| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,478 | 1,627,905 | NEW HOLDINGS | 11/13/2023 | 000084277523000006 | Clearstead Advisors, LLC |
| Q3 2023 | 1,522 | 1,818,054 | 13F-HR | 11/7/2023 | 000084277523000005 | Clearstead Advisors, LLC |
| Q2 2023 | 1,375 | 1,649,948 | 13F-HR | 8/7/2023 | 000084277523000004 | Clearstead Advisors, LLC |
| Q1 2023 | 1,367 | 1,373,942 | 13F-HR | 5/9/2023 | 000084277523000003 | Clearstead Advisors, LLC |
| Q4 2022 | 1,312 | 1,276,686 | 13F-HR | 2/14/2023 | 000084277523000001 | Clearstead Advisors, LLC |
| Q3 2022 | 1,317 | 1,085,429 | 13F-HR | 11/14/2022 | 000084277522000004 | Clearstead Advisors, LLC |
| Q2 2022 | 1,339 | 1,283,037 | 13F-HR | 8/12/2022 | 000084277522000003 | Clearstead Advisors, LLC |
| Q1 2022 | 1,417 | 1,473,995 | 13F-HR | 5/4/2022 | 000084277522000002 | Clearstead Advisors, LLC |
| Q4 2021 | 1,300 | 1,470,496 | 13F-HR | 2/14/2022 | 000084277522000001 | Clearstead Advisors, LLC |
| Q3 2021 | 1,314 | 1,340,471 | 13F-HR | 11/12/2021 | 000084277521000006 | Clearstead Advisors, LLC |
| Q2 2021 | 1,271 | 1,299,434 | 13F-HR | 8/12/2021 | 000084277521000005 | Clearstead Advisors, LLC |
| Q1 2021 | 1,137 | 1,200,252 | 13F-HR | 5/14/2021 | 000084277521000003 | Clearstead Advisors, LLC |
| Q4 2020 | 987 | 1,099,658 | 13F-HR | 2/11/2021 | 000084277521000001 | Clearstead Advisors, LLC |
| Q3 2020 | 898 | 932,930 | 13F-HR | 11/12/2020 | 000084277520000005 | Clearstead Advisors, LLC |
| Q2 2020 | 796 | 864,749 | 13F-HR | 8/11/2020 | 000084277520000004 | Clearstead Advisors, LLC |
| Q1 2020 | 789 | 686,788 | 13F-HR | 5/14/2020 | 000084277520000003 | Clearstead Advisors, LLC |
| Q4 2019 | 282 | 824,105 | 13F-HR | 2/11/2020 | 000084277520000002 | Clearstead Advisors, LLC |
| Q3 2019 | 266 | 747,232 | 13F-HR | 11/12/2019 | 000117266119002167 | Clearstead Advisors, LLC |
| Q2 2019 | 274 | 750,825 | 13F-HR | 8/8/2019 | 000117266119001653 | Clearstead Advisors, LLC |
| Q1 2019 | 257 | 725,070 | 13F-HR | 5/14/2019 | 000117266119001198 | Clearstead Advisors, LLC |
| Q4 2018 | 244 | 642,046 | 13F-HR | 2/11/2019 | 000117266119000372 | Clearstead Advisors, LLC |
| Q3 2018 | 228 | 729,234 | 13F-HR | 11/13/2018 | 000117266118001990 | Clearstead Advisors, LLC |
| Q2 2018 | 220 | 701,144 | 13F-HR | 8/7/2018 | 000117266118001470 | Hartland & Co., LLC |
| Q1 2018 | 221 | 690,069 | 13F-HR | 5/14/2018 | 000117266118001075 | Hartland & Co., LLC |
| Q4 2017 | 223 | 737,723 | 13F-HR | 2/9/2018 | 000117266118000331 | Hartland & Co., LLC |
| Q3 2017 | 249 | 767,886 | 13F-HR | 11/9/2017 | 000117266117001914 | Hartland & Co., LLC |
| Q2 2017 | 234 | 684,605 | 13F-HR | 8/3/2017 | 000117266117001470 | Hartland & Co., LLC |
| Q1 2017 | 219 | 688,191 | 13F-HR | 5/12/2017 | 000117266117001014 | Hartland & Co., LLC |
| Q4 2016 | 206 | 618,014 | 13F-HR | 2/10/2017 | 000117266117000344 | Hartland & Co., LLC |