Associates LLC
Curtis Advisory Group, LLC
Operose Advisors LLC
Axxcess Wealth Management, Llc
TruNorth Capital Management, LLC
Cahill Financial Advisors Inc
McClarren Financial Advisors, Inc.
Glassman Wealth Services
Winch Advisory Services, LLC
Colony Group, LLC
Capital Management Associates, Inc
Aire Advisors, Llc
Kera Capital Partners, Inc.
Jackson Hole Capital Partners, LLC
New Age Alpha Advisors, LLC
Mosaic Family Wealth Partners, Llc
Harbor Investment Advisory, Llc
Lindbrook Capital, Llc
Moneta Group Investment Advisors Llc
Rs Crum Inc.
Cozad Asset Management Inc
Quadrant Private Wealth Management, LLC
Old Second National Bank Of Aurora
Paces Ferry Wealth Advisors, Llc
Ark & Tlk Investments, Llc
Brookstone Capital Management
Hallmark Capital Management Inc
Connecticut Wealth Management, LLC
Summit Financial Strategies, Inc.
Caldwell Securities, Inc
Webster Bank, N. A.
Arvest Investments, Inc.
Graney & King, LLC
NavPoint Financial, Inc.
Compass Capital Corp /ma/ /adv
Country Trust Bank
GEN Financial Management, INC.
Change Path, LLC
D.a. Davidson & Co.
Keeler & Nadler Financial Planning & Wealth Management
Heritage Wealth Advisors
WPG Advisers, LLC
Bartlett & Co. Wealth Management Llc
Wesbanco Bank Inc
West Financial Advisors, LLC
Duncan Williams Asset Management, LLC
KPP Advisory Services LLC
MEMBERS Trust Co
Sherman Asset Management, Inc.
Ccg Wealth Management, Llc
Transatlantique Private Wealth Llc
Wealth Alliance
Willner & Heller, Llc
Atlantic Family Wealth, Llc
Valued Wealth Advisors LLC
Legacy Investment Solutions, LLC
Infinity Wealth Counsel, LLC
Canvas Wealth Advisors, LLC
Evergreen Wealth Management, LLC
Essex Financial Services, Inc.
Tennessee Valley Asset Management Partners
Bragg Financial Advisors, Inc
Headinvest, Llc
Phillips Financial Management, Llc
Huntington National Bank
J.w. Cole Advisors, Inc.
McIlrath & Eck, LLC
Iron Horse Wealth Management, LLC
Park Place Capital Corp
Integral Investment Advisors, Inc.
CIBC Private Wealth Group, LLC
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
Murphy, Middleton, Hinkle & Parker, Inc.
F/M Investments LLC
Kentucky Trust Co
Acropolis Investment Management, LLC
First Pacific Financial
Trust Co
Rossby Financial, LCC
Pinnacle Bancorp, Inc.
Bank of Jackson Hole Trust
U.S. Capital Wealth Advisors, LLC
IHT Wealth Management, LLC
Thrive Capital Management, LLC
Provenance Wealth Advisors, LLC
Prudent Man Investment Management, Inc.
Fidelis Capital Partners, LLC
WP Advisors, LLC
Advisor Group Holdings, Inc.
Clark Asset Management, LLC
Millstone Evans Group, LLC
Arkadios Wealth Advisors
World Equity Group, Inc.
Envestnet Portfolio Solutions, Inc.
Jacobsen Capital Management
Zions Bancorporation, National Association /ut/
Vident Advisory, LLC
Blue Bell Private Wealth Management, Llc
Glass Jacobson Investment Advisors llc
Mutual Advisors, LLC
Apeiron RIA LLC
Addison Advisors LLC
Providence Capital Advisors, LLC
BTC Capital Management, Inc.
Rossmore Private Capital
Taylor, Cottrill, Erickson & Associates, Inc.
Evanson Asset Management, LLC
Christopher J. Hasenberg, Inc
Northstar Asset Management Llc
Sovran Advisors, LLC
Continuum Advisory, LLC
Qube Research & Technologies Ltd
Albion Financial Group /ut
Creekmur Asset Management LLC
Susquehanna International Group, Llp
Silverlake Wealth Management Llc
AlphaCore Capital LLC
Kovack Advisors, Inc.
Guardian Wealth Advisors, Llc / Nc
Lodestar Private Asset Management Llc
Cornerstone Management, Inc.
North Ridge Wealth Advisors, Inc.
Sequoia Financial Advisors, LLC
Mission Wealth Management, Lp
Townsend Asset Management Corp /nc/ /adv
Jpmorgan Chase & Co
M.e. Allison & Co., Inc.
McGuire Investment Group, LLC
Nbc Securities, Inc.
Simmons Bank
Atlantic Trust, LLC
Strategic Wealth Partners, Ltd.
Thrive Wealth Management, LLC
Safeguard Financial, LLC
Arete Wealth Advisors, LLC
Hartland & Co., LLC
J Hagan Capital, Inc.
Meridian Wealth Management, LLC
First Manhattan Co
CWA Asset Management Group, LLC
American Financial & Tax Strategies Inc
Indiana Trust & Investment Management CO
Cooksen Wealth, LLC
Financial Engines Advisors L.L.C.
Davis Investment Partners, LLC
American Trust
Davis Capital Management
Ausdal Financial Partners, Inc.
Bishop & Co Investment Management, LLC
Mechanics Bank Trust Department
Vision Capital Management, Inc.
Meritage Portfolio Management
Montag A & Associates Inc
Quadrant Capital Group Llc
Richard P Slaughter Associates Inc
Jentner Corp
Blackston Financial Advisory Group, LLC
SPC Financial, Inc.
CoreCap Advisors, LLC
Linscomb & Williams, Inc.
Pinnacle Financial Partners Inc
Pathstone Holdings, LLC
Foundations Investment Advisors, LLC
Sound View Wealth Advisors Group, LLC
SOL Capital Management CO
Hazlett, Burt & Watson, Inc.
Ashton Thomas Private Wealth, LLC
Financial Advisory Service, Inc.
Gallagher Fiduciary Advisors, LLC
Jones Financial Companies Lllp
Concord Wealth Partners
Synovus Financial Corp
Assetmark, Inc
Old Point Trust & Financial Services N A
LaSalle St. Investment Advisors, LLC
Bank Of Hawaii
CBIZ Investment Advisory Services, LLC
Thoroughbred Financial Services, Llc
Heritage Wealth Management, Inc. /CA/
Register Financial Advisors LLC
Copia Wealth Management
Magnus Financial Group LLC
Emerald Investment Partners, Llc
Amplius Wealth Advisors, LLC
S.A. Mason LLC
Umb Bank N A/mo
Raymond James Financial Inc
Quest 10 Wealth Builders, Inc.
MWA Asset Management
Wealthspire Advisors, LLC
Breakwater Investment Management
Northeast Investment Management
Kestra Private Wealth Services, Llc
Game Plan Financial Advisors, LLC
Martin Worley Group
Acorn Financial Advisory Services Inc /adv
Jfs Wealth Advisors, Llc
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
Cannon Financial Strategists, Inc.
Fmr Llc
National Bank Of Canada /fi/
Oppenheimer & Co Inc
River Wealth Advisors LLC
Sapient Capital Llc
International Assets Investment Management, Llc
Wells Fargo & Company/mn
ICONIQ Capital, LLC
Klingman & Associates, LLC
CI Private Wealth, LLC
Dravo Bay Llc
VSM Wealth Advisory, LLC
Passive Capital Management, LLC.
PFSMX - Northern Lights Fund Trust - RiskPro® PFG 30+ Fund Class R
Segment Wealth Management, LLC
Blair William & Co/il
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Richards, Merrill & Peterson, Inc.
Signature Estate & Investment Advisors Llc
Trust Co Of Toledo Na /oh/
Savvy Advisors, Inc.
Atomi Financial Group, Inc.
Pensionmark Financial Group, Llc
Td Private Client Wealth Llc
Wealth Preservation Advisors, LLC
Regent Peak Wealth Advisors LLC
Mesirow Financial Investment Management, Inc.
Stanich Group LLC
Ackerman Capital Advisors, LLC
Farmers & Merchants Trust Co of Chambersburg PA
Fonville Wealth Management LLC
Stewardship Advisors, LLC
Running Point Capital Advisors, LLC
Ieq Capital, Llc
Wells Financial Advisors INC
Financial Insights, Inc.
Tandem Financial, LLC
Verity Asset Management, Inc.
First Financial Corp /in/
Legacy Bridge, LLC
Beacon Pointe Advisors, LLC
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
Richmond Investment Services, LLC
Regal Investment Advisors LLC
Cherry Tree Wealth Management, LLC
Seacrest Wealth Management, Llc
North Star Investment Management Corp.
CX Institutional
Bangor Savings Bank
ProVise Management Group, LLC
JDM Financial Group LLC
Partners in Financial Planning
Sanibel Captiva Trust Company, Inc.
Nwam Llc
Fifth Third Wealth Advisors LLC
Grimes & Company, Inc.
TAGStone Capital, Inc.
PFG Investments, LLC
Fifth Third Bancorp
Riversedge Advisors, Llc
Smith, Moore & Co.
Retirement Planning Group
Tactive Advisors, LLC
Spinnaker Trust
Betterment LLC
Us Bancorp \de\
Lee Danner & Bass Inc
Dopkins Wealth Management, Llc
Empower Advisory Group, LLC
Chicago Partners Investment Group LLC
Leeward Financial Partners, LLC
Bailard, Inc.
Asset Allocation Strategies LLC
Fuller & Thaler Asset Management, Inc.
Diversify Wealth Management, Llc
New Wave Wealth Advisors Llc
Disciplined Investments, LLC
Schechter Investment Advisors, LLC
McNamara Financial Services, Inc.
Sunburst Financial Group, LLC
Merit Financial Group, LLC
Envestnet Asset Management Inc
AMG National Trust Bank
Diversified Trust Co
Vestmark Advisory Solutions, Inc.
Aptus Capital Advisors, LLC
Strategies Wealth Advisors, LLC
Verus Financial Partners, Inc.
Proffitt & Goodson Inc
Focus Financial Network, Inc.
Concurrent Investment Advisors, LLC
Clayton Financial Group LLC
Avenue 1 Advisors, LLC
SilverOak Wealth Management LLC
BOK Financial Private Wealth, Inc.
Manchester Capital Management LLC
Anchor Pointe Wealth Management, LLC
Nicolet Advisory Services, Llc
Forefront Wealth Partners, LLC
Essential Planning, LLC.
Hsbc Holdings Plc
Salomon & Ludwin, LLC
Cullen/frost Bankers, Inc.
Fourth Dimension Wealth, LLC
Kohmann Bosshard Financial Services, LLC
Glen Eagle Advisors, LLC
Wealthfront Advisers Llc
SkyOak Wealth, LLC
Angeles Wealth Management, Llc
Accretive Wealth Partners, LLC
Visionary Wealth Advisors
Convergence Financial, LLC
Ashton Thomas Securities, Llc
Mowery & Schoenfeld Wealth Management, LLC
Founders Grove Wealth Partners, Llc
Sofos Investments, Inc.
Sigma Investment Counselors Inc
BlackRock, Inc.
Gilliland Jeter Wealth Management LLC
Axim Planning & Wealth
Raleigh Capital Management Inc.
Delos Wealth Advisors, LLC
Stratos Wealth Advisors, LLC
Ironwood Financial, llc
Pacific Sun Financial Corp
Steel Peak Wealth Management LLC
Bnp Paribas Arbitrage, Sa
Fee-Only Financial Planning, L.C.
K2 Financial Inc.
Aaron Wealth Advisors LLC
Prestige Wealth Management Group LLC
Creekside Partners
Cetera Investment Advisers
Zeit Capital LLC
Coldstream Capital Management Inc
Sensible Money, LLC
Schneider Downs Wealth Management Advisors, LP
Strategic Financial Services, Inc,
Bay Capital Advisors, LLC
RFG Advisory, LLC
MTM Investment Management, LLC
Baird Financial Group, Inc.
Wealthspan Partners, Llc
Lazard Asset Management Llc
Matisse Capital
Exchange Traded Concepts, Llc
Bradley & Co. Private Wealth Management, LLC
Cornerstone Wealth Advisors, Inc.
Flagship Harbor Advisors, Llc
Aurelius Family Office LLC
Willis Johnson & Associates, Inc.
Solutions 4 Wealth, Ltd
Sage Financial Management Group, Inc.
Hurlow Wealth Management Group, Inc.
Proathlete Wealth Management Llc
Deutsche Bank Ag\
Principal Securities, Inc.
New England Private Wealth Advisors LLC
Argent Trust Co
Windward Private Wealth Management Inc.
Kure Advisory, LLC
Everstar Asset Management, LLC
Soltis Investment Advisors LLC
Integrity Wealth Solutions LLC
Whittier Trust Co Of Nevada Inc
Independent Wealth Network Inc.
Salem Investment Counselors Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Franklin Resources Inc
Valeo Financial Advisors, LLC
Trust Co of the South
Bank Of America Corp /de/
Coppell Advisory Solutions LLC
Berkshire Money Management, Inc.
Massmutual Trust Co Fsb/adv
Wealthedge Investment Advisors, Llc
Resolute Advisors LLC
Keystone Financial Services, LLC
American Financial Advisors, LLC
Murphy & Mullick Capital Management Corp
LifePlan Investment Advisors, Inc.
Global Trust Asset Management, LLC
Center For Asset Management LLC
MSH Capital Advisors LLC
Retirement Investment Advisors, Inc.
Wolff Financial Management Llc
Miracle Mile Advisors, LLC
Stonebridge Financial Planning Group, LLC
Five Pine Wealth Management
Galvin, Gaustad & Stein, LLC
Petix & Botte Co
Financial Management Professionals, Inc.
Ritholtz Wealth Management
Vigilare Wealth Management
Vawter Financial, Ltd.
Private Advisor Group, LLC
Golden State Equity Partners
Friedenthal Financial
American Money Management, LLC
Holistic Planning, LLC
Mayfair Advisory Group, LLC
My Purposeful Wealth Corp.
Quest Investment Management Llc
Wheelhouse Advisory Group LLC
Taylor Financial Group, Inc.
ERn Financial, LLC
Freestone Capital Holdings, LLC
Cutler Investment Counsel Llc
Garrett Investment Advisors LLC
Sigma Planning Corp
Warren Averett Asset Management, LLC
Prudential Financial Inc
Friday Financial
Northern Trust Corp
Ally Invest Advisors Inc.
Goldman Sachs Group Inc
Holderness Investments Co
First Horizon Advisors, Inc.
Channel Wealth Llc
BSW Wealth Partners
St. Louis Trust Co
Signaturefd, Llc
Sierra Ocean, Llc
Gwn Securities Inc.
Cherrydale Wealth Management, Llc
New Millennium Group LLC
Winthrop Capital Management, LLC
VisionPoint Advisory Group, LLC
CVA Family Office, LLC
Private Capital Management Llc
4wealth Advisors, Inc.
Milestone Asset Management Group, LLC
Atria Investments Llc
TFC Financial Management
Custom Index Systems, Llc
IFG Advisors, LLC
Park Square Financial Group, LLC
GSB Wealth Management, LLC
TFB Advisors LLC
Beacon Financial Advisory LLC
Jane Street Group, Llc
Systelligence, LLC
Patriot Investment Management Inc.
Godsey & Gibb Associates
Peterson Wealth Advisors, LLC
Wagner Wealth Management, Llc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Presilium Private Wealth, Llc
LexAurum Advisors, LLC
Lmcg Investments, Llc
Resources Investment Advisors, LLC.
Milestone Investment Advisors LLC
Morton Brown Family Wealth, LLC
Rinkey Investments
Citigroup Inc
Wiley Bros.-aintree Capital, Llc
Joel Isaacson & Co., LLC
Stephenson National Bank & Trust
Dentgroup LLC
Armstrong Advisory Group, Inc
Russell Investments Group, Ltd.
Fortis Group Advisors, LLC
Athena Investment Management
Financial Advisors Network, Inc.
Foster Dykema Cabot & Partners, Llc
Founders Financial Securities Llc
Accel Wealth Management
Legacy Capital Wealth Partners, LLC
Mount Yale Investment Advisors, LLC
Natixis Advisors, L.p.
Wedbush Securities Inc
Procyon Private Wealth Partners, LLC
Aspen Grove Capital, LLC
Savant Capital, LLC
Ronald Blue Trust, Inc.
JMG Financial Group, Ltd.
Opal Wealth Advisors, LLC
Von Berge Wealth Management Group, LLC
Rockbridge Investment Management, LCC
Finward Bancorp
Garden State Investment Advisory Services LLC
Belvedere Trading LLC
Kennicott Capital Management Llc
Bowman & Co S.C.
Edge Financial Advisors LLC
Fermata Advisors, LLC
Sandy Spring Bank
IFP Advisors, Inc
Diversified Enterprises, LLC
Clearwater Capital Advisors, LLC
Lido Advisors, LLC
Equitable Holdings, Inc.
Arcadia Investment Advisors Llc
Ewa, Llc
Praetorian Wealth Management, Inc.
Creative Financial Designs Inc /adv
Tobias Financial Advisors, Inc.
SlateStone Wealth, LLC
Sunbelt Securities, Inc.
Farmers & Merchants Investments Inc
Prospera Financial Services Inc
Tiaa Trust, National Association
Gladwyn Financial Advisors, Inc.
TPG Financial Advisors, LLC
Rsm Us Wealth Management Llc
Marcum Wealth, LLC
Alexander Labrunerie & Co., Inc.
Richardson Financial Services Inc.
Rockefeller Capital Management L.P.
Plancorp, LLC
HB Wealth Management, LLC
Black Diamond Financial, LLC
Royal Bank Of Canada
Piscataqua Savings Bank
Diversify Advisory Services, LLC
Brandywine Oak Private Wealth Llc
Archford Capital Strategies, LLC
Quotient Wealth Partners, LLC
Investment Advisory Group, LLC
Ballentine Partners, LLC
Colonial Trust Co / SC
Trilogy Capital Inc.
Vanguard Group Inc
Hemington Wealth Management
Main Street Group, LTD
EPG Wealth Management LLC
Mechanics Financial Corp
Jackson, Grant Investment Advisers, Inc.
Capital Analysts, Inc.
Fortis Capital Advisors, LLC
StoneX Group Inc.
Vestor Capital, Llc
Green Harvest Asset Management LLC
GAMMA Investing LLC
Strategic Investment Advisors / MI
Intergy Private Wealth, LLC
Kingswood Wealth Advisors, Llc
Prosperity Consulting Group, LLC
Sagace Wealth Management LLC
Pure Financial Advisors, Inc.
Carr Financial Group Corp
Brady Martz Wealth Solutions, LLC
Total Investment Management Inc
Noble Family Wealth, LLC
NCP Inc.
Ifrah Financial Services, Inc.
Sterling Financial Planning, Inc.
Hoge Financial Services, Llc
Avidian Wealth Solutions, LLC
Michels Family Financial, LLC
Delta Financial Group, Inc.
Atlantic Union Bankshares Corp
Northeast Financial Consultants Inc
Chapin Davis, Inc.
RTD Financial Advisors, Inc.
Waldron Private Wealth LLC
N.E.W. Advisory Services LLC
Capital Advisors Wealth Management, LLC
Genesis Private Wealth, Llc
Jacobi Capital Management LLC
Opus Capital Group, LLC
Fifth Third Securities, Inc.
Revisor Wealth Management LLC
DAVENPORT & Co LLC
Dynamic Wealth Strategies, LLC
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
Silvercrest Asset Management Group Llc
Philadelphia Trust Co
Johnson Financial Group, Inc.
DiNuzzo Private Wealth, Inc.
Creative Planning
Archer Investment Corp
SFG Wealth Management, LLC.
Evermay Wealth Management Llc
Coordinated Financial Services, Inc.
Buckingham Strategic Partners
Eclectic Associates Inc /adv
Narwhal Capital Management
Signature Resources Capital Management, LLC
Morgan Stanley
Newbridge Financial Services Group, Inc.
Alpine Bank Wealth Management
Moloney Securities Asset Management, LLC
O'ROURKE & COMPANY, Inc
Dakota Community Bank & Trust NA
Stenger Family Office, LLC
Asset Dedication, LLC
Warner Financial, Inc
Charles Schwab Investment Management Inc
Summit Wealth Group Llc / Co
Blue Investment Partners LLC
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
PUREfi Wealth, LLC
Titleist Asset Management, Llc
Center for Financial Planning, Inc.
Green Square Capital Advisors Llc
Alliancebernstein L.p.
Curbstone Financial Management Corp
Founders Financial Alliance, LLC
Trust Point Inc.
Qrg Capital Management, Inc.
Wbh Advisory Inc
Sei Investments Co
LaFleur & Godfrey LLC
Macroview Investment Management Llc
IAG Wealth Partners, LLC
Park Avenue Securities Llc
Investmark Advisory Group LLC
Costello Asset Management, INC
Smartleaf Asset Management LLC
Truepoint, Inc.
Jmac Enterprises Llc
Hanson & Doremus Investment Management
Simon Quick Advisors, Llc
Tradition Wealth Management, LLC
Tudor Investment Corp Et Al
Compton Wealth Advisory Group, LLC
Krilogy Financial LLC
Integrated Capital Management, LLC
Clarity Capital Advisors, LLC
MONECO Advisors, LLC
Citadel Advisors Llc
Parallel Advisors, LLC
Laurel Wealth Advisors LLC
Norden Group Llc
Kaizen Financial Strategies
Triton Wealth Management, PLLC
Capstone Triton Financial Group, LLC
Apriem Advisors
Whitaker-Myers Wealth Managers, LTD.
BLB&B Advisors, LLC
Financial Gravity Companies, Inc.
Apexium Financial, Lp
Harbour Capital Advisors, LLC
Orin Green Financial, LLC
Two Roads Shared Trust - Foundations Dynamic Growth ETF
Missouri Trust & Investment Co
Whipplewood Advisors, LLC
Kovitz Investment Group Partners, LLC
Smithfield Trust Co
Hrt Financial Lp
Eastern Bank
Evergreen Capital Management Llc
Steigerwald, Gordon & Koch Inc.
Perfromance Wealth Partners, LLC
Anfield Capital Management, LLC
AdvisorNet Financial, Inc
Pineridge Advisors LLC
Shepherd Financial Partners LLC
Orion Portfolio Solutions, LLC
Rakuten Securities, Inc.
Covington Investment Advisors Inc.
Evolution Wealth Management Inc.
Tenret Co LLC
Performa Ltd (US), LLC
Congress Asset Management Co /ma
SWAN Capital LLC
First United Bank Trust/
Vickerman Investment Advisors, Inc.
SFI Advisors, LLC
Farmers National Bank
Federation des caisses Desjardins du Quebec
Keyvantage Wealth, Llc
Dakota Wealth Management
Courier Capital Llc
Midwest Trust Co
Wedmont Private Capital
Atlas Legacy Advisors, LLC
Trust Co Of Vermont
Brinker Capital Investments, LLC
We Are One Seven, LLC
Waller Financial Planning Group, Inc
Bellevue Asset Management, Llc
XY Planning Network, Inc.
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
NorthStar Asset Management LLC /NJ/
Frazier Financial Advisors, LLC
Prosperity Planning, Inc.
First American Trust, Fsb
Spire Wealth Management
Venturi Wealth Management, LLC
Elser Financial Planning, Inc
Sutton Place Investors Llc
Glenmede Investment Management, LP
Commonwealth Equity Services, Llc
Dunhill Financial, LLC
Sightline Wealth Advisors, LLC
AllSquare Wealth Management LLC
Juncture Wealth Strategies, Llc
Daymark Wealth Partners, Llc
Wealth Enhancement Advisory Services, Llc
Washington Trust Advisors, Inc.
Ti-trust, Inc
Cerity Partners LLC
Financial Freedom, LLC
LPL Financial LLC
Adventist Health System/ West
Steward Partners Investment Advisory, Llc
Strategic Financial Concepts, LLC
Mather Group, Llc.
Beaird Harris Wealth Management, LLC
Asset Management Group, Inc.
Inspirion Wealth Advisors, Llc
Larson Financial Group LLC
IFG Advisory, LLC
Institute for Wealth Management, LLC.
North Capital, Inc.
Binnacle Investments Inc
Transce3nd, LLC
Relyea Zuckerberg Hanson LLC
Kingstone Capital Partners Texas, LLC
Key FInancial Inc
Keybank National Association/oh
MCF Advisors LLC
SOA Wealth Advisors, LLC.
Centaurus Financial, Inc.
Carnegie Capital Asset Management, LLC
Brickley Wealth Management
Pinnacle Wealth Management Advisory Group, LLC
Horizon Financial Services, Llc
Curio Wealth, Llc
Nbt Bank N A /ny
United Bank
Consolidated Portfolio Review Corp
Associated Banc-corp
Williams Jones Wealth Management, LLC.
Bank of New York Mellon Corp
Hamilton Point Investment Advisors, LLC
Bell Bank
Lgl Partners, Llc
Brown Brothers Harriman & Co
Mcdonald Partners Llc
Garde Capital, Inc.
Prime Capital Investment Advisors, LLC
Sagespring Wealth Partners, Llc
Independence Bank of Kentucky
Martel Wealth Advisors Inc
Capital Advisors, Ltd. LLC
Bravias Capital Group, LLC
Cascade Wealth Advisors, Inc
Northwest Bancshares, Inc.
Geneva Capital Management Llc
Talon Private Wealth, LLC
Avantax Advisory Services, Inc.
Robertson Stephens Wealth Management, LLC
PDS Planning, Inc
Axis Wealth Partners, LLC
Florida Financial Advisors, Llc
TCI Wealth Advisors, Inc.
WealthCare Investment Partners, LLC
Valley National Advisers Inc
Parkside Financial Bank & Trust
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
Thurston, Springer, Miller, Herd & Titak, Inc.
Goodwin Investment Advisory
Oldfather Financial Services, LLC
Bessemer Group Inc
Csenge Advisory Group
Main Street Financial Solutions, LLC
ORG Partners LLC
Marino, Stram & Associates Llc
Wells Trecaso Financial Group, LLC
Blume Capital Management, Inc.
Congress Wealth Management LLC / DE /
Mariner, LLC
Glenmede Trust Co Na
Comerica Bank
Sage Financial Group Inc
Johnson Investment Counsel Inc
Global Wealth Strategies & Associates
Parsons Capital Management Inc/ri
Cresset Asset Management, LLC
Brown Advisory Inc
UBS Group AG
Cornerstone Wealth Management, LLC
Crescent Grove Advisors, LLC
Lane & Associates LLC
Orion Capital Management LLC
Adviser Investments LLC
Professional Financial Advisors, LLC
Shelton Wealth Management, Llc
Coston, McIsaac & Partners
SRS Capital Advisors, Inc.
Ameritas Advisory Services, LLC
Keebeck Wealth Management, LLC
Gotham Asset Management, LLC
Key Client Fiduciary Advisors, LLC
Pillar Financial Advisors, LLC
Jeppson Wealth Management, Llc
Compass Ion Advisors, LLC
Tortoise Investment Management, LLC
Jamison Private Wealth Management, Inc.
Obsidian Personal Planning Solutions LLC
Texas Yale Capital Corp.
GWM Advisors LLC
Mill Creek Capital Advisors, LLC
Meridian Financial, LLC
American National Bank
WealthPlan Investment Management, LLC
Bank Of Montreal /can/
Quadcap Wealth Management, LLC
1832 Asset Management L.P.
Stephen J. Garry & Associates, Llc
United Capital Financial Advisers, Llc
Nabity-Jensen Investment Management Inc
Argent Advisors, Inc.
Provident Wealth Management, LLC
Mycio Wealth Partners, Llc
First Trust Advisors Lp
Wrenne Financial Planning LLC
BIP Alliance, LLC
Grove Bank & Trust
White Lighthouse Investment Management Inc.
Other Listings
MX:VBK
GB:0LOE
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista