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STOCK TICKER:
VANGUARD ST BOND ETF   (ticker: BSV)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 60
0 100 60
Current Holdings: 119,670,868
Previous Holdings: 106,006,448
Change: 12.89%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
Beacon Capital Management, Inc. 1,139%8,604,292 9,360,010 UBS Group AG 99%2,876,973 24,725
ENVESTNET ASSET MANAGEMENT INC 13%2,542,154 22,394,825 Johanson Financial Advisors, Inc. 99%1,258,969 12,949
RAYMOND JAMES & ASSOCIATES 201%994,720 1,490,743 WELLS FARGO & CO/MN 11%1,177,396 9,177,477
CAPTRUST FINANCIAL ADVISORS bought491,026 491,026 Amerivest Investment Management LLC 14%703,741 4,366,151
NextCapital Advisers, Inc. 388%428,513 538,870 Creative Planning sold475,117 0
Personal Capital Advisors Corp 6%394,972 7,309,978 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold460,000 0
US BANCORP DE bought381,290 381,290 ETRADE Capital Management LLC 98%451,609 10,036
Athanor Capital, LP bought355,166 355,166 PLANNING DIRECTIONS INC sold359,017 0
PBWM Holdings, LLC 347%301,531 388,373 ALPS ADVISERS INC 57%344,929 265,139
AMERITAS INVESTMENT CORP 8,586%296,910 300,368 Heartwood Wealth Advisors LLC 96%247,559 10,193
Efficient Wealth Management LLC 5,848%293,403 298,420 PEAPACK GLADSTONE FINANCIAL CORP sold235,046 0
Mirae Asset Global Investments Co., Ltd. 310%285,910 378,195 EASTERN BANK 92%189,871 16,939
JANE STREET GROUP, LLC bought281,166 281,166 COMMONWEALTH EQUITY SERVICES, LLC. 9%184,494 1,775,434
SG Americas Securities, LLC 6,835%273,400 277,400 DAVENPORT & CO LLC 75%173,332 58,439
Bank of New York Mellon CORP 13%232,844 2,077,175 FIRST MERCANTILE TRUST CO 53%172,382 153,414
M&T BANK CORP bought221,819 221,819 UNITED SERVICES AUTOMOBILE ASSOCIATION 15%169,987 978,241
Hanson McClain, Inc. 11,080%218,386 220,357 National Asset Management, Inc. sold158,545 0
VICTORY CAPITAL MANAGEMENT INC 56%189,469 527,849 JONES FINANCIAL COMPANIES LLLP 16%144,460 734,559
Advisors Preferred, LLC 35,716%178,578 179,078 Hapanowicz & Associates Financial Services, Inc 16%137,493 726,580
MERCER GLOBAL ADVISORS INC /ADV 18%169,453 1,115,334 Truepoint, Inc. 10%126,527 1,173,587
Cambria Investment Management, L.P. bought168,285 168,285 Wellesley Investment Partners, LLC 27%112,884 309,880
IBERIABANK CORP 30%151,880 662,584 ANCHOR CAPITAL ADVISORS INC 34%112,466 215,230
Trilogy Capital Inc. bought145,839 145,839 Lutz Financial Services LLC 24%97,157 302,135
SMITHFIELD TRUST CO 9%138,365 1,647,953 Manning & Napier Group, LLC 94%92,043 5,976
Ancora Advisors, LLC bought132,228 132,228 Morningstar Investment Services, Inc. 4%91,793 2,259,940
MML INVESTORS SERVICES, LLC 32%128,347 534,850 DAVIDSON D A & CO 8%86,919 1,050,047
J P MORGAN CHASE & CO 4%124,414 3,189,506 FIFTH THIRD BANCORP 21%83,514 312,275
Janney Montgomery Scott LLC 25%121,955 613,808 Kingfisher Capital LLC 67%77,401 38,545
Freestone Capital Holdings, LLC 16%109,073 783,710 Affiance Financial, LLC 32%75,348 161,100
CWM, LLC 2,757%108,144 112,067 McCutchen Group LLC 35%73,953 137,553
Valmark Advisers, Inc. 21%81,121 475,057 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 99%73,141 1,052
First Allied Advisory Services, Inc. 64%80,881 206,820 Sage Advisory Services, Ltd.Co. sold64,481 0
LS Investment Advisors, LLC 80,400%80,400 80,500 BP WEALTH MANAGEMENT, LLC 100%64,019 15
M Holdings Securities, Inc. bought73,869 73,869 Independent Advisor Alliance sold63,296 0
Camelot Portfolios, LLC 86%70,021 151,095 Chandler Asset Management, Inc. sold62,891 0
Bartlett & Co. LLC bought64,738 64,738 Homrich & Berg 56%56,305 43,919
Penserra Capital Management LLC bought62,175 62,175 Willow Creek Wealth Management Inc. 10%51,802 465,159
Apella Capital, LLC bought61,247 61,247 Soltis Investment Advisors LLC 87%51,262 7,493
NEXT Financial Group, Inc 179%58,066 90,417 LPL Financial CORP 1%49,928 3,541,553
Sowell Financial Services LLC 258%57,007 79,145 J.W. COLE ADVISORS, INC. sold49,718 0
Karpus Management, Inc. bought53,925 53,925 HT Partners LLC 16%41,380 210,620
PARTNERS CAPITAL INVESTMENT GROUP, LLP bought53,000 53,000 Morningstar Investment Management LLC sold40,588 0
Baird Financial Group, Inc. bought51,182 51,182 Richard Bernstein Advisors LLC 58%37,847 27,927
Private Advisor Group, LLC 32%46,043 188,581 AdvicePeriod, LLC 13%35,161 238,026
OLD MISSION CAPITAL LLC bought45,837 45,837 Calamos Wealth Management LLC 40%33,878 51,353
SYNOVUS FINANCIAL CORP 927%45,208 50,085 C-J Advisory, Inc 20%23,071 91,134
TRUE Private Wealth Advisors bought44,562 44,562 FDx Advisors, Inc. sold21,007 0
Fortis Advisors, LLC 287%44,307 59,738 Fiduciary Group LLC 4%20,659 509,898
Adviser Investments LLC 7%43,701 711,009 PagnatoKarp Partners LLC 53%20,599 18,082
Beacon Pointe Advisors, LLC 163%43,048 69,478 MidWestOne Financial Group, Inc. sold19,530 0
Baldrige Asset Management LLC 303%42,522 56,567 Carlson Capital Management 8%19,432 210,695
Pasadena Private Wealth, LLC bought41,332 41,332 Arden Trust Co 70%19,301 8,111
TD Capital Management LLC 6%41,256 775,300 Regal Investment Advisors, LLC 32%18,945 40,888
HawsGoodwin Investment Management LLC 136%37,589 65,277 PARK AVENUE SECURITIES LLC sold18,597 0
HM PAYSON & CO bought35,972 35,972 Columbia Asset Management sold17,242 0
Multi-Financial Securities Corp 132%34,527 60,642 Ballentine, Finn & Company, Inc. sold16,700 0
Graves-Light Private Wealth Management, Inc. 16%34,327 243,798 Monument Capital Management sold15,877 0
Blue Sky Asset Management, LLC bought34,284 34,284 Your Advocates Ltd., LLP 15%15,519 88,376
Bank Julius Baer & Co. Ltd, Zurich bought32,112 32,112 KING LUTHER CAPITAL MANAGEMENT CORP 44%14,325 18,490
MEEDER ASSET MANAGEMENT INC 198%30,824 46,385 CORBETT ROAD CAPITAL MANAGEMENT, LLC 31%13,289 29,428
Elevated Capital Advisors, LLC 494%30,546 36,734 Modus Advisors, LLC 15%13,224 74,242
Symmetry Partner, LLC 31%30,299 127,731 Barnes Bonner Castles sold12,808 0
Diversified Portfolios, Inc. 8%28,368 404,860 ANDERSON FISHER LLC 14%12,782 80,927
Kingsview Wealth Management, LLC 1,061%28,316 30,985 MYCIO WEALTH PARTNERS, LLC sold12,716 0
Coastline Trust CO 66%28,145 70,482 Vestmark Advisory Solutions, Inc. 63%12,694 7,454
NICOLET ADVISORY SERVICES, LLC 89%26,977 57,159 DUBUQUE BANK & TRUST CO sold12,620 0
Highland Private Wealth Management 26%24,533 118,695 Susquehanna International Group, LLP sold12,407 0
StrongBox Wealth, LLC bought23,383 23,383 CITIGROUP INC 4%12,277 308,093
Windsor Group LTD 114%22,442 42,043 Kuehl Shepherd Kozlowski & Associates,Inc. 1%12,052 933,306
Rosenberg Matthew Hamilton bought22,198 22,198 Buckingham Asset Management, LLC 14%11,666 70,022
Goss Wealth Management LLC 18%21,940 146,464 Brookstone Capital Management 12%11,645 83,172
PDS Planning, Inc bought20,871 20,871 Semmax Financial Advisors Inc. 20%11,215 45,752
HighTower Advisors, LLC 5%20,547 406,180 FINANCIAL LIFE ADVISORS sold10,863 0
CENTAURUS FINANCIAL, INC. 146%20,161 33,982 BBVA USA BANCSHARES INC 5%10,810 210,859
Parsec Financial Management, Inc. bought19,353 19,353 TELEMUS CAPITAL, LLC 4%10,486 261,069
IEQ CAPITAL, LLC bought18,790 18,790 EFG Asset Management (Americas) Corp. 53%10,301 9,097
FIRST CITIZENS BANK & TRUST CO bought18,651 18,651 CHATHAM CAPITAL GROUP, INC. 13%10,195 70,935
Insight Folios Inc 222%18,104 26,261 Parallel Advisors, LLC 8%10,109 113,301
Disciplined Investments, LLC bought17,990 17,990 DEUTSCHE BANK AG 9%9,749 100,550
Johnson Financial Group, Inc. 462%17,413 21,180 Alexandria Capital, LLC 8%9,748 114,289
Perigon Wealth Management, LLC 262%17,249 23,835 USAdvisors Wealth Management, LLC sold9,514 0
Milestone Group, Inc. 109%16,278 31,243 Global Financial Private Capital, LLC 4%9,260 241,317
Rathbone Brothers plc 22%16,215 91,597 Quantitative Advantage LLC 20%9,237 36,356
Raymond James Financial Services Advisors, Inc. 2%15,858 908,882 Comprehensive Portfolio Management, LLC 1%9,223 677,838
Brickley Wealth Management 4%15,212 392,878 Emerald Advisors, LLC sold9,043 0
LEVEL FOUR ADVISORY SERVICES, LLC 142%15,031 25,590 Prestige Wealth Management Group LLC sold8,888 0
Paracle Advisors, LLC bought14,445 14,445 ASSOCIATED BANC-CORP 9%8,851 86,044
White Lighthouse Investment Management Inc. 17%14,421 101,329 St. James Investment Company, LLC sold8,151 0
Slow Capital, Inc. 284%14,036 18,975 COLONY GROUP LLC 8%7,867 88,264
MANAGED ACCOUNT SERVICES INC 49%14,025 42,561 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 12%7,684 56,582
Financial Network 16%13,814 101,374 CMC Financial Group sold7,488 0
Swift Run Capital Management, LLC bought13,800 13,800 Private Wealth Group, LLC 48%7,456 8,119
tru Independence LLC bought13,467 13,467 Archer Investment Corp 99%7,327 106
Matrix Trust Co 7%13,271 191,212 Man Group plc 9%7,206 74,318
Capital Wealth Planning, LLC bought13,127 13,127 Strategic Investment Advisors, Inc 55%7,168 5,869
Banco Santander, S.A. 107%12,816 24,786 180 WEALTH ADVISORS, LLC 9%6,027 60,210
Massey, Quick & Co., LLC 3,115%12,770 13,180 Parkside Financial Bank & Trust 14%5,971 35,379
Betterment LLC 14%12,628 101,612 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0%5,791 4,427,230
Windham Capital Management, LLC 38%12,250 44,153 UNIONBANCAL CORP 10%5,782 50,776
CAROLINAS WEALTH CONSULTING LLC bought11,972 11,972 Parkside Investments, LLC sold5,705 0
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought11,947 11,947 ALLIANCEBERNSTEIN L.P. 13%5,696 38,461
55I, LLC 292%11,242 15,098 Steward Partners Investment Advisory, LLC 14%5,633 34,101
EP Wealth Advisors, Inc. bought11,206 11,206 Evensky & Katz, Inc. 12%5,622 42,325
Trinity Legacy Partners LLC bought10,927 10,927 Financial Gravity Wealth, Inc. 54%5,392 4,629
FineMark National Bank & Trust 14%10,610 87,212 CONGRESS ASSET MANAGEMENT CO /MA sold5,341 0
Aries Wealth Management 84%10,312 22,586 ALPHA WINDWARD LLC 15%5,140 28,350
BANK OF MONTREAL /CAN/ 11%10,178 99,753 Arkfeld Wealth Strategies, L.L.C. 37%5,125 8,705
Wallington Asset Management, LLC bought9,816 9,816 Renaissance Technologies(Jim Simons) 4%5,000 114,800
Cornerstone Wealth Group, LLC bought9,778 9,778 Alpha Cubed Investments, LLC 64%4,832 2,678
CAPITAL CITY TRUST CO/FL 129%9,720 17,265 BANK OF HAWAII 9%4,608 46,964
Cetera Investment Advisers 29%9,624 43,080 AVALON ADVISORS L P sold4,536 0
Karp Capital Management Corp bought9,326 9,326 Annex Advisory Services, LLC 32%4,417 9,204
EPG Wealth Management LLC 6,934%9,153 9,285 RFG Advisory Group, LLC sold4,267 0
JNB Advisors LLC bought8,657 8,657 Stratos Wealth Partners, LTD. 14%4,114 26,179
TRUST CO OF VERMONT 94%8,633 17,796 Samalin Investment Counsel, LLC 16%4,074 21,309
Americana Partners, LLC bought8,594 8,594 Radnor Capital Management, LLC sold4,047 0
EVERETT HARRIS & CO /CA/ 30%8,345 36,275 Wela Strategies, LLC 11%3,976 33,679
Allen Investment Management LLC 10%7,991 91,716 Argent Trust Co 32%3,869 8,234
Summit Wealth Group, LLC 9%7,417 90,565 Great Lakes Retirement, Inc. 24%3,856 12,124
MASSMUTUAL TRUST CO FSB/ADV bought7,389 7,389 Lido Advisors, LLC 60%3,799 2,533
OPPENHEIMER ASSET MANAGEMENT INC 16%7,069 49,936 Plancorp, LLC 13%3,736 25,068
FIRST HAWAIIAN BANK 10%6,940 74,631 Main Management LLC 60%3,721 2,517
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 10%6,911 78,002 Gilbert & Cook, Inc. 14%3,686 22,251
SigFig Wealth Management, LLC 262%6,662 9,202 UMA Financial Services, Inc. sold3,655 0
Maxim Capital Management LLC bought6,623 6,623 WEBSTER BANK, N. A. 12%3,632 27,366
Mangham Associates,LLC bought6,521 6,521 DELTA FINANCIAL ADVISORS LLC 29%3,579 8,957
Sontag Advisory, LLC bought6,498 6,498 Confluence Wealth Management LLC 27%3,576 9,556
SCOTIA CAPITAL INC. 34%6,423 25,086 ProVise Management Group, LLC 5%3,478 65,341
ARLINGTON PARTNERS LLC 370%6,422 8,159 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV sold3,433 0
BURNEY CO/ 4%6,257 167,993 REDW Stanley Financial Advisors LLC 8%3,411 38,898
Pensionmark Financial Group, LLC 120%6,150 11,281 Toroso Investments, LLC sold3,387 0
Retirement Planning Group 132%6,081 10,688 Change Path, LLC 3%3,386 109,063
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. bought5,940 5,940 Baker Ellis Asset Management LLC 23%3,300 11,000
TFO-TDC, LLC 1,496%5,908 6,303 Koshinski Asset Management, Inc. 12%3,286 25,160
Northstar Group, Inc. 13%5,765 50,855 INTL FCSTONE INC. sold3,255 0
WHITTIER TRUST CO 7%5,734 83,953 LVW Advisors, LLC 25%3,232 9,611
TNB Financial 3%5,625 186,088 KEYBANK NATIONAL ASSOCIATION/OH 15%3,141 18,103
IFG Advisory, LLC 10%5,501 59,925 OLD NATIONAL BANCORP /IN/ 3%3,130 86,324
Puplava Financial Services, Inc. 16%5,357 38,925 NORTHWEST WEALTH MANAGEMENT, LLC 7%3,107 43,090
A. D. Beadell Investment Counsel, Inc. 169%5,190 8,265 XML Financial, LLC sold3,102 0
Independence Advisors, LLC 251%5,170 7,232 WEALTHSOURCE PARTNERS, LLC 24%3,050 9,727
Strategic Investment Advisors / MI 15%5,097 38,318 DEARBORN PARTNERS LLC 42%3,034 4,276
WAGNER CAPITAL MANAGEMENT CORP 78%4,917 11,209 American Investment Services, Inc. 5%3,019 52,776
INVESTMENT PARTNERS LTD /OH/ /ADV 31%4,807 20,221 Patriot Investment Management Inc. 2%2,975 133,812
One Capital Management, LLC bought4,772 4,772 Raab & Moskowitz Asset Management LLC sold2,858 0
Capital Investment Advisory Services, LLC bought4,738 4,738 Jentner Corp 1%2,805 268,631
WEDBUSH MORGAN SECURITIES INC 15%4,696 35,133 USCA RIA LLC sold2,761 0
PROEQUITIES, INC. 5%4,641 99,674 Wakefield Asset Management LLLP sold2,730 0
Integrated Wealth Concepts LLC 23%4,619 25,020 SkyOak Wealt, LLC sold2,712 0
LINCOLN NATIONAL CORP 23%4,426 23,811 Round Table Services, LLC sold2,659 0
Lakeview Capital Partners, LLC 17%4,306 29,258 Coe Capital Management, LLC 7%2,632 35,560
Certified Advisory Corp 81%4,303 9,604 DORCHESTER WEALTH MANAGEMENT Co sold2,626 0
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 85%4,293 9,339 PINNACLE FINANCIAL PARTNERS INC 7%2,626 33,214
Concorde Asset Management, LLC bought4,274 4,274 Merit Financial Group, LLC sold2,603 0
FIRST NATIONAL BANK OF OMAHA 47%4,210 13,183 HOWARD FINANCIAL SERVICES, LTD. 22%2,601 9,314
Parcion Private Wealth LLC bought4,130 4,130 Larson Financial Group LLC 12%2,557 18,774
Foothills Asset Management, Ltd. 25%4,053 19,966 HUNTINGTON NATIONAL BANK 26%2,555 7,228
Zhang Financial LLC 61%4,007 10,585 Oakmont Partners LLC 37%2,546 4,328
PrairieView Partners, LLC 1%3,960 408,886 Kovack Advisors, Inc. 13%2,532 17,089
KANAWHA CAPITAL MANAGEMENT LLC 5%3,960 86,792 Krilogy Financial LLC sold2,497 0
WOLVERINE TRADING, LLC bought3,900 3,900 BHK Investment Advisors, LLC 7%2,376 31,909
Ellevest, Inc. 20%3,855 22,976 SADOFF INVESTMENT MANAGEMENT LLC 4%2,240 59,174
EVOKE WEALTH, LLC bought3,840 3,840 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6%2,208 34,846
Spectrum Asset Management, Inc. (NB/CA) bought3,650 3,650 Savant Capital Management Inc 7%2,203 28,240
AdvisorNet Financial, Inc 144%3,625 6,140 Integrated Advisors Network LLC 9%2,200 23,353
SMITH CAPITAL MANAGEMENT INC /AR/ADV bought3,525 3,525 Gradient Capital Advisors, LLC 14%2,163 12,989
Capital Asset Advisory Services LLC 50,029%3,502 3,509 Capital Analysts, Inc. 49%2,160 2,235
Burleson & Company, LLC 5%3,384 77,522 Colorado Capital Management, Inc. 3%2,009 66,667
BOENNING & SCATTERGOOD, INC. 21%3,364 19,057 Dynamic Advisors Solutions LLC 15%2,002 11,426
Altavista Wealth Management, Inc. bought3,360 3,360 Hillcrest Wealth Advisors - NY, LLC 11%2,000 16,303
CAPITAL ONE FINANCIAL CORP bought3,314 3,314 Personal Wealth Partners sold1,992 0
Atlantic Trust Group, LLC 24%3,241 16,474 TFG Advisers LLC sold1,969 0
Veracity Capital LLC bought3,228 3,228 Alhambra Investment Partners LLC 12%1,929 13,841
RSM US WEALTH MANAGEMENT LLC bought3,220 3,220 Capital Advisors, Ltd. LLC 88%1,790 250
Covington Capital Management 6%3,088 57,081 Day & Ennis, LLC 2%1,703 111,082
Glassman Wealth Services 4,059%3,085 3,161 Baker Avenue Asset Management, LP 2%1,695 71,909
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 9%3,058 38,964 HOWARD WEALTH MANAGEMENT, LLC sold1,681 0
SNS Financial Group, LLC bought2,917 2,917 Paul A. Violich, Inc. 13%1,665 10,815
Fisher Asset Management, LLC(Kenneth L. Fisher) 99%2,858 5,732 LPWM LLC 28%1,607 4,111
Aurum Wealth Management Group, LLC 10%2,849 31,438 UMB BANK N A/MO 11%1,565 12,806
Good Life Advisors, LLC bought2,794 2,794 Wall Street Access Asset Management, LLC 22%1,354 4,739
Roundview Capital LLC 4%2,719 64,011 PARK NATIONAL CORP /OH/ 13%1,304 9,021
Private Capital Group, LLC 4%2,645 64,356 First Heartland Consultants, Inc. 2%1,239 51,261
Evanson Asset Management, LLC 11%2,587 25,217 Burns Wealth Management, Inc. 12%1,233 8,962
GUYASUTA INVESTMENT ADVISORS INC bought2,570 2,570 Emerald Investment Partners, LLC 55%1,200 985
WESTWOOD HOLDINGS GROUP INC 2,335%2,568 2,678 AlphaStar Capital Management, LLC 4%1,184 27,091
Legacy Private Trust Co. bought2,441 2,441 Coastal Investment Advisors, Inc. sold1,168 0
Lincoln Capital LLC 34%2,375 9,449 KWMG, LLC 0%1,165 309,875
PAPP L ROY & ASSOCIATES 12%2,369 22,045 Bridgeworth, LLC 17%1,102 5,302
New England Private Wealth Advisors LLC 6%2,245 40,111 PAX Financial Group, LLC 14%1,072 6,441
Golden State Wealth Management, LLC bought2,211 2,211 FCG ADVISORS, LLC 11%1,057 8,249
CALTON & ASSOCIATES, INC. 7%2,206 33,016 Pointe Capital Management LLC 5%995 17,179
TD ASSET MANAGEMENT INC 37%2,138 7,862 Financial Advocates Investment Management 2%983 39,838
OPPENHEIMER & CO INC 12%2,094 20,289 FIERA SCEPTRE INC. 24%951 2,955
DOWLING & YAHNKE INC 11%2,083 21,875 Bull Street Advisors, LLC 2%940 44,862
Patriot Financial Group Insurance Agency, LLC 53%1,983 5,760 Intellectus Partners, LLC 11%920 7,473
Hartland & Co., LLC bought1,982 1,982 PACIFIC FINANCIAL GROUP INC 3%911 33,062
EisnerAmper Wealth Management Corporate Benefits, LLC 3%1,848 62,263 CULBERTSON A N & CO INC 2%875 43,295
OVERBROOK MANAGEMENT CORP 63%1,835 4,735 Regent Peak Wealth Advisors LLC 9%861 9,088
JUNCTURE WEALTH STRATEGIES, LLC 6%1,776 33,321 Ellenbecker Investment Group 3%857 23,989
LBMC INVESTMENT ADVISORS, LLC 41%1,770 6,063 SIGNATUREFD, LLC 39%818 1,293
Empirical Financial Services, LLC 6%1,675 31,676 KINGS POINT CAPITAL MANAGEMENT 1%809 56,378
NORTHERN OAK CAPITAL MANAGEMENT INC bought1,674 1,674 Kelman-Lazarov, Inc. 15%802 4,389
Berkshire Money Management, Inc. bought1,611 1,611 Stonehearth Capital Management, LLC 5%755 14,565
QUANTUM CAPITAL MANAGEMENT 1%1,571 117,571 Vista Wealth Management Group, LLC 8%755 8,274
JOHN G ULLMAN & ASSOCIATES INC 15%1,558 11,873 Astoria Strategic Wealth, Inc. 19%722 3,108
SeaCrest Wealth Management, LLC 10%1,555 17,159 SeaBridge Investment Advisors LLC 2%703 35,492
Global Retirement Partners, LLC 16%1,456 10,314 Claybrook Capital, LLC 16%700 3,600
SCBT FINANCIAL CORP 10%1,429 16,403 Patten Group, Inc. 13%695 4,670
Linscomb & Williams, Inc. 53%1,354 3,895 Cascade Investment Advisors, Inc. 13%685 4,715
CUTLER INVESTMENT COUNSEL LLC 0%1,301 303,879 CREATIVE FINANCIAL DESIGNS INC /ADV sold678 0
TRUSTCORE FINANCIAL SERVICES, LLC 8%1,281 17,102 Capital Bank & Trust Co sold659 0
Portfolio Solutions 24%1,236 6,414 SEIZERT CAPITAL PARTNERS, LLC 3%659 24,781
Eqis Capital Management, Inc. 1%1,234 107,008 DAVIDSON TRUST CO 10%651 5,784
CPCM, LLC 3%1,226 36,267 Acorn Wealth Advisors, LLC 20%650 2,637
Aspire Private Capital, LLC 2%1,198 51,951 ALESCO ADVISORS LLC 3%645 20,005
Laurel Wealth Advisors, Inc. 7%1,186 18,193 Connecticut Wealth Management, LLC 7%644 8,354
WELCH & FORBES LLC 6%1,145 20,988 Sigma Planning Corp 2%638 28,172
McNaughton Wealth Management, LLC 27%1,141 5,415 Plante Moran Financial Advisors Ltd Partnership 90%624 72
REGENTATLANTIC CAPITAL LLC 4%1,119 31,750 FAGAN ASSOCIATES, INC. 1%610 56,661
Capital Investment Advisors, LLC 1%1,065 178,578 BDO Wealth Advisors, LLC 1%600 40,525
PROFFITT & GOODSON INC 4%1,058 24,781 Lionsbridge Wealth Management LLC 3%594 20,019
BENJAMIN F. EDWARDS & COMPANY, INC. 2%1,038 49,885 Manchester Capital Management LLC sold590 0
Stonebridge Capital Advisors LLC bought1,008 1,008 Petix & Botte Co 13%584 3,962
Private Ocean, LLC 139%1,001 1,721 PNC FINANCIAL SERVICES GROUP INC 1%577 52,801
Godshalk Welsh Capital Management, Inc. 7%975 14,950 Ridgewood Investments LLC 9%577 5,649
BRIGHTON JONES LLC 10%945 10,007 MCF Advisors LLC 49%570 600
TIEDEMANN WEALTH MANAGEMENT, LLC 32%941 3,901 BRONFMAN E.L. ROTHSCHILD, L.P. 8%562 6,498
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 3%937 34,116 BRAVE ASSET MANAGEMENT INC 3%548 15,796
Gradient Investments LLC 30%865 3,727 Carroll Financial Associates, Inc. 16%548 2,799
Clearshares LLC 3%862 34,103 Sequoia Financial Advisors, LLC 7%547 7,620
Center for Financial Planning, Inc. bought840 840 SVB Wealth Advisory, Inc. 2%539 32,000
Wealthcare Advisory Partners LLC 24%816 4,164 Great Diamond Partners, LLC sold536 0
BLB&B Advisors, LLC 5%750 15,906 Pinnacle Bank 47%529 603
SEI INVESTMENTS CO 24%739 3,789 Horan Capital Advisors, LLC. sold522 0
COMMERCE BANK N A/MO 1%726 124,295 PERSONAL CFO SOLUTIONS, LLC 8%500 5,933
First PREMIER Bank 1,589%699 743 Filbrandt Wealth Management, LLC sold485 0
H D Vest Advisory Services 14%689 5,688 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1%476 38,453
Houlihan Financial Resource Group, Ltd. 1%669 93,479 Resources Investment Advisors, Inc. 1%461 55,579
TRUEWEALTH LLC 7%658 10,266 Carnegie Capital Asset Management, LLC 4%450 11,440
Wealth Quarterback LLC bought642 642 Alpine Investment Management, LLC 1%449 56,616
Windsor Capital Management, LLC 1%630 57,323 STEPHENS INC /AR/ 2%444 26,880
MOSELEY INVESTMENT MANAGEMENT INC 8%630 8,907 LifeSteps Financial, Inc. 2%435 22,376
Financial Architects, Inc 48%622 1,929 Coastal Capital Group, Inc. 49%435 450
FIRST MERCHANTS CORP 24%615 3,205 Resource Planning Group 4%431 10,289
Harwood Advisory Group, LLC bought605 605 American Institute for Advanced Investment Management, LLP 3%430 16,326
FLAGSHIP HARBOR ADVISORS, LLC 10%601 6,792 BEACON INVESTMENT ADVISORY SERVICES, INC. 4%422 9,087
Loudon Investment Management, LLC 9%600 7,285 Krasney Financial LLC 5%410 7,746
Global Wealth Management Investment Advisory, Inc. 3%596 21,787 GSB Wealth Management, LLC sold402 0
FIRST AMERICAN TRUST CO 1%586 57,179 Western Wealth Management, LLC 3%387 12,319
PRINCIPAL FINANCIAL GROUP INC 8%577 8,270 Streettalk Advisors, LLC 12%381 2,897
Bay Harbor Wealth Management, LLC 0%537 133,607 Nadler Financial Group, Inc. 7%379 4,947
WHITTIER TRUST CO OF NEVADA INC 1%531 60,518 WASHBURN CAPITAL MANAGEMENT, INC. 4%350 8,637
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2%501 24,377 Trust Co sold349 0
Carmichael Hill & Associates, Inc. 40%486 1,701 Brio Consultants, LLC 0%346 75,553
Perennial Advisors, LLC bought465 465 MONETA GROUP INVESTMENT ADVISORS INC 5%341 6,668
S.A. Mason LLC 8%455 6,213 FIRST INTERSTATE BANK sold339 0
NAPLES GLOBAL ADVISORS, LLC 5%445 8,780 LEAVELL INVESTMENT MANAGEMENT, INC. 0%337 261,053
Wolff Financial Management LLC 9%433 5,519 Miracle Mile Advisors, LLC 9%332 3,518
Chicago Wealth Management, Inc. 2%427 20,527 RAYMOND JAMES TRUST CO 2%322 20,645
AE Wealth Management LLC 0%424 120,207 NWAM LLC 0%310 82,679
Investors Research Corp bought410 410 VERUS CAPITAL PARTNERS, LLC 26%310 893
ASPIRIANT, LLC 4%405 11,552 CITIZENS FINANCIAL GROUP INC/RI 91%305 30
Key FInancial Inc bought363 363 TRUST CO OF VIRGINIA /VA 5%300 5,595
Fundamentun, LLC 8%359 5,051 Fulton Breakefield Broenniman LLC 9%300 2,951
Aptus Capital Advisors, LLC 13%244 2,073 Schneider Downs Wealth Management Advisors, LP 8%284 3,426
Arbor Investment Advisors, LLC 0%234 191,063 Tower View Investment Management & Research LLC sold250 0
BEESE FULMER INVESTMENT MANAGEMENT, INC. 9%233 2,722 Retirement Network sold243 0
LAKE STREET ADVISORS GROUP, LLC 1%225 44,114 Hoover Financial Advisors, Inc. 6%231 3,733
Meridian Wealth Management, LLC 6%223 4,170 Mosaic Family Wealth, LLC 2%217 12,849
Strategic Wealth Advisors Group,Inc. 1%207 22,768 MATRIX ASSET ADVISORS INC/NY 6%215 3,457
BALLAST ADVISORS LLC bought201 201 Rodgers Brothers Inc. 6%214 3,279
Secure Asset Management, LLC 2%196 11,602 Clear Harbor Asset Management, LLC sold210 0
FIRST MANHATTAN CO 8%188 2,590 Country Club Trust Company, n.a. 5%205 4,038
Front Row Advisors LLC 7%186 2,780 CLIFFORD SWAN INVESTMENT COUNSEL LLC 3%200 6,852
Alpha Omega Wealth Management LLC 5%172 3,958 Horan Securities, Inc. 5%197 4,156
Archford Capital Strategies, LLC 1%147 12,263 Evolution Wealth Advisors, LLC 0%195 78,651
ROPES WEALTH ADVISORS LLC 48%130 400 Mengis Capital Management, Inc. 1%190 15,748
COURIER CAPITAL CORP 4%127 3,277 Ellis Investment Partners, LLC 31%189 420
Valeo Financial Advisors, LLC 19%120 739 IFP Advisors, Inc 3%186 5,401
Jacobi Capital Management LLC 3%118 4,233 JACOBSON & SCHMITT ADVISORS, LLC 4%182 4,275
Garde Capital, Inc. 1%116 12,550 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 81%176 41
Sandy Spring Bank 14%115 940 Stratos Wealth Advisors, LLC 3%175 5,321
REGIONS FINANCIAL CORP 1%110 18,503 MainStreet Investment Advisors LLC 2%160 9,638
Lion Street Advisors, LLC 2%100 4,264 Partnervest Advisory Services LLC 1%153 15,947
STALEY CAPITAL ADVISERS INC 0%100 44,019 Ashfield Capital Partners, LLC 1%150 10,026
COLTON GROOME FINANCIAL ADVISORS, LLC 4%99 2,647 Veritable, L.P. 1%149 23,491
Smith & Howard Wealth Management, LLC 1%92 6,261 Laurel Wealth Advisors LLC sold140 0
Rock Point Advisors, LLC 1%85 7,055 BLAIR WILLIAM & CO/IL 0%137 61,066
VALLEY NATIONAL ADVISERS INC 195%82 124 BCS Wealth Management 2%135 7,201
Wealth Architects, LLC 0%80 28,528 JNBA Financial Advisors 59%134 92
TOMPKINS FINANCIAL CORP bought78 78 Horizon Investment Services, LLC 5%133 2,498
IHT Wealth Management, LLC 1%74 11,222 Chicago Partners Investment Group LLC 2%122 6,980
Bell Rock Capital LLC 2%60 4,004 CAMDEN NATIONAL BANK 3%117 3,891
HARBOR INVESTMENT ADVISORY, LLC 33%52 208 Callan Capital, LLC 0%112 33,755
Royal Fund Management, LLC bought47 47 UNITED BANK /VA/ 1%109 11,072
CVA Family Office, LLC bought44 44 ROWLAND CARMICHAEL ADVISORS INC /ADV 25%105 320
Asset Management Group, Inc. 0%28 10,195 PFG Advisors 3%103 3,092
New England Investment & Retirement Group, Inc. bought26 26 CKW FINANCIAL GROUP sold102 0
Pacitti Group Inc. 14%23 193 Sound Income Strategies, LLC 72%100 38
Newman Dignan & Sheerar, Inc. 0%18 5,534 LIBERTY WEALTH MANAGEMENT LLC 3%89 2,704
Stratford Consulting, LLC 0%15 5,907 Lloyd Advisory Services, LLC. sold75 0
Beaumont Financial Partners, LLC 0%14 4,085 Crewe Advisors LLC sold72 0
TCI Wealth Advisors, Inc. 1%14 1,173 BKD Wealth Advisors, LLC 3%68 2,469
Joel Isaacson & Co., LLC 0%12 8,975 Focused Wealth Management, Inc 11%64 525
Gibraltar Capital Management, Inc. 0%10 2,889 AUA CAPITAL MANAGEMENT, LLC 0%63 39,959
WADE G W & INC 0%10 3,112 CLEAR INVESTMENT RESEARCH, LLC 1%51 3,721
Capital Financial Planning, LLC 0%9 4,092 TSFG, LLC 8%51 576
MONECO Advisors, LLC 0%8 2,700 PINNACLE ASSOCIATES LTD 1%49 5,988
Palisades Hudson Asset Management, L.P. 0%8 3,106 Bigelow Investment Advisors, LLC 1%45 3,823
F3Logic, LLC 0%8 2,586 TCF National Bank 1%44 7,458
Engrave Wealth Partners LLC bought6 6 Investors Financial Group, LLC 1%43 4,286
Sugarloaf Wealth Management, LLC 0%5 2,152 Community Bank, N.A. 0%40 12,084
BINGHAM OSBORN & SCARBOROUGH LLC 0%2 2,673 Hudock Moyer Wealth Resources, LLC 24%38 122
Capital Advisory Group Advisory Services, LLC bought2 2 Stearns Financial Services Group 79%37 10
Budros, Ruhlin & Roe, Inc. 0%2 26,821 Busey Trust CO 0%26 5,485
Gierl Augustine Investment Management Inc 0%1 407 RDA Financial Network 1%25 4,352
Integer Wealth Advisors Group LLC 0%1 2,765 Granite Investment Advisors, Inc. 1%25 2,511
Total Clarity Wealth Management, Inc. sold20 0
Brand Asset Management Group, Inc. 1%19 3,058
BELLEVUE ASSET MANAGEMENT, LLC 9%6 64
LifePlan Financial Group, Inc 2%5 232
Silicon Hills Wealth Management, LLC sold1 0
Enterprise Trust & Investment Co no change 38
Summit Investment Advisors, Inc. no change 62
First Command Financial Services, Inc. no change 67
First Command Bank no change 67
Squar Milner Financial Services LLC no change 74
Legacy Bridge, LLC no change 50
SMITH SHELLNUT WILSON LLC /ADV no change 46
Legacy Capital Partners, Inc. no change 3,315
ADIRONDACK TRUST CO no change 81
THRIVENT FINANCIAL FOR LUTHERANS no change 11,979
TIAA, FSB no change 586
Lindbrook Capital, LLC no change 85
Rockefeller Capital Management L.P. no change 4,641
Hikari Power Ltd no change 114,600
ST GERMAIN D J CO INC no change 87,737
CULLEN FROST BANKERS INC no change 1,060
EATON VANCE MANAGEMENT no change 36,907
LAZARD ASSET MANAGEMENT LLC no change 35,779
GAMBLE JONES INVESTMENT COUNSEL no change 20,791
Red Door Wealth Management, LLC no change 200
Tarbox Group, Inc. no change 8
Cordasco Financial Network no change 17
AlphaMark Advisors, LLC no change 20
Independence Bank of Kentucky no change 8
Beacon Financial Advisory LLC no change 3,281
GABLES CAPITAL MANAGEMENT INC. no change 1
D'Orazio & Associates, Inc. no change 5
Winch Advisory Services, LLC no change 26
Horrell Capital Management, Inc. no change 835
MITCHELL SINKLER & STARR/PA no change 12,500
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT no change 4,081
FIRST NATIONAL CORP /MA/ /ADV no change 3,624
JAMES INVESTMENT RESEARCH INC no change 3,620
Titus Wealth Management no change 4,188
Icon Wealth Partners, LLC no change 4,253
WEITZ WALLACE R & CO(Wallace Weitz) no change 4,692
REILLY FINANCIAL ADVISORS, LLC no change 4,435
NORTHWEST INVESTMENT COUNSELORS, LLC no change 4,305
Addison Capital Co no change 3,454
Wealth Alliance Advisory Group, LLC no change 3,359
Aureus Asset Management, LLC no change 12,565
WESBANCO BANK INC no change 2,867
BAINCO INTERNATIONAL INVESTORS no change 2,700
LANDAAS & CO /WI /ADV no change 2,964
Intersect Capital LLC no change 2,995
SONATA CAPITAL GROUP INC no change 3,190
SPINNAKER TRUST no change 3,180
Austin Private Wealth, LLC no change 3,026
Liberty Capital Management, Inc. no change 10,303
Brown Advisory Securities, LLC no change 5,341
VEREDUS ASSET MANAGEMENT LLC no change 7,555
BTIM Corp. no change 7,550
MCMILLION CAPITAL MANAGEMENT INC no change 8,761
PHILADELPHIA TRUST CO no change 9,000
ELEMENT POINTE ADVISORS, LLC no change 7,757
Pennsylvania Trust Co no change 7,868
Goelzer Investment Management, Inc. no change 8,602
DUNCKER STREETT & CO INC no change 7,950
Autus Asset Management, LLC no change 7,949
Choate Investment Advisors no change 7,239
BESSEMER GROUP INC no change 7,145
Elgethun Capital Management no change 5,641
Klingman & Associates, LLC no change 5,610
Taylor, Cottrill, Erickson & Associates, Inc. no change 5,525
ROOF EIDAM & MAYCOCK/ADV no change 5,880
AYRSHIRE ASSOCIATES INC no change 6,042
American Research & Management Co. no change 7,040
MERIDIAN INVESTMENT COUNSEL INC. no change 6,626
TPG Financial Advisors, LLC no change 6,165
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC no change 2,682
JJJ Advisors Inc. no change 2,582
Pacifica Partners Inc. no change 405
Joseph P. Lucia & Associates, LLC no change 379
Financial Advisory Service, Inc. no change 264
SECURITY NATIONAL TRUST CO no change 255
Sterling Investment Advisors, Ltd. no change 444
Sonora Investment Management, LLC no change 449
VAUGHAN AND COMPANY SECURITIES, INC. no change 600
Asset Dedication, LLC no change 526
First Bank & Trust no change 480
Financial Enhancement Group LLC no change 236
Kistler-Tiffany Companies, LLC no change 223
Bedel Financial Consulting, Inc. no change 131
New Potomac Partners, LLC no change 100
BENJAMIN EDWARDS INC no change 100
OPTIMUM INVESTMENT ADVISORS no change 139
FARMERS & MERCHANTS INVESTMENTS INC no change 146
BerganKDV Wealth Management, LLC no change 191
Weaver Consulting Group no change 186
Blume Capital Management, Inc. no change 164
Goodman & Company, Investment Counsel Ltd. no change 620
PEOPLES FINANCIAL SERVICES CORP. no change 625
Sullivan, Bruyette, Speros & Blaney, Inc. no change 1,896
DIVIDEND GROWTH ADVISORS, LLC no change 1,805
STEPHENSON NATIONAL BANK & TRUST no change 1,703
TORONTO DOMINION BANK no change 1,380
First Personal Financial Services no change 1,992
Galibier Capital Management Ltd. no change 2,267
Camden Capital, LLC no change 13,872
LYELL WEALTH MANAGEMENT, LP no change 2,503
Rocky Mountain Advisers, LLC no change 2,364
Oakworth Capital, Inc. no change 853
Riverview Trust Co no change 841
Ariel Capital Advisors, LLC no change 665
Princeton Global Asset Management LLC no change 650
Barrett Asset Management, LLC no change 642
WEST BANCORPORATION INC no change 731
Roble, Belko & Company, Inc no change 742
Investment Research & Advisory Group, Inc. no change 823
North Star Investment Management Corp. no change 820
Burt Wealth Advisors no change 755
Clean Yield Group no change 89
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