EP Wealth Advisors

Latest statistics and disclosures from EP Wealth Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for EP Wealth Advisors

Companies in the EP Wealth Advisors portfolio as of the December 2021 quarterly 13F filing

EP Wealth Advisors has 545 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.7 $665M +2% 2.1M 320.90
Vanguard Index Fds Value Etf (VTV) 8.0 $339M +2% 2.3M 147.11
Apple (AAPL) 5.4 $228M +4% 1.3M 177.57
Microsoft Corporation (MSFT) 3.5 $146M +8% 435k 336.32
Amazon (AMZN) 2.0 $84M +20% 25k 3334.39
Alphabet Cap Stk Cl A (GOOGL) 1.9 $81M 28k 2897.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $76M 159k 474.96
JPMorgan Chase & Co. (JPM) 1.7 $74M +2% 466k 158.35
Costco Wholesale Corporation (COST) 1.6 $66M 116k 567.70
Broadcom (AVGO) 1.4 $59M 89k 665.42
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $57M 342k 166.05
Johnson & Johnson (JNJ) 1.3 $57M +4% 332k 171.07
Keysight Technologies (KEYS) 1.3 $53M 257k 206.51
Select Sector Spdr Tr Technology (XLK) 1.2 $51M 292k 173.87

Setup an alert

EP Wealth Advisors will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Cisco Systems (CSCO) 1.2 $50M +4% 787k 63.37
American Tower Reit (AMT) 1.2 $49M +3% 169k 292.50
Visa Com Cl A (V) 1.1 $45M +5% 209k 216.71
TJX Companies (TJX) 1.1 $45M +6% 593k 75.92
Walt Disney Company (DIS) 1.0 $44M +4% 286k 154.89
Starbucks Corporation (SBUX) 1.0 $44M +9% 377k 116.97
Honeywell International (HON) 1.0 $44M +4% 212k 208.51
Pepsi (PEP) 1.0 $42M +3% 239k 173.71
CVS Caremark Corporation (CVS) 0.9 $38M 368k 103.16
Stryker Corporation (SYK) 0.9 $37M +4% 139k 267.42
Spdr Ser Tr S&p Regl Bkg (KRE) 0.9 $37M +5% 520k 70.85
Meta Platforms Cl A (FB) 0.8 $36M -22% 106k 336.35
General Motors Company (GM) 0.8 $35M +29% 594k 58.63
Zoetis Cl A (ZTS) 0.8 $35M 142k 244.03
Hca Holdings (HCA) 0.8 $34M 133k 256.92
Union Pacific Corporation (UNP) 0.8 $34M +3% 134k 251.93
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $33M +9% 419k 79.46
S&p Global (SPGI) 0.8 $33M 71k 471.93
Ishares Tr Core S&p500 Etf (IVV) 0.8 $32M +2% 67k 476.98
Exxon Mobil Corporation (XOM) 0.7 $32M 517k 61.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $31M +19% 630k 49.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $31M +402% 610k 51.06
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $31M +23% 359k 85.42
Valero Energy Corporation (VLO) 0.7 $29M +3% 382k 75.11
Allstate Corporation (ALL) 0.7 $29M +3% 242k 117.65
Fmc Corp Com New (FMC) 0.7 $28M +7% 254k 109.89
Bristol Myers Squibb (BMY) 0.6 $27M +5% 427k 62.35
Vanguard Index Fds Small Cp Etf (VB) 0.6 $27M -2% 117k 226.01
LKQ Corporation (LKQ) 0.6 $26M NEW 431k 60.03
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $25M +20% 99k 254.62
FedEx Corporation (FDX) 0.6 $23M +5% 90k 258.64
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $23M -3% 132k 171.75
Global Payments (GPN) 0.5 $22M -8% 163k 135.18
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.5 $22M +1634% 691k 31.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $22M +29% 144k 150.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $22M +57% 398k 53.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $21M +4% 71k 299.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $20M +3% 82k 241.44
Alphabet Cap Stk Cl C (GOOG) 0.4 $19M 6.5k 2893.68
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.4 $19M 364k 51.06
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $18M +381% 97k 182.86
Ishares Tr Msci Eafe Etf (EFA) 0.4 $16M +10% 205k 78.68
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $16M 248k 62.33
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $15M NEW 184k 79.74
UnitedHealth (UNH) 0.3 $14M -5% 28k 502.13
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $14M +78% 118k 114.08
Home Depot (HD) 0.3 $13M +2% 31k 415.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $13M 43k 305.58
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $13M 108k 115.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $12M +52% 28k 436.56
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $12M +21% 242k 50.48
Lowe's Companies (LOW) 0.3 $12M 47k 258.47
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $12M 54k 215.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $11M -2% 64k 167.93
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $10M NEW 36k 281.78
Cintas Corporation (CTAS) 0.2 $9.7M 22k 443.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $9.3M -2% 111k 83.67
Chevron Corporation (CVX) 0.2 $8.9M 76k 117.35
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $8.8M +18% 77k 114.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $8.3M NEW 47k 178.85
Nu Skin Enterprises Cl A (NUS) 0.2 $8.1M 160k 50.75
Tesla Motors (TSLA) 0.2 $7.9M 7.5k 1056.75
Thermo Fisher Scientific (TMO) 0.2 $7.9M 12k 667.23
McDonald's Corporation (MCD) 0.2 $7.5M 28k 268.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $7.3M 189k 38.87
Ishares Tr National Mun Etf (MUB) 0.2 $7.2M +2% 62k 116.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $7.0M NEW 110k 63.32
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.2 $6.9M -2% 270k 25.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $6.9M +19% 141k 48.85
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $6.8M +3% 33k 204.43
Qualcomm (QCOM) 0.2 $6.7M +21% 37k 182.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $6.6M 223k 29.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $6.3M +1100% 57k 109.06
NVIDIA Corporation (NVDA) 0.1 $6.2M +24% 21k 294.11
Northrop Grumman Corporation (NOC) 0.1 $6.2M 16k 387.06
Bank of America Corporation (BAC) 0.1 $6.1M -5% 138k 44.49
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $5.9M -3% 38k 156.64
Pfizer (PFE) 0.1 $5.9M +3% 100k 59.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $5.8M +63% 50k 116.02
Wells Fargo & Company (WFC) 0.1 $5.7M 120k 47.98
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $5.7M +437% 199k 28.70
Vanguard World Fds Health Car Etf (VHT) 0.1 $5.5M +2% 21k 266.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $5.5M -9% 19k 293.04
Ishares Tr U.s. Tech Etf (IYW) 0.1 $5.4M +975% 47k 114.81
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $5.4M 63k 85.25
Procter & Gamble Company (PG) 0.1 $5.2M 32k 163.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $5.1M 31k 162.75
Edwards Lifesciences (EW) 0.1 $5.1M +3% 39k 129.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $5.1M -88% 9.5k 531.50
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $4.8M 45k 105.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $4.8M NEW 59k 81.26
Dover Corporation (DOV) 0.1 $4.7M -2% 26k 181.60
Ishares Tr Russell 3000 Etf (IWV) 0.1 $4.7M +35% 17k 277.51
Amgen (AMGN) 0.1 $4.7M +3% 21k 224.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $4.6M -4% 28k 163.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $4.6M +11% 45k 102.40
Nike CL B (NKE) 0.1 $4.6M 27k 166.66
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $4.5M -4% 36k 122.39
Becton, Dickinson and (BDX) 0.1 $4.4M 18k 251.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $4.4M NEW 69k 64.55
Intel Corporation (INTC) 0.1 $4.4M +23% 86k 51.50
Ishares Tr Esg Aware Msci (ESML) 0.1 $4.4M +4% 109k 40.32
Abbvie (ABBV) 0.1 $4.3M -3% 32k 135.41
Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.2M +9% 19k 222.46
Verizon Communications (VZ) 0.1 $4.2M +3% 81k 51.97
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.1 $4.1M +3% 44k 94.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $4.0M +297% 39k 104.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.0M -20% 61k 66.47
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.1 $4.0M 159k 25.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.0M +34% 14k 283.09
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $3.9M -2% 150k 25.93
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.9M +9% 44k 87.61
Wal-Mart Stores (WMT) 0.1 $3.8M +16% 26k 144.70
Kla Corp Com New (KLAC) 0.1 $3.8M -6% 8.8k 430.16
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $3.8M +4% 72k 52.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.8M -26% 47k 80.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $3.7M +3% 51k 73.22
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.7M -3% 14k 264.45
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.6M -7% 28k 129.11
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.6M +95% 16k 221.01
At&t (T) 0.1 $3.5M +10% 143k 24.60
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $3.5M 46k 76.34
Sempra Energy (SRE) 0.1 $3.4M -2% 26k 132.27
Ishares Tr Msci Usa Value (VLUE) 0.1 $3.3M 31k 109.46
Abbott Laboratories (ABT) 0.1 $3.3M +5% 24k 140.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.3M NEW 35k 92.75
Coca-Cola Company (KO) 0.1 $3.3M -3% 55k 59.22
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $3.2M -2% 14k 226.12
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $3.2M 27k 117.83
W.W. Grainger (GWW) 0.1 $3.0M -2% 5.9k 518.23
United Bankshares (UBSI) 0.1 $3.0M 84k 36.28
Advanced Micro Devices (AMD) 0.1 $3.0M 21k 143.90
Boeing Company (BA) 0.1 $3.0M -2% 15k 201.31
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.0M -4% 50k 60.83
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.0M +22% 7.2k 414.52
American Express Company (AXP) 0.1 $2.9M -3% 18k 163.58
Colgate-Palmolive Company (CL) 0.1 $2.9M 35k 85.34
First American Financial (FAF) 0.1 $2.8M -2% 36k 78.24
Adobe Systems Incorporated (ADBE) 0.1 $2.8M +6% 5.0k 566.97
Oracle Corporation (ORCL) 0.1 $2.8M +2% 32k 87.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.7M +19% 24k 113.83
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.7M +22% 11k 254.78
Target Corporation (TGT) 0.1 $2.7M -2% 12k 231.45
Comcast Corp Cl A (CMCSA) 0.1 $2.7M +5% 54k 50.33
Airbnb Com Cl A (ABNB) 0.1 $2.7M +79% 16k 166.51
General Dynamics Corporation (GD) 0.1 $2.7M -7% 13k 208.47
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $2.6M +101% 40k 66.05
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.6M 5.6k 458.28
Vanguard World Mega Cap Val Etf (MGV) 0.1 $2.6M -9% 24k 106.82
Intuitive Surgical Com New (ISRG) 0.1 $2.6M +196% 7.1k 359.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.5M -4% 42k 61.27
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $2.5M 36k 68.62
Nextera Energy (NEE) 0.1 $2.5M 27k 93.35
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.1 $2.5M 26k 96.12
Prologis (PLD) 0.1 $2.4M 15k 168.36
Select Sector Spdr Tr Communication (XLC) 0.1 $2.4M +145% 31k 77.70
Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.4M -13% 32k 74.65
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $2.4M 59k 40.30
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $2.3M NEW 90k 25.65
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.1 $2.3M +16% 30k 77.67
United Parcel Service CL B (UPS) 0.1 $2.3M 11k 214.35
Johnson Ctls Intl SHS (JCI) 0.1 $2.2M -4% 28k 81.32
Select Sector Spdr Tr Energy (XLE) 0.0 $2.1M +26% 38k 55.50
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $2.1M +3% 4.1k 517.68
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $2.1M 20k 107.90
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.1M 16k 129.18
3M Company (MMM) 0.0 $2.0M -3% 12k 177.64
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $2.0M +23% 63k 32.51
McKesson Corporation (MCK) 0.0 $2.0M 8.2k 248.56
Gaming & Leisure Pptys (GLPI) 0.0 $2.0M 42k 48.67
Ishares Tr Cohen Steer Reit (ICF) 0.0 $2.0M +173% 26k 76.08
Intuit (INTU) 0.0 $2.0M -12% 3.0k 643.14
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $1.9M -4% 28k 68.26
salesforce (CRM) 0.0 $1.9M +28% 7.6k 254.14
Ishares Tr Select Divid Etf (DVY) 0.0 $1.9M +2% 16k 122.59
Steel Dynamics (STLD) 0.0 $1.9M -4% 31k 62.08
Ishares Tr Ibonds Dec2023 (IBML) 0.0 $1.9M 73k 25.92
Teradyne (TER) 0.0 $1.8M -5% 11k 163.49
Ishares Tr Exponential Tech (XT) 0.0 $1.8M -2% 28k 66.08
Merck & Co (MRK) 0.0 $1.8M +5% 24k 76.63
General Electric Com New (GE) 0.0 $1.8M -4% 19k 94.45
Yum! Brands (YUM) 0.0 $1.8M +6% 13k 138.82
Paypal Holdings (PYPL) 0.0 $1.8M 9.7k 188.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $1.8M -5% 34k 53.89
Eli Lilly & Co. (LLY) 0.0 $1.8M +6% 6.5k 276.28
Mastercard Incorporated Cl A (MA) 0.0 $1.8M +21% 4.9k 359.35
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $1.8M +226% 17k 105.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.8M +43% 21k 83.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.7M +14% 21k 80.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.7M +37% 12k 140.86
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.7M +12% 15k 110.26
Lockheed Martin Corporation (LMT) 0.0 $1.6M +2% 4.6k 355.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $1.6M -17% 39k 41.48
Twilio Cl A (TWLO) 0.0 $1.6M -24% 6.0k 263.40
Glacier Ban (GBCI) 0.0 $1.6M NEW 28k 56.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $1.5M 13k 115.66
Us Bancorp Del Com New (USB) 0.0 $1.5M +3% 27k 56.16
D.R. Horton (DHI) 0.0 $1.5M -2% 14k 108.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.5M +20% 14k 107.46
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.5M 33k 44.37
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.4M -10% 18k 80.89
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $1.4M -12% 25k 58.45
International Business Machines (IBM) 0.0 $1.4M 11k 133.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.4M +4% 13k 112.14
Netflix (NFLX) 0.0 $1.4M +34% 2.3k 602.39
Quest Diagnostics Incorporated (DGX) 0.0 $1.4M -4% 8.1k 173.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $1.4M +12% 25k 54.91
Texas Instruments Incorporated (TXN) 0.0 $1.4M 7.3k 188.50
Altria (MO) 0.0 $1.4M 29k 47.40
General Mills (GIS) 0.0 $1.4M -10% 20k 67.37
Ishares Tr Ibonds Dec2022 (IBMK) 0.0 $1.3M -14% 52k 26.06
CSX Corporation (CSX) 0.0 $1.3M +6% 35k 37.59
Wp Carey (WPC) 0.0 $1.3M -8% 16k 82.03
Madrigal Pharmaceuticals (MDGL) 0.0 $1.3M +190% 15k 84.73
Cable One (CABO) 0.0 $1.3M 734.00 1762.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.3M +25% 12k 107.39
Blackstone Group Inc Com Cl A (BX) 0.0 $1.3M +9% 9.8k 129.37
Kimberly-Clark Corporation (KMB) 0.0 $1.3M +35% 8.8k 142.95
Agilent Technologies Inc C ommon (A) 0.0 $1.3M 7.8k 159.69
Invesco Exchange Traded Fd T Dwa Technology (PTF) 0.0 $1.2M 7.5k 166.15
Charles Schwab Corporation (SCHW) 0.0 $1.2M +8% 15k 84.10
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.0 $1.2M +8% 14k 89.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.2M +4% 14k 84.75
Alexandria Real Estate Equities (ARE) 0.0 $1.2M 5.4k 222.99
Equinix (EQIX) 0.0 $1.2M NEW 1.4k 845.56
Roblox Corp Cl A (RBLX) 0.0 $1.2M 12k 103.20
Automatic Data Processing (ADP) 0.0 $1.2M 4.7k 246.56
ConocoPhillips (COP) 0.0 $1.1M 16k 72.15
Philip Morris International (PM) 0.0 $1.1M +6% 12k 94.99
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.1M -3% 6.7k 170.98
Caterpillar (CAT) 0.0 $1.1M +20% 5.4k 206.74
Invesco Exchange Traded Fd T Dynmc Software (PSJ) 0.0 $1.1M 8.7k 127.71
Bentley Sys Com Cl B (BSY) 0.0 $1.1M -20% 23k 48.32
Clorox Company (CLX) 0.0 $1.1M -26% 6.2k 174.30
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $1.1M 2.0k 542.42
Zions Bancorporation (ZION) 0.0 $1.1M 17k 63.16

Past Filings by EP Wealth Advisors

SEC 13F filings are viewable for EP Wealth Advisors going back to 2011

View all past filings