Vanguard Total World Bond ETF(BNDW)

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Vanguard Total World Bond ETF(BNDW)

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$67.66—

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BNDW(BNDW)

BNDW

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
Aurelius Family Office LLC	375.71K	Jun 30, 26	+20.01K	1.34%
Alhambra Investment Partners LLC	87.06K	Jun 30, 26	+18.25K	0.31%
Professional Financial Advisors, LLC	31.15K	Jun 30, 26	-280	0.11%
CFS Investment Advisory Services, LLC	10.17K	Jun 30, 26	+3.61K	0.04%
Apella Capital, LLC	9.73K	Jun 30, 26	-8.08K	0.03%
Clark Asset Management, LLC	8.27K	Jun 30, 26	+8.27K	0.03%
Kings Path Partners LLC	7.88K	Jun 30, 26	-5	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.74K	Jun 30, 26	-9.64K	0.02%
Wedmont Private Capital	3.44K	Jun 30, 26	-1	0.01%
Farther Finance Advisors, LLC	2.52K	Jun 30, 26	-12.69K	0.01%
CoreCap Advisors, LLC	773	Jun 30, 26	--	0.00%
IFP Advisors, Inc	60	Jun 30, 26	--	0.00%
Beaird Harris Wealth Management, LLC	1	Jun 30, 26	+1	0.00%
MORGAN STANLEY	1.87M	Mar 31, 26	-860.26K	6.63%
Betterment LLC	371.92K	Mar 31, 26	+10.50K	1.32%
Waverly Advisors, LLC	353.55K	Mar 31, 26	+50.28K	1.26%
BANK OF AMERICA CORP /DE/	323.83K	Mar 31, 26	+11.78K	1.15%
Two West Capital Advisors LLC	254.87K	Mar 31, 26	+4.65K	0.91%
ENVESTNET ASSET MANAGEMENT INC	248.45K	Mar 31, 26	+14.07K	0.88%
MERCER GLOBAL ADVISORS INC /ADV	245.36K	Mar 31, 26	-72.14K	0.87%
Applied Capital LLC	219.72K	Mar 31, 26	+29.39K	0.78%
Beacon Pointe Advisors, LLC	207.03K	Mar 31, 26	-49.02K	0.74%
Stone Point Wealth LLC	123.96K	Mar 31, 26	+5.69K	0.44%
WELLS FARGO & COMPANY/MN	95.75K	Mar 31, 26	-11.22K	0.34%
Mariner, LLC	93.80K	Mar 31, 26	+7.74K	0.33%
ROYAL BANK OF CANADA	82.82K	Mar 31, 26	+3.29K	0.29%
Five Pine Wealth Management	78.11K	Mar 31, 26	+16.42K	0.28%
LPL Financial LLC	64.35K	Mar 31, 26	+13.43K	0.23%
US BANCORP \DE\	43.41K	Mar 31, 26	+42.36K	0.15%
Resources Investment Advisors, LLC.	24.04K	Mar 31, 26	-45.69K	0.09%
Destiny Wealth Partners, LLC	22.64K	Mar 31, 26	-186	0.08%
Bleakley Financial Group, LLC	22.46K	Mar 31, 26	-819	0.08%
Geometric Wealth Advisors	22.25K	Mar 31, 26	+4.30K	0.08%
JPMORGAN CHASE & CO	21.09K	Mar 31, 26	-37.52K	0.07%
CITADEL ADVISORS LLC	20.40K	Mar 31, 26	-9.29K	0.07%
Inscription Capital, LLC	17.00K	Mar 31, 26	+92	0.06%
RIK SAYLOR FINANCIAL, INC.	12.24K	Mar 31, 26	-9	0.04%
17 CAPITAL PARTNERS, LLC	11.25K	Mar 31, 26	+6.57K	0.04%
Maridea Wealth Management LLC	9.87K	Mar 31, 26	+1.72K	0.04%
Moss Adams Wealth Advisors LLC	9.84K	Mar 31, 26	--	0.03%
Gould Capital, LLC	9.54K	Mar 31, 26	+683	0.03%
RAYMOND JAMES FINANCIAL INC	9.51K	Mar 31, 26	+378	0.03%
Colony Group, LLC	9.06K	Mar 31, 26	+9.06K	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	8.79K	Mar 31, 26	+22	0.03%
Cetera Investment Advisers	8.72K	Mar 31, 26	-708	0.03%
ADVISOR GROUP HOLDINGS, INC.	8.65K	Mar 31, 26	+1.68K	0.03%
Valmark Advisers, Inc.	8.14K	Mar 31, 26	+443	0.03%
Symmetry Partners, LLC	7.00K	Mar 31, 26	+502	0.02%
Ethos Financial Group, LLC	6.70K	Mar 31, 26	+2.93K	0.02%
Arcadia Wealth Management, Inc.	5.83K	Mar 31, 26	-100	0.02%
Stonehage Fleming Financial Services Holdings Ltd	5.78K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	5.74K	Mar 31, 26	-334.34K	0.02%
Alpha Financial Advisors, LLC	5.71K	Mar 31, 26	-163	0.02%
Clark Capital Management Group, Inc.	5.70K	Mar 31, 26	--	0.02%
Luminvest Wealth Management LLC	5.43K	Mar 31, 26	-7	0.02%
Creative Planning	5.11K	Mar 31, 26	+499	0.02%
Kestra Advisory Services, LLC	5.04K	Mar 31, 26	+4.71K	0.02%
Perigon Wealth Management, LLC	4.99K	Mar 31, 26	+1.15K	0.02%
Lido Advisors, LLC	4.88K	Mar 31, 26	-371	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.87K	Mar 31, 26	+4.87K	0.02%
WELLINGTON MANAGEMENT GROUP LLP	4.84K	Mar 31, 26	+4.84K	0.02%
Stratos Wealth Partners, LTD.	4.83K	Mar 31, 26	-855	0.02%
Wealthspire Advisors, LLC	4.38K	Mar 31, 26	+1	0.02%
SIMON QUICK ADVISORS, LLC	4.35K	Mar 31, 26	+4.35K	0.02%
GOLDMAN SACHS GROUP INC	4.30K	Mar 31, 26	-359	0.02%
CI Private Wealth, LLC	4.21K	Mar 31, 26	--	0.01%
BENJAMIN EDWARDS INC	3.80K	Mar 31, 26	+139	0.01%
Cambridge Investment Research Advisors, Inc.	3.80K	Mar 31, 26	-44	0.01%
SAGE FINANCIAL GROUP INC	3.77K	Mar 31, 26	+432	0.01%
American Investment Services, Inc.	3.71K	Mar 31, 26	-790	0.01%
Sigma Planning Corp	3.70K	Mar 31, 26	+3.70K	0.01%
MONEYWISE, INC.	3.65K	Mar 31, 26	-193	0.01%
StoneX Group Inc.	3.53K	Mar 31, 26	+3.53K	0.01%
Capstone Financial Advisors, Inc.	3.50K	Mar 31, 26	-380	0.01%
Endowment Wealth Management, Inc.	3.39K	Mar 31, 26	+134	0.01%
MML INVESTORS SERVICES, LLC	3.33K	Mar 31, 26	-641	0.01%
SEEDS INVESTOR LLC	3.32K	Mar 31, 26	-24.25K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.27K	Mar 31, 26	+1.80K	0.01%
Sanctuary Advisors, LLC	3.27K	Mar 31, 26	-5.67K	0.01%
Aegis Wealth Management LLC	3.26K	Mar 31, 26	--	0.01%
Newport Capital Group, LLC	3.16K	Mar 31, 26	+3.16K	0.01%
Charter Oak Capital Management, LLC	3.11K	Mar 31, 26	-663	0.01%
Chicago Partners Investment Group LLC	3.08K	Mar 31, 26	+26	0.01%
Buckingham Strategic Partners	3.02K	Mar 31, 26	+3.02K	0.01%
Leo Wealth, LLC	3.00K	Mar 31, 26	+3.00K	0.01%
VANGUARD ADVISERS INC	2.01K	Mar 31, 26	+2.01K	0.01%
Federation des caisses Desjardins du Quebec	1.67K	Mar 31, 26	+579	0.01%
MAI Capital Management	1.60K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.13K	Mar 31, 26	+1.13K	0.00%
Evolution Advisers, Inc.	1.10K	Mar 31, 26	-1	0.00%
DecisionPoint Financial, LLC	939	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	850	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	424	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	420	Mar 31, 26	--	0.00%
FMR LLC	272	Mar 31, 26	+64	0.00%
Geneos Wealth Management Inc.	270	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	165	Mar 31, 26	+135	0.00%
Peachtree Investment Partners, LLC	160	Mar 31, 26	+5	0.00%
UBS Group AG	137	Mar 31, 26	+137	0.00%
NATIONAL BANK OF CANADA /FI/	135	Mar 31, 26	--	0.00%
Larson Financial Group LLC	125	Mar 31, 26	+125	0.00%
Your Advocates Ltd., LLP	124	Mar 31, 26	+124	0.00%
AdvisorNet Financial, Inc	62	Mar 31, 26	-636	0.00%
IFP Advisors, Inc	60	Mar 31, 26	+1	0.00%
Parkside Financial Bank & Trust	54	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	49	Mar 31, 26	--	0.00%
AE Wealth Management LLC	49	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	45	Mar 31, 26	-19	0.00%
Topsail Wealth Management, LLC	22	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	12	Mar 31, 26	-11.78K	0.00%
Glassman Wealth Services	7	Mar 31, 26	--	0.00%
TSA Wealth Managment LLC	--	Mar 31, 26	-13.21K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-6.06K	--
CIBC WORLD MARKET INC.	--	Mar 31, 26	-32.16K	--
ABLE Financial Group, LLC	--	Mar 31, 26	-20.29K	--
COMMONS CAPITAL, LLC	--	Mar 31, 26	-5.64K	--
Claro Advisors LLC	--	Mar 31, 26	-4.17K	--
Ascent Group, LLC	--	Mar 31, 26	-5.02K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-105	--
Modern Wealth Management, LLC	--	Mar 31, 26	-3.29K	--
ALLIANCEBERNSTEIN L.P.	--	Mar 31, 26	-451.48K	--
SageView Advisory Group, LLC	504	Dec 31, 25	+504	0.00%
Sensible Financial Planning & Management, LLC.	28.00K	Sep 30, 25	+4.82K	0.10%
Bristlecone Advisors, LLC	9.07K	Sep 30, 25	+9.07K	0.03%
Jentner Corp	12.71K	Jun 30, 25	+663	0.05%
NAPATREE CAPITAL LLC	15.13K	Mar 31, 25	+1.44K	0.05%
Aveo Capital Partners, LLC	2.98K	Mar 31, 25	+2.98K	0.01%
Sugarloaf Wealth Management, LLC	53	Dec 31, 24	+1	0.00%
Raymond James Financial Services Advisors, Inc.	5.56K	Sep 30, 24	-4.81K	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.30K	Jun 30, 24	+174	0.00%
Cetera Advisor Networks LLC	7.41K	Mar 31, 24	+385	0.03%
Baystate Wealth Management LLC	44.77K	Dec 31, 23	-16.98K	0.16%
Simplicity Solutions, LLC	27.28K	Dec 31, 23	+27.28K	0.10%
Baldrige Asset Management LLC	84	Mar 31, 23	--	0.00%
Sargent Bickham Lagudis LLC	30.87K	Dec 31, 22	+8.07K	0.11%
St. James Investment Advisors, LLC	8.74K	Dec 31, 22	+5.58K	0.03%
WIPFLI FINANCIAL ADVISORS LLC,	675	Sep 30, 22	+675	0.00%
American Portfolios Advisors	88	Sep 30, 22	-597	0.00%
Lake Point Wealth Management	9.81K	Jun 30, 22	+408	0.03%
NEXT Financial Group, Inc	6.17K	Dec 31, 21	+852	0.02%
Ameritas Investment Company, LLC	3.90K	Sep 30, 21	+3.46K	0.01%
FormulaFolio Investments, LLC	171	Jun 30, 21	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.04K	Dec 31, 19	+3.67K	0.01%
Advisor Group, Inc.	203	Dec 31, 19	-397	0.00%

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Holder

Date

Change

% Held

Aurelius Family Office LLC

375.71K

Jun 30, 26

+20.01K

1.34%

Alhambra Investment Partners LLC

87.06K

Jun 30, 26

+18.25K

0.31%

Professional Financial Advisors, LLC

31.15K

Jun 30, 26

-280

0.11%

CFS Investment Advisory Services, LLC

10.17K

Jun 30, 26

+3.61K

0.04%

Apella Capital, LLC

9.73K

Jun 30, 26

-8.08K

0.03%

Clark Asset Management, LLC

8.27K

Jun 30, 26

+8.27K

0.03%

Kings Path Partners LLC

7.88K

Jun 30, 26

-5

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.74K

Jun 30, 26

-9.64K

0.02%

Wedmont Private Capital

3.44K

Jun 30, 26

-1

0.01%

Farther Finance Advisors, LLC

2.52K

Jun 30, 26

-12.69K

0.01%

CoreCap Advisors, LLC

773

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

Jun 30, 26

0.00%

MORGAN STANLEY

1.87M

Mar 31, 26

-860.26K

6.63%

Betterment LLC

371.92K

Mar 31, 26

+10.50K

1.32%

Waverly Advisors, LLC

353.55K

Mar 31, 26

+50.28K

1.26%

BANK OF AMERICA CORP /DE/

323.83K

Mar 31, 26

+11.78K

1.15%

Two West Capital Advisors LLC

254.87K

Mar 31, 26

+4.65K

0.91%

ENVESTNET ASSET MANAGEMENT INC

248.45K

Mar 31, 26

+14.07K

0.88%

MERCER GLOBAL ADVISORS INC /ADV

245.36K

Mar 31, 26

-72.14K

0.87%

Applied Capital LLC

219.72K

Mar 31, 26

+29.39K

0.78%

Beacon Pointe Advisors, LLC

207.03K

Mar 31, 26

-49.02K

0.74%

Stone Point Wealth LLC

123.96K

Mar 31, 26

+5.69K

0.44%

WELLS FARGO & COMPANY/MN

95.75K

Mar 31, 26

-11.22K

0.34%

Mariner, LLC

93.80K

Mar 31, 26

+7.74K

0.33%

ROYAL BANK OF CANADA

82.82K

Mar 31, 26

+3.29K

0.29%

Five Pine Wealth Management

78.11K

Mar 31, 26

+16.42K

0.28%

LPL Financial LLC

64.35K

Mar 31, 26

+13.43K

0.23%

US BANCORP \DE\

43.41K

Mar 31, 26

+42.36K

0.15%

Resources Investment Advisors, LLC.

24.04K

Mar 31, 26

-45.69K

0.09%

Destiny Wealth Partners, LLC

22.64K

Mar 31, 26

-186

0.08%

Bleakley Financial Group, LLC

22.46K

Mar 31, 26

-819

0.08%

Geometric Wealth Advisors

22.25K

Mar 31, 26

+4.30K

0.08%

JPMORGAN CHASE & CO

21.09K

Mar 31, 26

-37.52K

0.07%

CITADEL ADVISORS LLC

20.40K

Mar 31, 26

-9.29K

0.07%

Inscription Capital, LLC

17.00K

Mar 31, 26

+92

0.06%

RIK SAYLOR FINANCIAL, INC.

12.24K

Mar 31, 26

-9

0.04%

17 CAPITAL PARTNERS, LLC

11.25K

Mar 31, 26

+6.57K

0.04%

Maridea Wealth Management LLC

9.87K

Mar 31, 26

+1.72K

0.04%

Moss Adams Wealth Advisors LLC

9.84K

Mar 31, 26

0.03%

Gould Capital, LLC

9.54K

Mar 31, 26

+683

0.03%

RAYMOND JAMES FINANCIAL INC

9.51K

Mar 31, 26

+378

0.03%

Colony Group, LLC

9.06K

Mar 31, 26

+9.06K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

8.79K

Mar 31, 26

+22

0.03%

Cetera Investment Advisers

8.72K

Mar 31, 26

-708

0.03%

ADVISOR GROUP HOLDINGS, INC.

8.65K

Mar 31, 26

+1.68K

0.03%

Valmark Advisers, Inc.

8.14K

Mar 31, 26

+443

0.03%

Symmetry Partners, LLC

7.00K

Mar 31, 26

+502

0.02%

Ethos Financial Group, LLC

6.70K

Mar 31, 26

+2.93K

0.02%

Arcadia Wealth Management, Inc.

5.83K

Mar 31, 26

-100

0.02%

Stonehage Fleming Financial Services Holdings Ltd

5.78K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

5.74K

Mar 31, 26

-334.34K

0.02%

Alpha Financial Advisors, LLC

5.71K

Mar 31, 26

-163

0.02%

Clark Capital Management Group, Inc.

5.70K

Mar 31, 26

0.02%

Luminvest Wealth Management LLC

5.43K

Mar 31, 26

-7

0.02%

Creative Planning

5.11K

Mar 31, 26

+499

0.02%

Kestra Advisory Services, LLC

5.04K

Mar 31, 26

+4.71K

0.02%

Perigon Wealth Management, LLC

4.99K

Mar 31, 26

+1.15K

0.02%

Lido Advisors, LLC

4.88K

Mar 31, 26

-371

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.87K

Mar 31, 26

+4.87K

0.02%

WELLINGTON MANAGEMENT GROUP LLP

4.84K

Mar 31, 26

+4.84K

0.02%

Stratos Wealth Partners, LTD.

4.83K

Mar 31, 26

-855

0.02%

Wealthspire Advisors, LLC

4.38K

Mar 31, 26

0.02%

SIMON QUICK ADVISORS, LLC

4.35K

Mar 31, 26

+4.35K

0.02%

GOLDMAN SACHS GROUP INC

4.30K

Mar 31, 26

-359

0.02%

CI Private Wealth, LLC

4.21K

Mar 31, 26

0.01%

BENJAMIN EDWARDS INC

3.80K

Mar 31, 26

+139

0.01%

Cambridge Investment Research Advisors, Inc.

3.80K

Mar 31, 26

-44

0.01%

SAGE FINANCIAL GROUP INC

3.77K

Mar 31, 26

+432

0.01%

American Investment Services, Inc.

3.71K

Mar 31, 26

-790

0.01%

Sigma Planning Corp

3.70K

Mar 31, 26

+3.70K

0.01%

MONEYWISE, INC.

3.65K

Mar 31, 26

-193

0.01%

StoneX Group Inc.

3.53K

Mar 31, 26

+3.53K

0.01%

Capstone Financial Advisors, Inc.

3.50K

Mar 31, 26

-380

0.01%

Endowment Wealth Management, Inc.

3.39K

Mar 31, 26

+134

0.01%

MML INVESTORS SERVICES, LLC

3.33K

Mar 31, 26

-641

0.01%

SEEDS INVESTOR LLC

3.32K

Mar 31, 26

-24.25K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.27K

Mar 31, 26

+1.80K

0.01%

Sanctuary Advisors, LLC

3.27K

Mar 31, 26

-5.67K

0.01%

Aegis Wealth Management LLC

3.26K

Mar 31, 26

0.01%

Newport Capital Group, LLC

3.16K

Mar 31, 26

+3.16K

0.01%

Charter Oak Capital Management, LLC

3.11K

Mar 31, 26

-663

0.01%

Chicago Partners Investment Group LLC

3.08K

Mar 31, 26

+26

0.01%

Buckingham Strategic Partners

3.02K

Mar 31, 26

+3.02K

0.01%

Leo Wealth, LLC

3.00K

Mar 31, 26

+3.00K

0.01%

VANGUARD ADVISERS INC

2.01K

Mar 31, 26

+2.01K

0.01%

Federation des caisses Desjardins du Quebec

1.67K

Mar 31, 26

+579

0.01%

MAI Capital Management

1.60K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.13K

Mar 31, 26

+1.13K

0.00%

Evolution Advisers, Inc.

1.10K

Mar 31, 26

-1

0.00%

DecisionPoint Financial, LLC

939

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

850

Mar 31, 26

0.00%

Bogart Wealth, LLC

424

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

420

Mar 31, 26

0.00%

FMR LLC

272

Mar 31, 26

+64

0.00%

Geneos Wealth Management Inc.

270

Mar 31, 26

0.00%

WealthShield Partners, LLC

165

Mar 31, 26

+135

0.00%

Peachtree Investment Partners, LLC

160

Mar 31, 26

0.00%

UBS Group AG

137

Mar 31, 26

+137

0.00%

NATIONAL BANK OF CANADA /FI/

135

Mar 31, 26

0.00%

Larson Financial Group LLC

125

Mar 31, 26

+125

0.00%

Your Advocates Ltd., LLP

124

Mar 31, 26

+124

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

-636

0.00%

IFP Advisors, Inc

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-19

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

-11.78K

0.00%

Glassman Wealth Services

Mar 31, 26

0.00%

TSA Wealth Managment LLC

Mar 31, 26

-13.21K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-6.06K

CIBC WORLD MARKET INC.

Mar 31, 26

-32.16K

ABLE Financial Group, LLC

Mar 31, 26

-20.29K

COMMONS CAPITAL, LLC

Mar 31, 26

-5.64K

Claro Advisors LLC

Mar 31, 26

-4.17K

Ascent Group, LLC

Mar 31, 26

-5.02K

Rockefeller Capital Management L.P.

Mar 31, 26

-105

Modern Wealth Management, LLC

Mar 31, 26

-3.29K

ALLIANCEBERNSTEIN L.P.

Mar 31, 26

-451.48K

SageView Advisory Group, LLC

504

Dec 31, 25

+504

0.00%

Sensible Financial Planning & Management, LLC.

28.00K

Sep 30, 25

+4.82K

0.10%

Bristlecone Advisors, LLC

9.07K

Sep 30, 25

+9.07K

0.03%

Jentner Corp

12.71K

Jun 30, 25

+663

0.05%

NAPATREE CAPITAL LLC

15.13K

Mar 31, 25

+1.44K

0.05%

Aveo Capital Partners, LLC

2.98K

Mar 31, 25

+2.98K

0.01%

Sugarloaf Wealth Management, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

5.56K

Sep 30, 24

-4.81K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.30K

Jun 30, 24

+174

0.00%

Cetera Advisor Networks LLC

7.41K

Mar 31, 24

+385

0.03%

Baystate Wealth Management LLC

44.77K

Dec 31, 23

-16.98K

0.16%

Simplicity Solutions, LLC

27.28K

Dec 31, 23

+27.28K

0.10%

Baldrige Asset Management LLC

Mar 31, 23

0.00%

Sargent Bickham Lagudis LLC

30.87K

Dec 31, 22

+8.07K

0.11%

St. James Investment Advisors, LLC

8.74K

Dec 31, 22

+5.58K

0.03%

WIPFLI FINANCIAL ADVISORS LLC,

675

Sep 30, 22

+675

0.00%

American Portfolios Advisors

Sep 30, 22

-597

0.00%

Lake Point Wealth Management

9.81K

Jun 30, 22

+408

0.03%

NEXT Financial Group, Inc

6.17K

Dec 31, 21

+852

0.02%

Ameritas Investment Company, LLC

3.90K

Sep 30, 21

+3.46K

0.01%

FormulaFolio Investments, LLC

171

Jun 30, 21

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.04K

Dec 31, 19

+3.67K

0.01%

Advisor Group, Inc.

203

Dec 31, 19

-397

0.00%