HoldingsChannel.com
Funds Holding FVD

On this page, we present all of the funds holding FVD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FVD, with a link to that fund's top holdings. The next columns indicate the amount of FVD stock held by each of the funds holding FVD, followed by the FVD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 517 funds holding FVD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FVD), click the fund name in the "Holder" column of the funds-holding-FVD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley27,163,274$1,101,742 12/31/2023
     FVD27,163,274$1,101,742 12/31/2023
LPL Financial LLC21,338,225$865,478 12/31/2023
     FVD21,338,225$865,478 12/31/2023
Wells Fargo & Company MN9,467,715$384,011 12/31/2023
     FVD9,467,715$384,011 12/31/2023
Bank of America Corp DE8,201,896$332,669 12/31/2023
     FVD8,201,896$332,669 12/31/2023
Ameriprise Financial Inc.8,005,200$324,653 12/31/2023
     FVD8,005,200$324,653 12/31/2023
Raymond James Financial Services Advisors Inc.5,617,442$237,225 03/31/2024
     FVD5,617,442$237,225 03/31/2024
UBS Group AG5,840,936$236,908 12/31/2023
     FVD5,840,936$236,908 12/31/2023
Royal Bank of Canada4,916,788$199,424 12/31/2023
     FVD4,916,788$199,424 12/31/2023
Raymond James & Associates4,228,569$178,572 03/31/2024
     FVD4,228,569$178,572 03/31/2024
Envestnet Asset Management Inc.3,916,910$158,870 12/31/2023
     FVD3,916,910$158,870 12/31/2023
Commonwealth Equity Services LLC3,621,644$146,894 12/31/2023
     FVD3,621,644$146,894 12/31/2023
Advisor Group Holdings Inc.3,380,197$137,113 12/31/2023
     FVD3,380,197$137,113 12/31/2023
Stifel Financial Corp2,866,964$116,285 12/31/2023
     FVD2,866,964$116,285 12/31/2023
Baird Financial Group Inc.2,084,879$84,563 12/31/2023
     FVD2,084,879$84,563 12/31/2023
HighTower Advisors LLC2,014,911$81,694 12/31/2023
     FVD2,014,911$81,694 12/31/2023
Cambridge Investment Research Advisors Inc.1,836,044$77,536 03/31/2024
     FVD1,836,044$77,536 03/31/2024
Truist Financial Corp1,542,708$62,572 12/31/2023
     FVD1,542,708$62,572 12/31/2023
Private Advisor Group LLC1,533,215$62,187 12/31/2023
     FVD1,533,215$62,187 12/31/2023
Cetera Investment Advisers1,134,942$46,033 12/31/2023
     FVD1,134,942$46,033 12/31/2023
Kestra Advisory Services LLC1,131,953$45,912 12/31/2023
     FVD1,131,953$45,912 12/31/2023
Avantax Advisory Services Inc.1,116,669$45,292 12/31/2023
     FVD1,116,669$45,292 12/31/2023
Trilogy Capital Inc.1,060,286$44,776 03/31/2024
     FVD1,060,286$44,776 03/31/2024
Harbour Investments Inc.1,008,098$40,888 12/31/2023
     FVD1,008,098$40,888 12/31/2023
Prospera Financial Services Inc931,316$37,774 12/31/2023
     FVD931,316$37,774 12/31/2023
New England Private Wealth Advisors LLC833,877$33,822 12/31/2023
     FVD833,877$33,822 12/31/2023
Janney Montgomery Scott LLC794,580$32,228 12/31/2023
     FVD794,580$32,228 12/31/2023
Cetera Advisors LLC790,672$32,070 12/31/2023
     FVD790,672$32,070 12/31/2023
Atria Wealth Solutions Inc.732,600$29,714 12/31/2023
     FVD732,600$29,714 12/31/2023
JPMorgan Chase & Co.727,068$29,490 12/31/2023
     FVD727,068$29,490 12/31/2023
IFG Advisory LLC616,080$24,988 12/31/2023
     FVD616,080$24,988 12/31/2023
Global Assets Advisory LLC566,218$23,911 03/31/2024
     FVD566,218$23,911 03/31/2024
Northwestern Mutual Wealth Management Co.589,152$23,896 12/31/2023
     FVD589,152$23,896 12/31/2023
Advisory Alpha LLC581,414$23,582 12/31/2023
     FVD581,414$23,582 12/31/2023
Rehmann Capital Advisory Group580,163$23,531 12/31/2023
     FVD580,163$23,531 12/31/2023
MML Investors Services LLC569,243$23,088 12/31/2023
     FVD569,243$23,088 12/31/2023
Petix & Botte Co568,526$23,059 12/31/2023
     FVD568,526$23,059 12/31/2023
Citigroup Inc.552,802$22,422 12/31/2023
     FVD552,802$22,422 12/31/2023
Park National Corp OH504,712$21,314 03/31/2024
     FVD504,712$21,314 03/31/2024
Benjamin F. Edwards & Company Inc.516,008$20,929 12/31/2023
     FVD516,008$20,929 12/31/2023
Stratos Wealth Partners LTD.482,378$20,371 03/31/2024
     FVD482,378$20,371 03/31/2024
GDS Wealth Management481,748$20,344 03/31/2024
     FVD481,748$20,344 03/31/2024
The PNC Financial Services Group Inc.490,701$19,903 12/31/2023
     FVD490,701$19,903 12/31/2023
Cetera Advisor Networks LLC488,355$19,808 12/31/2023
     FVD488,355$19,808 12/31/2023
GWM Advisors LLC485,382$19,629 12/31/2023
     FVD485,382$19,629 12/31/2023
Kraft Davis & Associates LLC478,891$19,359 12/31/2023
     FVD478,891$19,359 12/31/2023
Beacon Financial Group477,143$19,353 12/31/2023
     FVD477,143$19,353 12/31/2023
D.A. Davidson & CO.476,312$19,319 12/31/2023
     FVD476,312$19,319 12/31/2023
Fountainhead AM LLC473,093$19,189 12/31/2023
     FVD473,093$19,189 12/31/2023
Mariner LLC471,318$19,117 12/31/2023
     FVD471,318$19,117 12/31/2023
Pine Valley Investments Ltd Liability Co441,842$17,921 12/31/2023
     FVD441,842$17,921 12/31/2023
Next Level Private LLC411,817$17,391 03/31/2024
     FVD411,817$17,391 03/31/2024
Kestra Private Wealth Services LLC402,146$16,311 12/31/2023
     FVD402,146$16,311 12/31/2023
Rockefeller Capital Management L.P.400,514$16,245 12/31/2023
     FVD400,514$16,245 12/31/2023
AE Wealth Management LLC390,881$15,807 12/31/2023
     FVD390,881$15,807 12/31/2023
Hobart Private Capital LLC370,172$15,632 03/31/2024
     FVD370,172$15,632 03/31/2024
Unionview LLC360,490$14,621 12/31/2023
     FVD360,490$14,621 12/31/2023
Bank Hapoalim BM346,000$14,034 12/31/2023
     FVD346,000$14,034 12/31/2023
IFP Advisors Inc340,723$13,820 12/31/2023
     FVD340,723$13,820 12/31/2023
Apexium Financial LP304,122$12,843 03/31/2024
     FVD304,122$12,843 03/31/2024
Integrated Wealth Concepts LLC311,558$12,637 12/31/2023
     FVD311,558$12,637 12/31/2023
Steward Partners Investment Advisory LLC308,578$12,516 12/31/2023
     FVD308,578$12,516 12/31/2023
Kaye Capital Management292,218$12,340 03/31/2024
     FVD292,218$12,340 03/31/2024
Victory Financial Group LLC302,977$12,289 12/31/2023
     FVD302,977$12,289 12/31/2023
CWM LLC288,587$12,187 03/31/2024
     FVD288,587$12,187 03/31/2024
Equitable Holdings Inc.295,124$11,970 12/31/2023
     FVD295,124$11,970 12/31/2023
SILVER OAK SECURITIES Inc294,179$11,932 12/31/2023
     FVD294,179$11,932 12/31/2023
ICA Group Wealth Management LLC294,047$11,927 12/31/2023
     FVD294,047$11,927 12/31/2023
Wealth Enhancement Advisory Services LLC280,183$11,832 03/31/2024
     FVD280,183$11,832 03/31/2024
Centurion Wealth Management LLC287,959$11,680 12/31/2023
     FVD287,959$11,680 12/31/2023
US Bancorp DE287,416$11,660 12/31/2023
     FVD287,416$11,660 12/31/2023
Commerce Bank285,223$11,569 12/31/2023
     FVD285,223$11,569 12/31/2023
Wintrust Investments LLC274,795$11,146 12/31/2023
     FVD274,795$11,146 12/31/2023
Wedbush Securities Inc.271,943$11,030 12/31/2023
     FVD271,943$11,030 12/31/2023
Spire Wealth Management257,218$10,862 03/31/2024
     FVD257,218$10,862 03/31/2024
Envestnet Portfolio Solutions Inc.263,040$10,669 12/31/2023
     FVD263,040$10,669 12/31/2023
Blair William & Co. IL260,039$10,547 12/31/2023
     FVD260,039$10,547 12/31/2023
Strategic Planning Group LLC245,115$10,351 03/31/2024
     FVD245,115$10,351 03/31/2024
Perennial Investment Advisors LLC250,819$10,173 12/31/2023
     FVD250,819$10,173 12/31/2023
WealthCare Investment Partners LLC240,372$10,151 03/31/2024
     FVD240,372$10,151 03/31/2024
IHT Wealth Management LLC238,146$9,659 12/31/2023
     FVD238,146$9,659 12/31/2023
Elevated Capital Advisors LLC218,952$9,246 03/31/2024
     FVD218,952$9,246 03/31/2024
PCG Wealth Advisors LLC214,186$9,045 03/31/2024
     FVD214,186$9,045 03/31/2024
Signature Securities Group Corporation206,387$8,716 03/31/2024
     FVD206,387$8,716 03/31/2024
Buckingham Strategic Partners212,866$8,634 12/31/2023
     FVD212,866$8,634 12/31/2023
Financial Network Wealth Management LLC212,843$8,632 12/31/2023
     FVD212,843$8,632 12/31/2023
Sowell Financial Services LLC208,298$8,449 12/31/2023
     FVD208,298$8,449 12/31/2023
1ST Source Bank200,701$8,140 12/31/2023
     FVD200,701$8,140 12/31/2023
Wealthcare Advisory Partners LLC191,828$8,101 03/31/2024
     FVD191,828$8,101 03/31/2024
Holistic Financial Partners199,712$8,100 12/31/2023
     FVD199,712$8,100 12/31/2023
Western Wealth Management LLC198,704$8,059 12/31/2023
     FVD198,704$8,059 12/31/2023
StoneX Group Inc.192,301$7,814 12/31/2023
     FVD192,301$7,814 12/31/2023
Clear Creek Financial Management LLC184,500$7,791 03/31/2024
     FVD184,500$7,791 03/31/2024
BlueChip Wealth Advisors LLC191,567$7,770 12/31/2023
     FVD191,567$7,770 12/31/2023
Allworth Financial LP183,555$7,752 03/31/2024
     FVD183,555$7,752 03/31/2024
FSB Premier Wealth Management Inc.179,558$7,283 12/31/2023
     FVD179,558$7,283 12/31/2023
Snowden Capital Advisors LLC178,891$7,256 12/31/2023
     FVD178,891$7,256 12/31/2023
Susquehanna International Group LLP $7,154 12/31/2023
     FVD171,375$6,951 12/31/2023
     Call5,000$203 12/31/2023
Ausdal Financial Partners Inc.168,628$7,121 03/31/2024
     FVD168,628$7,121 03/31/2024
Crumly & Associates Inc.175,283$7,109 12/31/2023
     FVD175,283$7,109 12/31/2023
Barnes Pettey Financial Advisors LLC174,930$7,095 12/31/2023
     FVD174,930$7,095 12/31/2023
Beacon Pointe Advisors LLC171,985$6,976 12/31/2023
     FVD171,985$6,976 12/31/2023
National Asset Management Inc.167,664$6,800 12/31/2023
     FVD167,664$6,800 12/31/2023
Citadel Advisors LLC161,845$6,564 12/31/2023
     FVD161,845$6,564 12/31/2023
Beacon Financial Advisory LLC161,637$6,556 12/31/2023
     FVD161,637$6,556 12/31/2023
Oppenheimer & Co. Inc.161,334$6,544 12/31/2023
     FVD161,334$6,544 12/31/2023
Key Client Fiduciary Advisors LLC152,538$6,442 03/31/2024
     FVD152,538$6,442 03/31/2024
Integrity Financial Corp WA156,024$6,328 12/31/2023
     FVD156,024$6,328 12/31/2023
Financial Advocates Investment Management155,883$6,323 12/31/2023
     FVD155,883$6,323 12/31/2023
Cherry Creek Investment Advisors Inc.148,042$6,252 03/31/2024
     FVD148,042$6,252 03/31/2024
1776 Wealth LLC151,291$6,136 12/31/2023
     FVD151,291$6,136 12/31/2023
DHJJ Financial Advisors Ltd.143,948$6,079 03/31/2024
     FVD143,948$6,079 03/31/2024
Spectrum Wealth Advisory Group LLC139,735$5,901 03/31/2024
     FVD139,735$5,901 03/31/2024
Coppell Advisory Solutions LLC144,838$5,875 12/31/2023
     FVD144,838$5,875 12/31/2023
Strategic Family Wealth Counselors L.L.C.143,841$5,834 12/31/2023
     FVD143,841$5,834 12/31/2023
Mach 1 Financial Group Inc.141,303$5,731 12/31/2023
     FVD141,303$5,731 12/31/2023
Orion Portfolio Solutions LLC140,509$5,710 12/31/2023
     FVD140,509$5,710 12/31/2023
Gateway Wealth Partners LLC138,890$5,633 12/31/2023
     FVD138,890$5,633 12/31/2023
Concurrent Investment Advisors LLC138,816$5,630 12/31/2023
     FVD138,816$5,630 12/31/2023
Lincoln National Corp136,584$5,540 12/31/2023
     FVD136,584$5,540 12/31/2023
Atria Investments LLC135,230$5,485 12/31/2023
     FVD135,230$5,485 12/31/2023
Harvest Investment Services LLC134,330$5,448 12/31/2023
     FVD134,330$5,448 12/31/2023
HRT Financial LP133,567$5,417 12/31/2023
     FVD133,567$5,417 12/31/2023
Ameritas Advisory Services LLC129,657$5,263 12/31/2023
     FVD129,657$5,263 12/31/2023
First Heartland Consultants Inc.128,950$5,230 12/31/2023
     FVD128,950$5,230 12/31/2023
Towerpoint Wealth LLC123,747$5,226 03/31/2024
     FVD123,747$5,226 03/31/2024
Concentrum Wealth Management128,106$5,196 12/31/2023
     FVD128,106$5,196 12/31/2023
Naviter Wealth LLC122,553$5,175 03/31/2024
     FVD122,553$5,175 03/31/2024
Wagner Wealth Management LLC120,869$5,104 03/31/2024
     FVD120,869$5,104 03/31/2024
Paul Damon & Associates Inc.119,280$5,037 03/31/2024
     FVD119,280$5,037 03/31/2024
Cornerstone Wealth Management LLC119,081$5,029 03/31/2024
     FVD119,081$5,029 03/31/2024
Bank of New York Mellon Corp118,717$5,013 03/31/2024
     FVD118,717$5,013 03/31/2024
Tidemark LLC123,278$5,000 12/31/2023
     FVD123,278$5,000 12/31/2023
Cedar Brook Financial Partners LLC118,333$4,997 03/31/2024
     FVD118,333$4,997 03/31/2024
RVW Wealth LLC118,066$4,986 03/31/2024
     FVD118,066$4,986 03/31/2024
NBC Securities Inc.116,041$4,911 03/31/2024
     FVD116,041$4,911 03/31/2024
Chicago Partners Investment Group LLC115,764$4,745 03/31/2024
     FVD115,764$4,745 03/31/2024
Sigma Planning Corp113,452$4,602 12/31/2023
     FVD113,452$4,602 12/31/2023
Goldman Sachs Group Inc.113,080$4,587 12/31/2023
     FVD113,080$4,587 12/31/2023
Solano Wealth Management Inc.113,004$4,583 12/31/2023
     FVD113,004$4,583 12/31/2023
Valmark Advisers Inc.106,756$4,330 12/31/2023
     FVD106,756$4,330 12/31/2023
Assetmark Inc.106,588$4,323 12/31/2023
     FVD106,588$4,323 12/31/2023
Treasure Coast Financial Planning100,801$4,257 03/31/2024
     FVD100,801$4,257 03/31/2024
Advance Capital Management Inc.98,619$4,165 03/31/2024
     FVD98,619$4,165 03/31/2024
Advisor OS LLC102,605$4,162 12/31/2023
     FVD102,605$4,162 12/31/2023
Harbor Investment Advisory LLC98,278$4,150 03/31/2024
     FVD98,278$4,150 03/31/2024
Ballew Advisors Inc101,353$4,150 03/31/2024
     FVD101,353$4,150 03/31/2024
Apollon Financial LLC99,998$4,056 12/31/2023
     FVD99,998$4,056 12/31/2023
Balanced Wealth Group LLC99,909$4,052 12/31/2023
     FVD99,909$4,052 12/31/2023
Cottonwood Capital Advisors LLC100,659$4,041 03/31/2024
     FVD100,659$4,041 03/31/2024
Barrett & Company Inc.95,470$4,032 03/31/2024
     FVD95,470$4,032 03/31/2024
Stablepoint Partners LLC94,296$3,982 03/31/2024
     FVD94,296$3,982 03/31/2024
Simplicity Wealth LLC93,656$3,955 03/31/2024
     FVD93,656$3,955 03/31/2024
HBW Advisory Services LLC97,101$3,938 03/31/2024
     FVD97,101$3,938 03/31/2024
Tower Research Capital LLC TRC 96,429$3,911 12/31/2023
     FVD96,429$3,911 12/31/2023
Independent Advisor Alliance96,305$3,906 12/31/2023
     FVD96,305$3,906 12/31/2023
Comerica Bank95,258$3,864 12/31/2023
     FVD95,258$3,864 12/31/2023
Acorn Financial Advisory Services Inc. ADV92,860$3,766 12/31/2023
     FVD92,860$3,766 12/31/2023
Goldstein Advisors LLC91,757$3,722 12/31/2023
     FVD91,757$3,722 12/31/2023
Kaydan Wealth Management Inc.86,284$3,644 03/31/2024
     FVD86,284$3,644 03/31/2024
SignalPoint Asset Management LLC84,759$3,579 03/31/2024
     FVD84,759$3,579 03/31/2024
Iams Wealth Management LLC87,201$3,574 03/31/2024
     FVD87,201$3,574 03/31/2024
Flow Traders U.S. LLC88,105$3,574 12/31/2023
     FVD88,105$3,574 12/31/2023
Sawtooth Solutions LLC87,944$3,567 12/31/2023
     FVD87,944$3,567 12/31/2023
Cozad Asset Management Inc.87,929$3,566 12/31/2023
     FVD87,929$3,566 12/31/2023
Principal Securities Inc.87,350$3,543 12/31/2023
     FVD87,350$3,543 12/31/2023
Capital Investment Advisory Services LLC83,036$3,507 03/31/2024
     FVD83,036$3,507 03/31/2024
Kraematon Investment Advisors Inc.85,608$3,472 12/31/2023
     FVD85,608$3,472 12/31/2023
Foundations Investment Advisors LLC85,182$3,471 12/31/2023
     FVD85,182$3,471 12/31/2023
International Assets Investment Management LLC80,786$3,383 03/31/2024
     FVD80,786$3,383 03/31/2024
Southland Equity Partners LLC80,111$3,383 03/31/2024
     FVD80,111$3,383 03/31/2024
Kowal Investment Group LLC79,972$3,377 03/31/2024
     FVD79,972$3,377 03/31/2024
West Michigan Advisors LLC82,963$3,365 12/31/2023
     FVD82,963$3,365 12/31/2023
Gladstone Institutional Advisory LLC81,812$3,318 12/31/2023
     FVD81,812$3,318 12/31/2023
First Command Advisory Services Inc.81,282$3,297 12/31/2023
     FVD81,282$3,297 12/31/2023
Stephens Inc. AR78,448$3,182 12/31/2023
     FVD78,448$3,182 12/31/2023
Raymond James Trust N.A.75,036$3,169 03/31/2024
     FVD75,036$3,169 03/31/2024
Secure Asset Management LLC76,045$3,084 12/31/2023
     FVD76,045$3,084 12/31/2023
Kure Advisory LLC75,446$3,060 12/31/2023
     FVD75,446$3,060 12/31/2023
Stratos Wealth Advisors LLC72,396$3,057 03/31/2024
     FVD72,396$3,057 03/31/2024
Kingsview Wealth Management LLC74,587$3,025 12/31/2023
     FVD74,587$3,025 12/31/2023
Kennedy Investment Group70,459$2,975 03/31/2024
     FVD70,459$2,975 03/31/2024
Mutual Advisors LLC72,497$2,940 12/31/2023
     FVD72,497$2,940 12/31/2023
Retirement Guys Formula LLC69,596$2,939 03/31/2024
     FVD69,596$2,939 03/31/2024
Claro Advisors LLC69,477$2,934 03/31/2024
     FVD69,477$2,934 03/31/2024
ERn Financial LLC68,861$2,908 03/31/2024
     FVD68,861$2,908 03/31/2024
Arkadios Wealth Advisors69,552$2,821 12/31/2023
     FVD69,552$2,821 12/31/2023
Creative Financial Designs Inc. ADV66,298$2,689 12/31/2023
     FVD66,298$2,689 12/31/2023
Founders Financial Securities LLC62,142$2,624 03/31/2024
     FVD62,142$2,624 03/31/2024
J.W. Cole Advisors Inc.64,548$2,618 12/31/2023
     FVD64,548$2,618 12/31/2023
GPS Wealth Strategies Group LLC63,269$2,566 12/31/2023
     FVD63,269$2,566 12/31/2023
Strategic Blueprint LLC59,781$2,525 03/31/2024
     FVD59,781$2,525 03/31/2024
Resources Investment Advisors LLC.62,040$2,516 12/31/2023
     FVD62,040$2,516 12/31/2023
Santori & Peters Inc.59,084$2,495 03/31/2024
     FVD59,084$2,495 03/31/2024
Benjamin Edwards Inc.61,234$2,484 12/31/2023
     FVD61,234$2,484 12/31/2023
MAI Capital Management60,996$2,474 12/31/2023
     FVD60,996$2,474 12/31/2023
Waterloo Capital L.P.60,380$2,449 12/31/2023
     FVD60,380$2,449 12/31/2023
Continuum Advisory LLC59,602$2,417 12/31/2023
     FVD59,602$2,417 12/31/2023
PFG Advisors59,247$2,403 12/31/2023
     FVD59,247$2,403 12/31/2023
Dynamic Advisor Solutions LLC56,665$2,393 03/31/2024
     FVD56,665$2,393 03/31/2024
Level Four Advisory Services LLC58,615$2,377 12/31/2023
     FVD58,615$2,377 12/31/2023
TFG Advisers LLC58,004$2,353 12/31/2023
     FVD58,004$2,353 12/31/2023
WCG Wealth Advisors LLC57,473$2,331 12/31/2023
     FVD57,473$2,331 12/31/2023
Icapital Wealth LLC57,022$2,313 12/31/2023
     FVD57,022$2,313 12/31/2023
Global Retirement Partners LLC54,641$2,307 03/31/2024
     FVD54,641$2,307 03/31/2024
Laurel Wealth Planning LLC54,371$2,296 03/31/2024
     FVD54,371$2,296 03/31/2024
Bridge Advisory LLC53,119$2,243 03/31/2024
     FVD53,119$2,243 03/31/2024
Octavia Wealth Advisors LLC51,384$2,170 03/31/2024
     FVD51,384$2,170 03/31/2024
Accel Wealth Management51,146$2,160 03/31/2024
     FVD51,146$2,160 03/31/2024
Nations Financial Group Inc. IA ADV50,876$2,148 03/31/2024
     FVD50,876$2,148 03/31/2024
Whitaker Myers Wealth Managers LTD.49,632$2,096 03/31/2024
     FVD49,632$2,096 03/31/2024
Pacific Sun Financial Corp51,624$2,094 12/31/2023
     FVD51,624$2,094 12/31/2023
Fortress Wealth Group LLC50,673$2,059 12/31/2023
     FVD50,673$2,059 12/31/2023
Lakeview Capital Partners LLC49,808$2,020 12/31/2023
     FVD49,808$2,020 12/31/2023
Park Avenue Securities LLC47,749$2,016 03/31/2024
     FVD47,749$2,016 03/31/2024
Geneos Wealth Management Inc.49,251$1,998 12/31/2023
     FVD49,251$1,998 12/31/2023
Natixis Advisors L.P.46,322$1,956 03/31/2024
     FVD46,322$1,956 03/31/2024
Atlas Private Wealth Management46,122$1,948 03/31/2024
     FVD46,122$1,948 03/31/2024
Mercer Global Advisors Inc. ADV47,736$1,936 12/31/2023
     FVD47,736$1,936 12/31/2023
McKinley Carter Wealth Services Inc.45,773$1,933 03/31/2024
     FVD45,773$1,933 03/31/2024
Virtue Capital Management LLC47,893$1,932 12/31/2023
     FVD47,893$1,932 12/31/2023
Stegent Equity Advisors Inc.47,250$1,916 12/31/2023
     FVD47,250$1,916 12/31/2023
Private Trust Co. NA45,165$1,907 03/31/2024
     FVD45,165$1,907 03/31/2024
RFG Advisory LLC44,108$1,863 03/31/2024
     FVD44,108$1,863 03/31/2024
Qube Research & Technologies Ltd43,033$1,745 12/31/2023
     FVD43,033$1,745 12/31/2023
Larson Financial Group LLC42,757$1,734 12/31/2023
     FVD42,757$1,734 12/31/2023
OneAscent Financial Services LLC40,850$1,725 03/31/2024
     FVD40,850$1,725 03/31/2024
Koshinski Asset Management Inc.41,134$1,668 12/31/2023
     FVD41,134$1,668 12/31/2023
Walker Asset Management LLC38,748$1,636 03/31/2024
     FVD38,748$1,636 03/31/2024
tru Independence LLC38,571$1,629 03/31/2024
     FVD38,571$1,629 03/31/2024
Lido Advisors LLC39,889$1,618 12/31/2023
     FVD39,889$1,618 12/31/2023
FMR LLC39,492$1,602 12/31/2023
     FVD39,492$1,602 12/31/2023
Triumph Capital Management37,695$1,579 03/31/2024
     FVD37,695$1,579 03/31/2024
Nwam LLC38,871$1,577 12/31/2023
     FVD38,871$1,577 12/31/2023
Comprehensive Financial Consultants Institutional Inc.38,513$1,562 12/31/2023
     FVD38,513$1,562 12/31/2023
Denver Wealth Management Inc.35,260$1,489 03/31/2024
     FVD35,260$1,489 03/31/2024
Householder Group Estate & Retirement Specialist LLC36,382$1,475 12/31/2023
     FVD36,382$1,475 12/31/2023
Smith Moore & CO.35,356$1,434 12/31/2023
     FVD35,356$1,434 12/31/2023
Good Life Advisors LLC35,297$1,432 12/31/2023
     FVD35,297$1,432 12/31/2023
Main Street Financial Solutions LLC33,806$1,428 03/31/2024
     FVD33,806$1,428 03/31/2024
Focus Financial Network Inc.35,381$1,420 03/31/2024
     FVD35,381$1,420 03/31/2024
Focus Financial Network Inc. ADV34,907$1,416 12/31/2023
     FVD34,907$1,416 12/31/2023
AdvisorNet Financial Inc33,209$1,402 03/31/2024
     FVD33,209$1,402 03/31/2024
Venture Visionary Partners LLC34,509$1,400 12/31/2023
     FVD34,509$1,400 12/31/2023
Westside Investment Management Inc.32,657$1,376 03/31/2024
     FVD32,657$1,376 03/31/2024
Savvy Advisors Inc.33,503$1,359 12/31/2023
     FVD33,503$1,359 12/31/2023
Great Valley Advisor Group Inc.33,128$1,343 12/31/2023
     FVD33,128$1,343 12/31/2023
GeoWealth Management LLC33,061$1,341 12/31/2023
     FVD33,061$1,341 12/31/2023
Dfpg Investments LLC32,721$1,323 12/31/2023
     FVD32,721$1,323 12/31/2023
Thrivent Financial for Lutherans31,942$1,296 12/31/2023
     FVD31,942$1,296 12/31/2023
Savant Capital LLC31,731$1,287 12/31/2023
     FVD31,731$1,287 12/31/2023
MBE Wealth Management LLC29,994$1,267 03/31/2024
     FVD29,994$1,267 03/31/2024
OMNI 360 Wealth Inc.29,851$1,261 03/31/2024
     FVD29,851$1,261 03/31/2024
Northeast Financial Consultants Inc30,926$1,254 12/31/2023
     FVD30,926$1,254 12/31/2023
Insigneo Advisory Services LLC30,891$1,253 12/31/2023
     FVD30,891$1,253 12/31/2023
Cresset Asset Management LLC30,469$1,236 12/31/2023
     FVD30,469$1,236 12/31/2023
Ashton Thomas Private Wealth LLC28,801$1,216 03/31/2024
     FVD28,801$1,216 03/31/2024
NewEdge Wealth LLC29,926$1,214 12/31/2023
     FVD29,926$1,214 12/31/2023
Braun Bostich & Associates Inc.29,532$1,198 12/31/2023
     FVD29,532$1,198 12/31/2023
Goelzer Investment Management Inc.28,606$1,160 12/31/2023
     FVD28,606$1,160 12/31/2023
Main Line Retirement Advisors LLC27,325$1,154 03/31/2024
     FVD27,325$1,154 03/31/2024
Baystate Wealth Management LLC27,445$1,113 12/31/2023
     FVD27,445$1,113 12/31/2023
Fonville Wealth Management LLC26,310$1,111 03/31/2024
     FVD26,310$1,111 03/31/2024
EPG Wealth Management LLC27,808$1,111 12/31/2023
     FVD27,808$1,111 12/31/2023
Creative Planning26,177$1,062 12/31/2023
     FVD26,177$1,062 12/31/2023
L.M. Kohn & Company24,675$1,042 03/31/2024
     FVD24,675$1,042 03/31/2024
Integrated Advisors Network LLC24,975$1,013 12/31/2023
     FVD24,975$1,013 12/31/2023
Institute for Wealth Management LLC.24,646$1,000 12/31/2023
     FVD24,646$1,000 12/31/2023
Wealthsource Partners LLC24,667$1,000 12/31/2023
     FVD24,667$1,000 12/31/2023
Strategic Financial Concepts LLC23,659$999 03/31/2024
     FVD23,659$999 03/31/2024
Prudential PLC24,000$973 12/31/2023
     FVD24,000$973 12/31/2023
Flagship Harbor Advisors LLC23,011$972 03/31/2024
     FVD23,011$972 03/31/2024
ABLE Financial Group LLC23,925$970 12/31/2023
     FVD23,925$970 12/31/2023
Purus Wealth Management LLC22,920$968 03/31/2024
     FVD22,920$968 03/31/2024
Captrust Financial Advisors23,625$958 12/31/2023
     FVD23,625$958 12/31/2023
Acorn Wealth Advisors LLC21,971$928 03/31/2024
     FVD21,971$928 03/31/2024
Traction Financial Partners LLC21,517$873 12/31/2023
     FVD21,517$873 12/31/2023
NBT Bank N A NY20,558$868 03/31/2024
     FVD20,558$868 03/31/2024
Icon Wealth Advisors LLC20,783$843 12/31/2023
     FVD20,783$843 12/31/2023
Patriot Financial Group Insurance Agency LLC20,639$837 12/31/2023
     FVD20,639$837 12/31/2023
Trademark Financial Management LLC20,625$837 12/31/2023
     FVD20,625$837 12/31/2023
Tyler Stone Wealth Management20,481$831 12/31/2023
     FVD20,481$831 12/31/2023
WealthPLAN Partners LLC19,926$808 12/31/2023
     FVD19,926$808 12/31/2023
Eudaimonia Partners LLC19,045$804 03/31/2024
     FVD19,045$804 03/31/2024
Merit Financial Group LLC19,756$801 12/31/2023
     FVD19,756$801 12/31/2023
Willner & Heller LLC19,580$794 12/31/2023
     FVD19,580$794 12/31/2023
Keystone Financial Group19,528$792 12/31/2023
     FVD19,528$792 12/31/2023
Ruggaard & Associates LLC19,383$786 12/31/2023
     FVD19,383$786 12/31/2023
Sargent Investment Group LLC19,279$782 12/31/2023
     FVD19,279$782 12/31/2023
Planning Directions Inc.19,148$777 12/31/2023
     FVD19,148$777 12/31/2023
Coastal Investment Advisors Inc.18,276$772 03/31/2024
     FVD18,276$772 03/31/2024
Wetzel Investment Advisors Inc.19,106$767 03/31/2024
     FVD19,106$767 03/31/2024
Inspirion Wealth Advisors LLC18,123$765 03/31/2024
     FVD18,123$765 03/31/2024
Root Financial Partners LLC17,308$731 03/31/2024
     FVD17,308$731 03/31/2024
LWM Advisory Services LLC17,893$726 12/31/2023
     FVD17,893$726 12/31/2023
Murphy Middleton Hinkle & Parker Inc.17,172$725 03/31/2024
     FVD17,172$725 03/31/2024
We Are One Seven LLC17,796$722 12/31/2023
     FVD17,796$722 12/31/2023
Proequities Inc. $719 12/31/2023
     FVD17,734$719 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Advisory Services Network LLC17,736$719 12/31/2023
     FVD17,736$719 12/31/2023
Twin Peaks Wealth Advisors LLC16,979$717 03/31/2024
     FVD16,979$717 03/31/2024
Sage Mountain Advisors LLC16,927$715 03/31/2024
     FVD16,927$715 03/31/2024
Warren Averett Asset Management LLC17,498$710 12/31/2023
     FVD17,498$710 12/31/2023
Encompass Wealth Advisors LLC17,500$710 12/31/2023
     FVD17,500$710 12/31/2023
Derbend Asset Management17,470$709 12/31/2023
     FVD17,470$709 12/31/2023
Belpointe Asset Management LLC17,448$708 12/31/2023
     FVD17,448$708 12/31/2023
StrategIQ Financial Group LLC17,396$706 12/31/2023
     FVD17,396$706 12/31/2023
Clarus Wealth Advisors17,149$702 03/31/2024
     FVD17,149$702 03/31/2024
Castle Rock Wealth Management LLC17,218$694 12/31/2023
     FVD17,218$694 12/31/2023
FSC Wealth Advisors LLC16,238$686 03/31/2024
     FVD16,238$686 03/31/2024
Wiley BROS. Aintree Capital LLC16,060$678 03/31/2024
     FVD16,060$678 03/31/2024
Synovus Financial Corp16,469$668 12/31/2023
     FVD16,469$668 12/31/2023
Insight Advisors LLC PA16,271$660 12/31/2023
     FVD16,271$660 12/31/2023
Maia Wealth LLC15,975$648 12/31/2023
     FVD15,975$648 12/31/2023
Bernardo Wealth Planning LLC15,919$646 12/31/2023
     FVD15,919$646 12/31/2023
Moloney Securities Asset Management LLC15,825$642 12/31/2023
     FVD15,825$642 12/31/2023
VitalStone Financial LLC15,839$642 12/31/2023
     FVD15,839$642 12/31/2023
Strategy Asset Managers LLC15,177$641 03/31/2024
     FVD15,177$641 03/31/2024
Trueblood Wealth Management LLC15,024$634 03/31/2024
     FVD15,024$634 03/31/2024
N.E.W. Advisory Services LLC14,665$619 03/31/2024
     FVD14,665$619 03/31/2024
Grant GrossMendelsohn LLC14,861$617 03/31/2024
     FVD14,861$617 03/31/2024
MTM Investment Management LLC14,244$602 03/31/2024
     FVD14,244$602 03/31/2024
Pathstone Holdings LLC14,792$600 12/31/2023
     FVD14,792$600 12/31/2023
Kingswood Wealth Advisors LLC13,968$590 03/31/2024
     FVD13,968$590 03/31/2024
Bleakley Financial Group LLC14,303$580 12/31/2023
     FVD14,303$580 12/31/2023
TriaGen Wealth Management LLC13,444$568 03/31/2024
     FVD13,444$568 03/31/2024
Keystone Wealth Services LLC13,212$558 03/31/2024
     FVD13,212$558 03/31/2024
Pinnacle Family Advisors LLC13,721$557 12/31/2023
     FVD13,721$557 12/31/2023
United Capital Financial Advisers LLC13,657$554 12/31/2023
     FVD13,657$554 12/31/2023
Regal Investment Advisors LLC13,574$551 12/31/2023
     FVD13,574$551 12/31/2023
CAPROCK Group Inc.13,338$541 12/31/2023
     FVD13,338$541 12/31/2023
Cary Street Partners Investment Advisory LLC13,330$541 12/31/2023
     FVD13,330$541 12/31/2023
Wade G W & Inc.13,149$533 12/31/2023
     FVD13,149$533 12/31/2023
Shakespeare Wealth Management Inc.13,081$531 12/31/2023
     FVD13,081$531 12/31/2023
Cadent Capital Advisors LLC12,480$527 03/31/2024
     FVD12,480$527 03/31/2024
Tucker Asset Management LLC12,874$522 12/31/2023
     FVD12,874$522 12/31/2023
PSI Advisors LLC12,301$519 03/31/2024
     FVD12,301$519 03/31/2024
IAG Wealth Partners LLC12,156$513 03/31/2024
     FVD12,156$513 03/31/2024
Hibernia Wealth Partners LLC12,614$512 12/31/2023
     FVD12,614$512 12/31/2023
Quadrant Capital Group LLC12,573$510 12/31/2023
     FVD12,573$510 12/31/2023
Legacy Trust11,975$506 03/31/2024
     FVD11,975$506 03/31/2024
Lion Street Advisors LLC12,371$502 03/31/2024
     FVD12,371$502 03/31/2024
CoreCap Advisors LLC12,379$502 12/31/2023
     FVD12,379$502 12/31/2023
Laidlaw Wealth Management LLC12,074$490 12/31/2023
     FVD12,074$490 12/31/2023
Cerity Partners LLC11,908$483 12/31/2023
     FVD11,908$483 12/31/2023
Cypress Capital Group11,722$475 12/31/2023
     FVD11,722$475 12/31/2023
White Knight Strategic Wealth Advisors LLC11,512$467 12/31/2023
     FVD11,512$467 12/31/2023
Skyline Advisors Inc.10,832$457 03/31/2024
     FVD10,832$457 03/31/2024
Blueprint Investment Partners LLC11,070$449 12/31/2023
     FVD11,070$449 12/31/2023
Keel Point LLC10,512$444 03/31/2024
     FVD10,512$444 03/31/2024
Archer Investment Corp10,903$442 12/31/2023
     FVD10,903$442 12/31/2023
Summit Financial LLC10,397$439 03/31/2024
     FVD10,397$439 03/31/2024
Ehrlich Financial Group10,032$424 03/31/2024
     FVD10,032$424 03/31/2024
Bellevue Asset Management LLC10,016$423 03/31/2024
     FVD10,016$423 03/31/2024
SeaCrest Wealth Management LLC9,888$418 03/31/2024
     FVD9,888$418 03/31/2024
HBK Sorce Advisory LLC10,295$418 12/31/2023
     FVD10,295$418 12/31/2023
PFG Investments LLC9,682$409 03/31/2024
     FVD9,682$409 03/31/2024
SFG Wealth Management LLC.9,609$406 03/31/2024
     FVD9,609$406 03/31/2024
Moors & Cabot Inc.9,991$405 12/31/2023
     FVD9,991$405 12/31/2023
Buckingham Strategic Wealth LLC9,972$404 12/31/2023
     FVD9,972$404 12/31/2023
Opal Wealth Advisors LLC9,508$402 03/31/2024
     FVD9,508$402 03/31/2024
Greenleaf Trust9,911$402 12/31/2023
     FVD9,911$402 12/31/2023
Columbia Advisory Partners LLC9,410$397 03/31/2024
     FVD9,410$397 03/31/2024
Ronald Blue Trust Inc.10,570$395 12/31/2023
     FVD10,570$395 12/31/2023
Waterfront Wealth Inc.9,711$394 12/31/2023
     FVD9,711$394 12/31/2023
Mission Creek Capital Partners Inc.9,633$391 12/31/2023
     FVD9,633$391 12/31/2023
Fifth Third Bancorp9,168$387 03/31/2024
     FVD9,168$387 03/31/2024
Apollon Wealth Management LLC9,343$379 12/31/2023
     FVD9,343$379 12/31/2023
MGB Wealth Management LLC9,179$372 12/31/2023
     FVD9,179$372 12/31/2023
Stonebridge Financial Planning Group LLC9,102$369 12/31/2023
     FVD9,102$369 12/31/2023
LexAurum Advisors LLC8,711$368 03/31/2024
     FVD8,711$368 03/31/2024
Cedrus LLC8,700$367 03/31/2024
     FVD8,700$367 03/31/2024
Fermata Advisors LLC8,591$363 03/31/2024
     FVD8,591$363 03/31/2024
Atlas Private Wealth Advisors8,880$360 12/31/2023
     FVD8,880$360 12/31/2023
Eqis Capital Management Inc.8,729$354 12/31/2023
     FVD8,729$354 12/31/2023
Concorde Asset Management LLC8,699$353 12/31/2023
     FVD8,699$353 12/31/2023
Ritholtz Wealth Management8,212$347 03/31/2024
     FVD8,212$347 03/31/2024
Money Concepts Capital Corp8,373$340 12/31/2023
     FVD8,373$340 12/31/2023
Clarity Capital Partners LLC8,173$331 12/31/2023
     FVD8,173$331 12/31/2023
Redwood Financial Network Corp8,056$327 12/31/2023
     FVD8,056$327 12/31/2023
Summit Investment Advisory Services LLC7,700$325 03/31/2024
     FVD7,700$325 03/31/2024
RDA Financial Network7,663$324 03/31/2024
     FVD7,663$324 03/31/2024
Guerra Pan Advisors LLC7,958$323 12/31/2023
     FVD7,958$323 12/31/2023
Virtu Financial LLC7,900$320 12/31/2023
     FVD7,900$320 12/31/2023
Carolinas Wealth Consulting LLC7,850$318 12/31/2023
     FVD7,850$318 12/31/2023
Quantum Private Wealth LLC7,712$313 12/31/2023
     FVD7,712$313 12/31/2023
Opinicus Capital Inc.7,360$311 03/31/2024
     FVD7,360$311 03/31/2024
U.S. Capital Wealth Advisors LLC7,553$306 12/31/2023
     FVD7,553$306 12/31/2023
Citizens Financial Group Inc RI7,503$304 12/31/2023
     FVD7,503$304 12/31/2023
Beaton Management Co. Inc.7,485$304 12/31/2023
     FVD7,485$304 12/31/2023
Evanson Asset Management LLC7,167$303 03/31/2024
     FVD7,167$303 03/31/2024
Core Wealth Partners LLC7,168$303 03/31/2024
     FVD7,168$303 03/31/2024
Sykon Capital LLC7,220$293 12/31/2023
     FVD7,220$293 12/31/2023
Weitzel Financial Services Inc.6,954$291 03/31/2024
     FVD6,954$291 03/31/2024
Legacy Capital Wealth Partners LLC7,145$290 12/31/2023
     FVD7,145$290 12/31/2023
Owen LaRue LLC7,161$290 12/31/2023
     FVD7,161$290 12/31/2023
ORG Partners LLC7,120$289 12/31/2023
     FVD7,120$289 12/31/2023
Total Clarity Wealth Management Inc.6,824$288 03/31/2024
     FVD6,824$288 03/31/2024
PCA Investment Advisory Services Inc.7,097$288 12/31/2023
     FVD7,097$288 12/31/2023
Curi Capital7,039$286 12/31/2023
     FVD7,039$286 12/31/2023
Schrum Private Wealth Management LLC7,009$284 12/31/2023
     FVD7,009$284 12/31/2023
TIAA Trust National Association6,988$283 12/31/2023
     FVD6,988$283 12/31/2023
Keebeck Wealth Management LLC6,930$281 12/31/2023
     FVD6,930$281 12/31/2023
Retirement Planning Group6,575$278 03/31/2024
     FVD6,575$278 03/31/2024
HB Wealth Management LLC6,796$276 12/31/2023
     FVD6,796$276 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC6,711$272 12/31/2023
     FVD6,711$272 12/31/2023
O Shaughnessy Asset Management LLC6,669$270 12/31/2023
     FVD6,669$270 12/31/2023
Daymark Wealth Partners LLC6,326$267 03/31/2024
     FVD6,326$267 03/31/2024
TrueWealth Advisors LLC6,230$263 03/31/2024
     FVD6,230$263 03/31/2024
Migdal Insurance & Financial Holdings Ltd.6,321$256 12/31/2023
     FVD6,321$256 12/31/2023
Darwin Advisors LLC6,322$256 12/31/2023
     FVD6,322$256 12/31/2023
Worth Financial Advisory Group LLC6,308$256 12/31/2023
     FVD6,308$256 12/31/2023
GAMMA Investing LLC6,002$253 03/31/2024
     FVD6,002$253 03/31/2024
Sovereign Financial Group Inc.5,962$252 03/31/2024
     FVD5,962$252 03/31/2024
Private Portfolio Partners LLC6,225$252 12/31/2023
     FVD6,225$252 12/31/2023
Alta Wealth Advisors LLC6,167$250 12/31/2023
     FVD6,167$250 12/31/2023
SFI Advisors LLC6,106$248 12/31/2023
     FVD6,106$248 12/31/2023
BOKF NA6,101$247 12/31/2023
     FVD6,101$247 12/31/2023
Peak Financial Management Inc.5,800$245 03/31/2024
     FVD5,800$245 03/31/2024
Cornerstone Advisory LLC6,000$243 12/31/2023
     FVD6,000$243 12/31/2023
Gilliland Jeter Wealth Management LLC5,977$242 12/31/2023
     FVD5,977$242 12/31/2023
Mainsail Financial Group LLC5,676$240 03/31/2024
     FVD5,676$240 03/31/2024
Csenge Advisory Group5,874$238 12/31/2023
     FVD5,874$238 12/31/2023
Maltin Wealth Management Inc.5,615$237 03/31/2024
     FVD5,615$237 03/31/2024
Nilsine Partners LLC5,589$236 03/31/2024
     FVD5,589$236 03/31/2024
Transcend Wealth Collective LLC5,809$236 12/31/2023
     FVD5,809$236 12/31/2023
Commonwealth Financial Services LLC5,785$235 12/31/2023
     FVD5,785$235 12/31/2023
Founders Financial Alliance LLC5,735$233 12/31/2023
     FVD5,735$233 12/31/2023
WMG Financial Advisors LLC5,709$232 12/31/2023
     FVD5,709$232 12/31/2023
Axxcess Wealth Management LLC5,714$232 12/31/2023
     FVD5,714$232 12/31/2023
Oxler Private Wealth LLC5,422$229 03/31/2024
     FVD5,422$229 03/31/2024
DB Wealth Management Group LLC5,627$228 12/31/2023
     FVD5,627$228 12/31/2023
Prime Capital Investment Advisors LLC5,576$226 12/31/2023
     FVD5,576$226 12/31/2023
Pinnacle Bank5,285$223 03/31/2024
     FVD5,285$223 03/31/2024
Centennial Wealth Advisory LLC5,278$223 03/31/2024
     FVD5,278$223 03/31/2024
Means Investment CO. Inc.5,252$222 03/31/2024
     FVD5,252$222 03/31/2024
Smithfield Trust Co.5,375$218 12/31/2023
     FVD5,375$218 12/31/2023
ACT Advisors LLC.5,130$217 03/31/2024
     FVD5,130$217 03/31/2024
Capital Asset Advisory Services LLC5,188$214 03/31/2024
     FVD5,188$214 03/31/2024
Horst & Graben Wealth Management LLC4,897$207 03/31/2024
     FVD4,897$207 03/31/2024
Walkner Condon Financial Advisors LLC4,881$206 03/31/2024
     FVD4,881$206 03/31/2024
Sweet Financial Partners LLC4,775$202 03/31/2024
     FVD4,775$202 03/31/2024
Sunbelt Securities Inc.4,561$193 03/31/2024
     FVD4,561$193 03/31/2024
Jones Financial Companies Lllp4,361$177 12/31/2023
     FVD4,361$177 12/31/2023
Intrepid Capital Management Inc.4,318$175 12/31/2023
     FVD4,318$175 12/31/2023
Trust Co. of Vermont3,600$146 12/31/2023
     FVD3,600$146 12/31/2023
Coston McIsaac & Partners3,448$145 03/31/2024
     FVD3,448$145 03/31/2024
Bartlett & CO. Wealth Management LLC3,500$143 12/31/2023
     FVD3,500$143 12/31/2023
Bartlett & Co. LLC3,500$142 12/31/2023
     FVD3,500$142 12/31/2023
Voisard Asset Management Group Inc.3,200$135 03/31/2024
     FVD3,200$135 03/31/2024
Asset Dedication LLC3,187$134 03/31/2024
     FVD3,187$134 03/31/2024
Clearstead Advisors LLC3,246$132 12/31/2023
     FVD3,246$132 12/31/2023
Raleigh Capital Management Inc.2,783$113 12/31/2023
     FVD2,783$113 12/31/2023
Goodman Advisory Group LLC2,516$102 12/31/2023
     FVD2,516$102 12/31/2023
Plante Moran Financial Advisors LLC2,289$93 12/31/2023
     FVD2,289$93 12/31/2023
Creekmur Asset Management LLC2,246$91 12/31/2023
     FVD2,246$91 12/31/2023
Cullen Frost Bankers Inc.2,194$89 12/31/2023
     FVD2,194$89 12/31/2023
Farther Finance Advisors LLC2,168$88 12/31/2023
     FVD2,168$88 12/31/2023
Ancora Advisors LLC2,117$86 12/31/2023
     FVD2,117$86 12/31/2023
Live Oak Investment Partners2,110$86 12/31/2023
     FVD2,110$86 12/31/2023
Glassman Wealth Services2,032$82 12/31/2023
     FVD2,032$82 12/31/2023
Bfsg LLC1,923$81 03/31/2024
     FVD1,923$81 03/31/2024
Glass Jacobson Investment Advisors llc1,889$80 03/31/2024
     FVD1,889$80 03/31/2024
First Horizon Advisors Inc.1,877$79 03/31/2024
     FVD1,877$79 03/31/2024
Washington Trust Advisors Inc.1,775$72 12/31/2023
     FVD1,775$72 12/31/2023
Operose Advisors LLC1,755$71 12/31/2023
     FVD1,755$71 12/31/2023
Hexagon Capital Partners LLC1,553$66 03/31/2024
     FVD1,553$66 03/31/2024
Oakworth Capital Inc.1,500$63 03/31/2024
     FVD1,500$63 03/31/2024
Horizon Financial Services LLC1,460$62 03/31/2024
     FVD1,460$62 03/31/2024
EverSource Wealth Advisors LLC1,460$59 12/31/2023
     FVD1,460$59 12/31/2023
North Star Investment Management Corp.1,429$58 12/31/2023
     FVD1,429$58 12/31/2023
Signaturefd LLC1,425$58 12/31/2023
     FVD1,425$58 12/31/2023
Future Financial Wealth Managment LLC1,325$56 03/31/2024
     FVD1,325$56 03/31/2024
Pacifica Partners Inc.1,329$55 03/31/2024
     FVD1,329$55 03/31/2024
Activest Wealth Management1,278$54 03/31/2024
     FVD1,278$54 03/31/2024
HM Payson & Co.1,222$50 12/31/2023
     FVD1,222$50 12/31/2023
FinTrust Capital Advisors LLC1,240$50 12/31/2023
     FVD1,240$50 12/31/2023
Kozak & Associates Inc.1,214$49 12/31/2023
     FVD1,214$49 12/31/2023
Register Financial Advisors LLC1,113$47 03/31/2024
     FVD1,113$47 03/31/2024
Valley National Advisers Inc.1,094$46 03/31/2024
     FVD1,094$46 03/31/2024
Nemes Rush Group LLC1,140$46 12/31/2023
     FVD1,140$46 12/31/2023
Accordant Advisory Group Inc1,016$43 03/31/2024
     FVD1,016$43 03/31/2024
Providence Capital Advisors LLC1,058$43 12/31/2023
     FVD1,058$43 12/31/2023
Beacon Capital Management LLC1,150$43 12/31/2023
     FVD1,150$43 12/31/2023
Thompson Investment Management Inc.1,000$42 03/31/2024
     FVD1,000$42 03/31/2024
Compass Wealth Management LLC888$38 03/31/2024
     FVD888$38 03/31/2024
Annis Gardner Whiting Capital Advisors LLC906$37 12/31/2023
     FVD906$37 12/31/2023
Pineridge Advisors LLC846$34 12/31/2023
     FVD846$34 12/31/2023
West Financial Advisors LLC718$30 03/31/2024
     FVD718$30 03/31/2024
Laurel Wealth Advisors LLC750$30 12/31/2023
     FVD750$30 12/31/2023
Nordwand Advisors LLC702$28 12/31/2023
     FVD702$28 12/31/2023
GHP Investment Advisors Inc.620$26 03/31/2024
     FVD620$26 03/31/2024
Livelsberger Financial Advisory625$25 12/31/2023
     FVD625$25 12/31/2023
Massmutual Trust Co. FSB ADV575$24 03/31/2024
     FVD575$24 03/31/2024
Huntington National Bank584$24 12/31/2023
     FVD584$24 12/31/2023
Park Place Capital Corp500$21 03/31/2024
     FVD500$21 03/31/2024
Ameritas Investment Partners Inc.502$20 12/31/2023
     FVD502$20 12/31/2023
Scarborough Advisors LLC501$20 12/31/2023
     FVD501$20 12/31/2023
Citizens National Bank Trust Department450$18 12/31/2023
     FVD450$18 12/31/2023
AllSquare Wealth Management LLC425$17 12/31/2023
     FVD425$17 12/31/2023
PFS Partners LLC387$16 03/31/2024
     FVD387$16 03/31/2024
Investors Research Corp316$13 12/31/2023
     FVD316$13 12/31/2023
Princeton Global Asset Management LLC300$12 12/31/2023
     FVD300$12 12/31/2023
Private Wealth Management Group LLC300$12 12/31/2023
     FVD300$12 12/31/2023
Fairman Group LLC262$11 12/31/2023
     FVD262$11 12/31/2023
Whittier Trust Co.247$10 12/31/2023
     FVD247$10 12/31/2023
Salomon & Ludwin LLC271$10 12/31/2023
     FVD271$10 12/31/2023
Aspire Private Capital LLC222$9 03/31/2024
     FVD222$9 03/31/2024
O Dell Group LLC231$9 12/31/2023
     FVD231$9 12/31/2023
Castleview Partners LLC169$7 12/31/2023
     FVD169$7 12/31/2023
Salem Investment Counselors Inc.148$6 03/31/2024
     FVD148$6 03/31/2024
JNBA Financial Advisors150$6 03/31/2024
     FVD150$6 03/31/2024
Smartleaf Asset Management LLC156$6 12/31/2023
     FVD156$6 12/31/2023
Farmers & Merchants Investments Inc.67$3 03/31/2024
     FVD67$3 03/31/2024
Global Wealth Strategies & Associates70$3 03/31/2024
     FVD70$3 03/31/2024
Rockbridge Investment Management LCC64$3 12/31/2023
     FVD64$3 12/31/2023
Eukles Asset Management61$2 12/31/2023
     FVD61$2 12/31/2023
Main Street Group LTD43$2 12/31/2023
     FVD43$2 12/31/2023
Sound Income Strategies LLC14$1 03/31/2024
     FVD14$1 03/31/2024
Front Row Advisors LLC25$1 12/31/2023
     FVD25$1 12/31/2023

See Summary: Institutional Holders of FVD
See Details: Top 10 Hedge Funds Holding FVD
Also See: FVD Holdings Changes

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