ISHARES TR CORE S&P TTL STK
(464287150)
Funds Reporting Holdings of ISHARES TR CORE S&P TTL STK according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| DUFF & Phelps Investment Management Co | 978,630 | $65,206k | Jun 30, 2019 | Aug 2, 2019 | |
| Valmark Advisers Inc | 948,532 | $63,201k | Jun 30, 2019 | Aug 7, 2019 | |
| Jaffetilchin Investment Partners LLC | 872,444 | $58,131k | Jun 30, 2019 | Aug 13, 2019 | |
| Cambridge Investment Research Advisors Inc | 599,758 | $39,962k | Jun 30, 2019 | Aug 15, 2019 | |
| Patton Albertson Miller Group LLC | 447,425 | $29,615k | Jun 30, 2019 | Aug 12, 2019 | |
| Sigfig Wealth Management LLC | 357,764 | $23,837k | Jun 30, 2019 | Aug 5, 2019 | |
| Biegel & Waller LLC | 355,787 | $23,706k | Jun 30, 2019 | Jul 23, 2019 | |
| Strategic Point Investment Advisors LLC | 349,218 | $23,268k | Jun 30, 2019 | Aug 14, 2019 | |
| Litman Gregory Asset Management LLC | 320,090 | $21,328k | Jun 30, 2019 | Jul 31, 2019 | |
| The Roosevelt Investment Group Inc | 315,945 | $21,051k | Jun 30, 2019 | Aug 8, 2019 | |
| Stokes & Hubbell Capital Management LLC | 252,551 | $16,264k | Mar 31, 2019 | Apr 24, 2019 | |
| Fifth Third Securities Inc | 219,422 | $14,620k | Jun 30, 2019 | Jul 30, 2019 | |
| Family Management Corporation | 176,457 | $11,757k | Jun 30, 2019 | Aug 14, 2019 | |
| Columbus Macro LLC | 166,823 | $11,115k | Jun 30, 2019 | Jul 16, 2019 | |
| Crestwood Advisors Group LLC | 131,868 | $8,786k | Jun 30, 2019 | Aug 14, 2019 | |
| PURE Financial Advisors Inc | 125,796 | $8,382k | Jun 30, 2019 | Jul 11, 2019 | |
| Wealth Alliance Advisory Group LLC | 118,342 | $8,078k | Jun 30, 2019 | Jul 17, 2019 | |
| Evensky & KATZ LLC | 121,783 | $7,842k | Mar 31, 2019 | Aug 6, 2019 | |
| Pinnacle Family Advisors LLC | 108,774 | $7,248k | Jun 30, 2019 | Aug 14, 2019 | |
| DAY & Ennis LLC | 89,477 | $5,962k | Jun 30, 2019 | Aug 2, 2019 | |
| Stone House Investment Management LLC | 88,210 | $5,877k | Jun 30, 2019 | Jul 9, 2019 | |
| FORT PITT Capital Group LLC | 80,634 | $5,373k | Jun 30, 2019 | Aug 9, 2019 | |
| Adviceperiod LLC | 69,166 | $4,610k | Jun 30, 2019 | Jul 22, 2019 | |
| Keeley-Teton Advisors LLC | 66,000 | $4,398k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornell Pochily Investment Advisors Inc | 64,334 | $4,291k | Jun 30, 2019 | Jul 22, 2019 | |
| RFG Advisory LLC | 61,669 | $4,105k | Jun 30, 2019 | Aug 23, 2019 | |
| Paragon Wealth Strategies LLC | 52,490 | $3,497k | Jun 30, 2019 | Jul 17, 2019 | |
| Venturi Wealth Management LLC | 50,215 | $3,346k | Jun 30, 2019 | Aug 7, 2019 | |
| Summit Financial Wealth Advisors LLC | 47,813 | $3,186k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 47,813 | $3,186k | Jun 30, 2019 | Jul 16, 2019 | |
| NYL Investors LLC | 45,600 | $3,038k | Jun 30, 2019 | Aug 7, 2019 | |
| Ausdal Financial Partners Inc | 41,448 | $2,834k | Jun 30, 2019 | Aug 5, 2019 | |
| Allen Investment Management LLC | 39,340 | $2,621k | Jun 30, 2019 | Aug 12, 2019 | |
| Wealth and Pension Services Group Inc | 37,398 | $2,492k | Jun 30, 2019 | Aug 15, 2019 | |
| Cahaba Wealth Management Inc | 36,461 | $2,429k | Jun 30, 2019 | Jul 31, 2019 | |
| Altium Wealth Management LLC | 31,411 | $2,093k | Jun 30, 2019 | Jul 18, 2019 | |
| Epstein and White Financial LLC | 31,062 | $2,043k | Jun 30, 2019 | Jul 19, 2019 | |
| Financial Advisory Service Inc | 30,032 | $2,001k | Jun 30, 2019 | Jul 25, 2019 | |
| Carnick & Kubik Group LLC | 29,832 | $1,988k | Jun 30, 2019 | Jul 30, 2019 | |
| JGP Wealth Management LLC | 29,486 | $1,965k | Jun 30, 2019 | Jul 15, 2019 | |
| Accredited Investors Inc | 27,676 | $1,844k | Jun 30, 2019 | Aug 13, 2019 | |
| Stadion Money Management LLC | 26,990 | $1,798k | Jun 30, 2019 | Aug 14, 2019 | |
| Cypress Wealth Services LLC | 26,458 | $1,763k | Jun 30, 2019 | Jul 24, 2019 | |
| Huntington Steele LLC | 28,232 | $1,707k | Mar 31, 2018 | Apr 18, 2018 | |
| Alpha Cubed Investments LLC | 25,351 | $1,689k | Jun 30, 2019 | Jul 19, 2019 | |
| Windham Capital Management LLC | 24,799 | $1,652k | Jun 30, 2019 | Aug 14, 2019 | |
| The Financial Consulate Inc | 23,235 | $1,548k | Jun 30, 2019 | Jul 24, 2019 | |
| Cahill Financial Advisors Inc | 22,578 | $1,505k | Jun 30, 2019 | Aug 14, 2019 | |
| LVZ Advisors | 22,269 | $1,484k | Jun 30, 2019 | Jul 19, 2019 | |
| Davidson Investment Advisors Inc | 19,921 | $1,327k | Jun 30, 2019 | Aug 13, 2019 | |
| Wealth Enhancement Advisory Services LLC | 18,615 | $1,274k | Jun 30, 2019 | Aug 2, 2019 | |
| Crescent Grove Advisors LLC | 17,753 | $1,183k | Jun 30, 2019 | Aug 6, 2019 | |
| Advisory Alpha LLC | 17,410 | $1,174k | Jun 30, 2019 | Aug 16, 2019 | |
| Cfo4Life Group LLC | 17,600 | $1,173k | Jun 30, 2019 | Jul 29, 2019 | |
| Phillips Financial Management LLC | 15,652 | $1,051k | Jun 30, 2019 | Aug 6, 2019 | |
| Mountain Capital Investment Advisors Inc | 15,687 | $1,040k | Jun 30, 2019 | Aug 14, 2019 | |
| Good Life Advisors LLC | 14,704 | $979k | Jun 30, 2019 | Aug 6, 2019 | |
| KMS Financial Services Inc | 10,676 | $958k | Sep 30, 2014 | Nov 17, 2014 | |
| Omnistar Financial Group Inc | 14,248 | $949k | Jun 30, 2019 | Jul 30, 2019 | |
| HIGH Falls Advisors Inc | 14,224 | $948k | Jun 30, 2019 | Aug 15, 2019 | |
| Windsor Capital Management LLC | 12,066 | $803k | Jun 30, 2019 | Aug 2, 2019 | |
| First Manhattan Co | 11,493 | $765k | Jun 30, 2019 | Aug 16, 2019 | |
| Harwood Advisory Group LLC | 11,425 | $761k | Jun 30, 2019 | Aug 7, 2019 | |
| van Hulzen Asset Management LLC | 11,070 | $738k | Jun 30, 2019 | Aug 8, 2019 | |
| Arlington Partners LLC | 10,561 | $704k | Jun 30, 2019 | Jul 10, 2019 | |
| Clifford SWAN Investment Counsel LLC | 10,314 | $687k | Jun 30, 2019 | Aug 13, 2019 | |
| Provident Investment Management Inc | 9,987 | $665k | Jun 30, 2019 | Aug 8, 2019 | |
| ELM Advisors LLC | 9,844 | $656k | Jun 30, 2019 | Jul 3, 2019 | |
| ZWJ Investment Counsel Inc | 9,816 | $654k | Jun 30, 2019 | Jul 24, 2019 | |
| Peak Financial Management Inc | 9,167 | $611k | Jun 30, 2019 | Aug 1, 2019 | |
| O'Brien Wealth Partners LLC | 8,995 | $609k | Jun 30, 2019 | Jul 8, 2019 | |
| Cadinha & Co LLC | 8,836 | $589k | Jun 30, 2019 | Aug 9, 2019 | |
| Brightworth LLC | 8,403 | $560k | Jun 30, 2019 | Jul 31, 2019 | |
| Strategic Financial Group LLC | 8,263 | $551k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 8,263 | $551k | Jun 30, 2019 | Jul 29, 2019 | |
| Wealthplan Partners Inc | 8,167 | $542k | Jun 30, 2019 | Aug 19, 2019 | |
| HCR Wealth Advisors | 7,952 | $530k | Jun 30, 2019 | Jul 25, 2019 | |
| Quadrant Private Wealth Management LLC | 6,968 | $464k | Jun 30, 2019 | Aug 13, 2019 | |
| The Genwealth Group Inc | 6,671 | $448k | Jun 30, 2019 | Jul 10, 2019 | |
| Cypress Capital Management LLC | 6,300 | $420k | Jun 30, 2019 | Aug 5, 2019 | |
| Planning Directions Inc | 6,265 | $417k | Jun 30, 2019 | Jul 15, 2019 | |
| Nottingham Advisors Inc | 5,625 | $375k | Jun 30, 2019 | Jul 17, 2019 | |
| Vivaldi Capital Management LLC | 5,567 | $371k | Jun 30, 2019 | Aug 14, 2019 | |
| Joel Isaacson & Co LLC | 5,250 | $350k | Jun 30, 2019 | Jul 11, 2019 | |
| STA Wealth Management LLC | 5,130 | $342k | Jun 30, 2019 | Aug 14, 2019 | |
| Exchange Capital Management Inc | 5,068 | $338k | Jun 30, 2019 | Jul 22, 2019 | |
| Mount Yale Investment Advisors LLC | 4,978 | $326k | Jun 30, 2019 | Aug 13, 2019 | |
| Mengis Capital Management Inc | 4,801 | $319k | Jun 30, 2019 | Jul 18, 2019 | |
| Futureadvisor Inc | 3,621 | $317k | Sep 30, 2015 | Nov 17, 2015 | |
| Athena Capital Advisors LLC | 4,080 | $272k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial Group Inc | 3,820 | $255k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 3,820 | $255k | Jun 30, 2019 | Jul 3, 2019 | |
| New England Private Wealth Advisors LLC | 3,724 | $248k | Jun 30, 2019 | Aug 8, 2019 | |
| Peterson Wealth Advisors LLC | 3,674 | $245k | Jun 30, 2019 | Jul 15, 2019 | |
| Wespac Advisors Socal LLC | 3,375 | $224k | Jun 30, 2019 | Jul 30, 2019 | |
| West Branch Capital LLC | 3,325 | $222k | Jun 30, 2019 | Aug 5, 2019 | |
| Janney Capital Management LLC | 3,309 | $220k | Jun 30, 2019 | Jul 29, 2019 | |
| Fenimore Asset Management Inc | 3,242 | $216k | Jun 30, 2019 | Jul 16, 2019 | |
| Fagan Associates Inc | 3,155 | $210k | Jun 30, 2019 | Jul 12, 2019 | |
| Fairview Capital Investment Management LLC | 3,085 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
| EP Wealth Advisors LLC | 3,070 | $205k | Jun 30, 2019 | Aug 27, 2019 | |
| Barber Financial Group | 3,045 | $203k | Jun 30, 2019 | Aug 9, 2019 | |
| Intercontinental Wealth Advisors LLC | 2,655 | $177k | Jun 30, 2019 | Aug 2, 2019 | |
| Transamerica Financial Advisors Inc | 1,935 | $129k | Jun 30, 2019 | Aug 21, 2019 | |
| Cranbrook Wealth Management LLC | 1,691 | $113k | Jun 30, 2019 | Aug 7, 2019 | |
| Capital Investment Counsel Inc | 1,250 | $83k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 1,250 | $83k | Jun 30, 2019 | Jul 26, 2019 | |
| Secrest Blakey & Associates LLC | 979 | $65k | Jun 30, 2019 | Aug 13, 2019 | |
| Vestor Capital LLC | 693 | $46k | Jun 30, 2019 | Aug 6, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 660 | $44k | Jun 30, 2019 | Aug 14, 2019 | |
| Armor Investment Advisors LLC | 639 | $43k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 639 | $43k | Jun 30, 2019 | Aug 13, 2019 | |
| Stearns Financial Services Group Inc | 240 | $16k | Jun 30, 2019 | Aug 14, 2019 | |
| Stewardship Financial Advisors LLC | 67 | $4k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 67 | $4k | Jun 30, 2019 | Aug 12, 2019 |