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ISHARES
(464287234)

Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 56,306 $2,416,000k Jun 30, 2019 Jul 23, 2019
Bridgewater Associates LP 25,706,638 $1,103,072k Jun 30, 2019 Aug 13, 2019
GS Investments Inc 5,000 $214,550k Jun 30, 2019 Aug 9, 2019
Castle HOOK Partners LP 3,500,000 $150,185k Call Jun 30, 2019 Aug 14, 2019
Valiant Capital Management LP 3,500,000 $150,185k Put Jun 30, 2019 Aug 9, 2019
3Edge Asset Management LP 2,637,500 $113,175k Call Jun 30, 2019 Aug 7, 2019
Hirtle Callaghan & Co LLC 2,547,011 $109,292k Jun 30, 2019 Aug 13, 2019
Dupont Capital Management Corp 2,007,932 $86,160k Jun 30, 2019 Jul 30, 2019
Gramercy Funds Management LLC 1,850,000 $79,384k Put Jun 30, 2019 Aug 14, 2019
Cabana LLC 1,575,591 $62,693k Jun 30, 2019 Aug 9, 2019
Holowesko Partners Ltd 1,320,000 $56,641k Put Jun 30, 2019 Aug 12, 2019
GLEN Point Capital LLP 960,000 $41,194k Jun 30, 2019 Aug 14, 2019
Prince Street Capital Management LLC 800,000 $34,328k Call Jun 30, 2019 Aug 14, 2019
Highbridge Capital Management LLC 700,000 $30,037k Put Jun 30, 2019 Aug 14, 2019
Daiwa SB Investments USA Ltd 695,830 $29,865k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 695,830 $29,865k Mar 31, 2019 Apr 18, 2019
Serengeti Asset Management LP 650,000 $27,898k Put Mar 31, 2019 Aug 7, 2019
SWAN Global Investments LLC 592,113 $25,443k Jun 30, 2019 Aug 12, 2019
Perella Weinberg Partners Capital Management LP 576,121 $24,721k Jun 30, 2019 Jul 22, 2019
Darrell & King LLC 551,467 $23,663k Jun 30, 2019 Aug 15, 2019
Stadion Money Management LLC 517,069 $22,187k Jun 30, 2019 Aug 14, 2019
Davidson Kempner Capital Management LP 500,000 $21,455k Call Jun 30, 2019 Aug 14, 2019
Granite Point Capital Management LP 500,000 $21,455k Call Jun 30, 2019 Jul 29, 2019
Cambridge Investment Research Advisors Inc 458,411 $19,670k Jun 30, 2019 Aug 15, 2019
Stephens Group Asset Management LLC 417,911 $17,933k Jun 30, 2019 Jul 15, 2019
Scopus Asset Management LP 400,000 $17,164k Call Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 389,996 $16,735k Jun 30, 2019 Aug 9, 2019
LBMC Investment Advisors LLC 377,193 $16,185k Jun 30, 2019 Jul 18, 2019
Marketfield Asset Management LLC 376,625 $16,161k Jun 30, 2019 Aug 6, 2019
Biegel & Waller LLC 359,236 $15,415k Jun 30, 2019 Jul 23, 2019
STA Wealth Management LLC 310,017 $13,303k Jun 30, 2019 Aug 14, 2019
Polaris Greystone Financial Group LLC 281,515 $12,223k Jun 30, 2019 Jul 25, 2019
Portland Global Advisors LLC 282,458 $12,120k Jun 30, 2019 Jul 26, 2019
Front Barnett Associates LLC 273,087 $11,718k Jun 30, 2019 Aug 6, 2019
Pictet North America Advisors SA 261,176 $11,201k Jun 30, 2019 Aug 7, 2019
Jasper Ridge Partners LP 254,150 $10,906k Jun 30, 2019 Aug 9, 2019
JD Capital Management LLC 250,000 $10,728k Call Jun 30, 2019 Aug 9, 2019
Caxton Associates LP 250,000 $10,728k Call Jun 30, 2019 Aug 14, 2019
Verger Capital Management LLC 248,852 $10,678k Jun 30, 2019 Jul 19, 2019
Twele Capital Management Inc 235,027 $10,085k Jun 30, 2019 Jul 18, 2019
CPWM LLC 225,524 $9,677k Jun 30, 2019 Aug 2, 2019
Graham Capital Management LP 220,000 $9,440k Jun 30, 2019 Aug 14, 2019
Coyle Financial Counsel LLC 196,670 $8,439k Jun 30, 2019 Aug 13, 2019
ARGA Investment Management LP 194,788 $8,358k Jun 30, 2019 Jul 31, 2019
Dimension Capital Management LLC 191,284 $8,204k Jun 30, 2019 Aug 12, 2019
Pointstate Capital LP 164,400 $7,054k Call Jun 30, 2019 Aug 14, 2019
Confluence Wealth Management LLC 162,139 $6,957k Jun 30, 2019 Aug 9, 2019
United Asset Strategies Inc 159,055 $6,825k Jun 30, 2019 Jul 31, 2019
NTV Asset Management LLC 155,431 $6,670k Jun 30, 2019 Jul 29, 2019
Fieldpoint Private Securities LLC 151,717 $6,510k Jun 30, 2019 Aug 14, 2019
Estate Counselors LLC 148,600 $6,376k Jun 30, 2019 Aug 7, 2019
KARP Capital Management Corporation 138,275 $5,933k Jun 30, 2019 Aug 8, 2019
Hapanowicz & Associates Financial Services Inc 128,188 $5,489k Jun 30, 2019 Jul 29, 2019
1919 Investment Counsel LLC 131,608 $5,470k Sep 30, 2014 Nov 14, 2014
Emery & Howard Portfolio Management 126,621 $5,433k Jun 30, 2019 Aug 9, 2019
FORT Point Capital Partners LLC 117,974 $5,062k Jun 30, 2019 Aug 9, 2019
Personal Resources Investment and Strategic Management Inc 117,148 $5,027k Jun 30, 2019 Aug 6, 2019
Goldstein Munger + Associates 116,027 $4,979k Jun 30, 2019 Aug 2, 2019
Northcoast Asset Management LLC 115,682 $4,964k Jun 30, 2019 Aug 14, 2019
ALL Terrain Financial Advisors LLC 112,301 $4,819k Jun 30, 2019 Aug 14, 2019
Stelac Advisory Services LLC 106,815 $4,583k Jun 30, 2019 Jul 29, 2019
BSW Wealth Partners LLC 103,421 $4,438k Jun 30, 2019 Aug 13, 2019
Bridgecreek Investment Management LLC 103,100 $4,424k Jun 30, 2019 Aug 14, 2019
Wexford Capital LP 100,520 $4,313k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 100,000 $4,291k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 97,344 $4,177k Jun 30, 2019 Jul 22, 2019
Slate PATH Capital LP 94,000 $4,034k Call Jun 30, 2019 Aug 14, 2019
Parkside Advisors LLC 93,418 $4,009k Jun 30, 2019 Jul 10, 2019
Paulson Wealth Management Inc 90,927 $3,903k Jun 30, 2019 Jul 30, 2019
Private Asset Management Inc 90,219 $3,871k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 90,219 $3,871k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 90,219 $3,871k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 90,219 $3,871k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 90,219 $3,871k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 90,219 $3,871k Jun 30, 2019 Aug 14, 2019
Addenda Capital Inc 89,500 $3,841k Jun 30, 2019 Jul 12, 2019
Allen Investment Management LLC 86,731 $3,722k Jun 30, 2019 Aug 12, 2019
Carleon Capital Partners LLC 84,700 $3,635k Put Jun 30, 2019 Aug 13, 2019
Strategic Investment Management LLC 84,250 $3,615k Jun 30, 2019 Aug 7, 2019
Strategic Financial Management LLC 84,250 $3,615k Jun 30, 2019 Aug 7, 2019
Investure LLC 84,250 $3,615k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 75,716 $3,249k Jun 30, 2019 Aug 14, 2019
Alexandria Capital LLC 75,669 $3,247k Jun 30, 2019 Aug 12, 2019
Tiemann Investment Advisors LLC 74,744 $3,207k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 74,116 $3,180k Jun 30, 2019 Jul 31, 2019
Vontobel Swiss Wealth Advisors AG 73,482 $3,153k Jun 30, 2019 Aug 12, 2019
Smith & Howard Wealth Management LLC 72,468 $3,110k Jun 30, 2019 Jul 23, 2019
WP Advisors LLC 67,056 $2,877k Jun 30, 2019 Jul 23, 2019
Midwest Professional Planners Ltd 66,911 $2,871k Jun 30, 2019 Aug 12, 2019
JMG Financial Group Ltd 66,863 $2,869k Jun 30, 2019 Aug 2, 2019
Waters Parkerson & Co LLC 66,694 $2,862k Jun 30, 2019 Aug 6, 2019
SFMG LLC 66,302 $2,831k Jun 30, 2019 Aug 5, 2019
Dearborn Capital Management LLC 64,488 $2,768k Sep 30, 2018 Nov 1, 2018
Shoker Investment Counsel Inc 62,779 $2,693k Jun 30, 2019 Aug 9, 2019
Birch Hill Investment Advisors LLC 62,429 $2,679k Jun 30, 2019 Jul 22, 2019
EFG Asset Management Americas Corp 61,238 $2,641k Jun 30, 2019 Jul 9, 2019
Kynikos Associates LP 61,517 $2,640k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 61,298 $2,630k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 61,298 $2,630k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 61,298 $2,630k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 61,298 $2,630k Jun 30, 2019 Aug 7, 2019
Crescent Grove Advisors LLC 58,720 $2,520k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 58,058 $2,491k Jun 30, 2019 Aug 12, 2019
Cranbrook Wealth Management LLC 57,136 $2,452k Jun 30, 2019 Aug 7, 2019
QVR LLC 53,600 $2,300k Put Jun 30, 2019 Aug 1, 2019
Ramsay Stattman VELA & Price Inc 50,914 $2,185k Jun 30, 2019 Aug 9, 2019
New England Private Wealth Advisors LLC 50,837 $2,181k Jun 30, 2019 Aug 8, 2019
Lombard Odier Transatlantic Limited 58,000 $2,172k Sep 30, 2016 Nov 14, 2016
BHK Investment Advisors LLC 50,382 $2,162k Jun 30, 2019 Aug 2, 2019
GHP Investment Advisors Inc 50,247 $2,156k Jun 30, 2019 Aug 2, 2019
Choate Investment Advisors LLC 50,216 $2,155k Jun 30, 2019 Aug 14, 2019
Huntington Steele LLC 44,210 $2,134k Mar 31, 2018 Apr 18, 2018
Calamos Wealth Management LLC 48,917 $2,099k Jun 30, 2019 Aug 7, 2019
Athena Capital Advisors LLC 47,583 $2,042k Jun 30, 2019 Aug 9, 2019
Intercontinental Wealth Advisors LLC 44,885 $1,926k Jun 30, 2019 Aug 2, 2019
Fagan Associates Inc 44,162 $1,895k Jun 30, 2019 Jul 12, 2019
Staley Capital Advisers Inc 43,856 $1,882k Jun 30, 2019 Aug 9, 2019
ST Johns Investment Management Company LLC 42,781 $1,836k Jun 30, 2019 Jul 24, 2019
Kayne Anderson Rudnick Investment Management LLC 42,820 $1,835k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 42,614 $1,829k Jun 30, 2019 Aug 13, 2019
Rothschild Capital Partners LLC 42,500 $1,824k Jun 30, 2019 Jul 17, 2019
Chesley TAFT & Associates LLC 42,085 $1,806k Jun 30, 2019 Jul 10, 2019
Colonial Trust Advisors Inc 41,251 $1,770k Jun 30, 2019 Aug 21, 2019
Crestwood Advisors Group LLC 40,001 $1,716k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 39,006 $1,674k Jun 30, 2019 Jul 31, 2019
Sowell Financial Services LLC 39,003 $1,674k Mar 31, 2019 May 15, 2019
Leonetti & Associates LLC 42,226 $1,649k Dec 31, 2018 Feb 19, 2019
Aureus Asset Management LLC 38,245 $1,641k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 37,885 $1,626k Jun 30, 2019 Jul 25, 2019
Hoylecohen LLC 37,662 $1,616k Jun 30, 2019 Aug 9, 2019
Fifth Third Securities Inc 36,257 $1,555k Jun 30, 2019 Jul 30, 2019
Wealthstreet Investment Advisors LLC 35,898 $1,540k Jun 30, 2019 Jul 16, 2019
10-15 Associates Inc 35,853 $1,538k Jun 30, 2019 Aug 12, 2019
Burleson & Company LLC 37,332 $1,529k Jun 30, 2019 Aug 5, 2019
Accredited Investors Inc 34,467 $1,479k Jun 30, 2019 Aug 13, 2019
Harbor Advisory Corporation 31,686 $1,360k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 31,686 $1,360k Jun 30, 2019 Jul 30, 2019
Independence Advisors LLC 31,643 $1,358k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 31,643 $1,358k Jun 30, 2019 Aug 12, 2019
Newfoundland Capital Management 31,200 $1,339k Put Jun 30, 2019 Aug 14, 2019
Argentiere Capital AG 30,900 $1,326k Jun 30, 2019 Aug 14, 2019
Intersect Capital LLC 30,628 $1,314k Jun 30, 2019 Aug 9, 2019
Barrett Asset Management LLC 30,100 $1,292k Jun 30, 2019 Aug 5, 2019
GFS Advisors LLC 29,334 $1,259k Jun 30, 2019 Aug 1, 2019
Clifford SWAN Investment Counsel LLC 28,351 $1,217k Jun 30, 2019 Aug 13, 2019
The Family FIRM Inc 28,333 $1,216k Jun 30, 2019 Aug 6, 2019
Valmark Advisers Inc 27,661 $1,187k Jun 30, 2019 Aug 7, 2019
Acropolis Investment Management LLC 27,376 $1,175k Jun 30, 2019 Jul 11, 2019
Northstar Wealth Partners LLC 27,232 $1,169k Jun 30, 2019 Aug 15, 2019
Gentrust LLC 26,931 $1,156k Jun 30, 2019 Aug 2, 2019
Perritt Capital Management Inc 26,721 $1,147k Jun 30, 2019 Aug 13, 2019
Sonata Capital Group Inc 26,607 $1,142k Jun 30, 2019 Aug 5, 2019
Sovarnum Capital LP 26,600 $1,141k Jun 30, 2019 Aug 14, 2019
Bigsur Wealth Management LLC 26,000 $1,129k Jun 30, 2019 Jul 5, 2019
Stordahl Capital Management Inc 26,215 $1,126k Jun 30, 2019 Jul 22, 2019
Canal Capital Management LLC 25,909 $1,112k Jun 30, 2019 Jul 31, 2019
Private Vista LLC 25,301 $1,086k Jun 30, 2019 Jul 19, 2019
WE ARE One Seven LLC 25,143 $1,078k Jun 30, 2019 Jul 16, 2019
Point72 Asset Management LP 25,000 $1,073k Call Jun 30, 2019 Aug 14, 2019
Fluent Financial LLC 24,694 $1,060k Jun 30, 2019 Jul 29, 2019
Monarch Capital Management Inc 24,674 $1,059k Jun 30, 2019 Jul 31, 2019
Edgestream Partners LP 24,426 $1,048k Jun 30, 2019 Aug 8, 2019
Keeley-Teton Advisors LLC 24,281 $1,042k Jun 30, 2019 Aug 12, 2019
BEL AIR Investment Advisors LLC 25,539 $1,041k Sep 30, 2013 Nov 12, 2013
Conservest Capital Advisors Inc 23,940 $1,027k Jun 30, 2019 Jul 10, 2019
WSFS Capital Management LLC 23,873 $1,024k Jun 30, 2019 Aug 14, 2019
Ballew Advisors Inc 23,563 $1,013k Jun 30, 2019 Jul 17, 2019
Harbour Capital Advisors LLC 23,595 $1,012k Jun 30, 2019 Jul 10, 2019
E & G Advisors LP 22,700 $974k Jun 30, 2019 Jul 12, 2019
Brightworth LLC 22,169 $951k Jun 30, 2019 Jul 31, 2019
ACG Wealth Inc 21,418 $919k Jun 30, 2019 Aug 6, 2019
Cliffwater LLC 21,181 $909k Jun 30, 2019 Aug 13, 2019
Manifold Partners LLC 20,100 $862k Jun 30, 2019 Aug 13, 2019
The O'Dell Group LLC 19,957 $856k Jun 30, 2019 Jul 24, 2019
Peak Asset Management LLC 19,885 $853k Jun 30, 2019 Aug 15, 2019
Fernwood Investment Management LLC 19,736 $847k Jun 30, 2019 Aug 1, 2019
BFSG LLC 19,460 $835k Jun 30, 2019 Jul 30, 2019
Fulcrum Capital LLC 19,470 $835k Jun 30, 2019 Jul 29, 2019
CAMG Solamere Management LLC 19,302 $828k Jun 30, 2019 Aug 13, 2019
Thomas White International Ltd 18,336 $787k Jun 30, 2019 Aug 13, 2019
Patton Albertson Miller Group LLC 19,431 $775k Jun 30, 2019 Aug 12, 2019
Litman Gregory Asset Management LLC 17,840 $766k Jun 30, 2019 Jul 31, 2019
Alphadyne Asset Management LP 17,826 $765k Jun 30, 2019 Aug 14, 2019
Riverpoint Wealth Management Holdings LLC 17,686 $759k Jun 30, 2019 Aug 12, 2019
Deroy & Devereaux Private Investment Counsel Inc 17,504 $751k Jun 30, 2019 Jul 22, 2019
Meristem Family Wealth LLC 17,178 $737k Jun 30, 2019 Aug 6, 2019
Baker Avenue Asset Management LP 16,888 $724k Jun 30, 2019 Aug 14, 2019
Mccutchen Group LLC 16,111 $691k Jun 30, 2019 Jul 25, 2019
Pagnatokarp Partners LLC 15,989 $686k Jun 30, 2019 Aug 8, 2019
Obermeyer WOOD Investment Counsel LLLP 15,945 $684k Jun 30, 2019 Aug 13, 2019
Twin Focus Capital Partners LLC 15,844 $680k Jun 30, 2019 Aug 14, 2019
Aldebaran Financial Inc 15,566 $668k Jun 30, 2019 Aug 14, 2019
Shepherd Kaplan Krochuk LLC 15,243 $654k Jun 30, 2019 Aug 12, 2019
EP Wealth Advisors LLC 14,959 $642k Jun 30, 2019 Aug 27, 2019
White Lighthouse Investment Management Inc 14,826 $636k Jun 30, 2019 Jul 31, 2019
Wells Trecaso Financial Group LLC 14,705 $631k Jun 30, 2019 Jul 22, 2019
Court Place Advisors LLC 14,446 $620k Jun 30, 2019 Jul 30, 2019
Vivaldi Capital Management LLC 14,419 $619k Jun 30, 2019 Aug 14, 2019
Kopernik Global Investors LLC 767,600 $591k Put Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 13,736 $589k Jun 30, 2019 Aug 2, 2019
Summit Financial LLC 13,500 $579k Jun 30, 2019 Jul 3, 2019
BB&T Securities LLC 13,500 $579k Call Jun 30, 2019 Aug 7, 2019
Summit Financial Group Inc 13,500 $579k Jun 30, 2019 Jul 3, 2019
Evanson Asset Management LLC 13,192 $566k Jun 30, 2019 Jul 11, 2019
American Investment Services Inc 13,102 $562k Jun 30, 2019 Aug 6, 2019
Bienville Capital Management LLC 12,835 $551k Jun 30, 2019 Aug 14, 2019
Mount Yale Investment Advisors LLC 13,851 $551k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 12,686 $544k Jun 30, 2019 Jul 23, 2019
Stratford Consulting LLC 12,559 $539k Jun 30, 2019 Aug 2, 2019
Berkeley Capital Partners LLC 12,471 $535k Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 12,332 $529k Jun 30, 2019 Jul 19, 2019
The WEIL Company 9,495 $516k Jun 30, 2019 Aug 12, 2019
SNOW Capital Management LP 11,930 $512k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 11,526 $495k Jun 30, 2019 Aug 13, 2019
S & Co Inc 11,467 $492k Jun 30, 2019 Jul 23, 2019
Signature Estate & Investment Advisors LLC 11,225 $482k Jun 30, 2019 Aug 1, 2019
Aries Wealth Management LLC 11,190 $480k Jun 30, 2019 Jul 15, 2019
Kiley Juergens Wealth Management LLC 11,151 $478k Jun 30, 2019 Jul 11, 2019
Charles Schwab Investment Advisory Inc 11,109 $477k Jun 30, 2019 Aug 12, 2019
ELM Advisors LLC 11,000 $472k Jun 30, 2019 Jul 3, 2019
Mcguire Investment Group LLC 10,969 $471k Jun 30, 2019 Jul 25, 2019
IRON Financial LLC 10,933 $469k Jun 30, 2019 Aug 2, 2019
LGL Partners LLC 10,874 $467k Jun 30, 2019 Aug 14, 2019
Turim 21 Investimentos LTDA 10,857 $466k Jun 30, 2019 Aug 13, 2019
Cobiz Wealth LLC 10,662 $458k Jun 30, 2019 Jul 8, 2019
Altium Wealth Management LLC 10,663 $458k Jun 30, 2019 Jul 18, 2019
van Hulzen Asset Management LLC 10,558 $453k Jun 30, 2019 Aug 8, 2019
COE Capital Management LLC 10,439 $448k Jun 30, 2019 Aug 14, 2019
Lehman Financial Resources Inc 10,414 $446k Sep 30, 2018 Nov 14, 2018
Wealth and Pension Services Group Inc 10,276 $441k Jun 30, 2019 Aug 15, 2019
Hellman Jordan Management Co Inc 10,000 $429k Jun 30, 2019 Aug 19, 2019
Jaffetilchin Investment Partners LLC 9,789 $420k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 9,738 $418k Jun 30, 2019 Aug 21, 2019
Gilbert & COOK Inc 9,522 $409k Jun 30, 2019 Aug 5, 2019
Eagle Global Advisors LLC 9,380 $402k Jun 30, 2019 Aug 13, 2019
Brickley Wealth Management 9,268 $398k Jun 30, 2019 Aug 9, 2019
Peak Capital Management LLC 9,889 $392k Jun 30, 2019 Aug 22, 2019
Cedar Wealth Management LLC 9,045 $388k Jun 30, 2019 Jul 24, 2019
Quadrant Capital Management LLC 8,940 $384k Jun 30, 2019 Aug 8, 2019
REDW Stanley Financial Advisors LLC 8,803 $378k Jun 30, 2019 Aug 9, 2019
Sensible Financial Planning and Management LLC 8,794 $377k Jun 30, 2019 Aug 7, 2019
Peninsula Asset Management Inc 8,750 $375k Jun 30, 2019 Aug 15, 2019
Barber Financial Group 8,667 $372k Jun 30, 2019 Aug 9, 2019
Managed Asset Portfolios LLC 8,540 $366k Jun 30, 2019 Aug 8, 2019
New Potomac Partners LLC 8,470 $363k Jun 30, 2019 Jul 26, 2019
The Roosevelt Investment Group Inc 8,315 $357k Jun 30, 2019 Aug 8, 2019
Alesco Advisors LLC 8,270 $355k Jun 30, 2019 Aug 14, 2019
Dimeo Schneider & Associates LLC 8,195 $352k Jun 30, 2019 Aug 13, 2019
Vestor Capital LLC 8,033 $345k Jun 30, 2019 Aug 6, 2019
Cornerstone Investment Partners LLC 8,010 $344k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 8,010 $344k Jun 30, 2019 Jul 19, 2019
PURE Financial Advisors Inc 7,998 $343k Jun 30, 2019 Jul 11, 2019
Aristotle Capital Management LLC 7,970 $342k Jun 30, 2019 Aug 14, 2019
Augustine Asset Management Inc 7,925 $340k Jun 30, 2019 Aug 5, 2019
Alpha Cubed Investments LLC 7,781 $334k Jun 30, 2019 Jul 19, 2019
Ridgewood Investments LLC 7,500 $322k Jun 30, 2019 Jul 12, 2019
Granite Group Advisors LLC 7,475 $321k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 7,475 $321k Jun 30, 2019 Jul 23, 2019
FORT PITT Capital Group LLC 7,427 $319k Jun 30, 2019 Aug 9, 2019
Taurus Asset Management LLC 7,300 $313k Jun 30, 2019 Aug 14, 2019
CIM LLC 7,239 $311k Jun 30, 2019 Jul 22, 2019
Murphy Middleton Hinkle & Parker Inc 7,122 $306k Jun 30, 2019 Jul 15, 2019
Connecticut Wealth Management LLC 7,136 $306k Jun 30, 2019 Jul 29, 2019
Nicholas Hoffman & Company LLC 7,100 $305k Jun 30, 2019 Aug 12, 2019
HITE Hedge Asset Management LLC 6,750 $290k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 6,715 $288k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 7,645 $286k Sep 30, 2016 Nov 4, 2016
Emerald Investment Partners LLC 6,604 $283k Jun 30, 2019 Aug 12, 2019
Acadian Asset Management LLC 6,604 $283k Jun 30, 2019 Aug 8, 2019
Wooster Corthell Wealth Management Inc 6,480 $278k Jun 30, 2019 Jul 31, 2019
Diversified Portfolios Inc 6,403 $275k Jun 30, 2019 Aug 13, 2019
Foundations Investment Advisors LLC 6,330 $274k Jun 30, 2019 Jul 8, 2019
Financial Life Advisors LLC 6,324 $271k Jun 30, 2019 Jul 29, 2019
Nottingham Advisors Inc 6,100 $262k Jun 30, 2019 Jul 17, 2019
Howland Capital Management LLC 6,076 $261k Jun 30, 2019 Jul 17, 2019
Northrock Partners LLC 5,972 $256k Jun 30, 2019 Aug 12, 2019
Sequoia Wealth Management LLC 5,666 $244k Jun 30, 2019 Aug 6, 2019
CWA Asset Management Group LLC 5,689 $244k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 5,669 $243k Jun 30, 2019 Aug 14, 2019
Spears Abacus Advisors LLC 5,670 $243k Jun 30, 2019 Aug 9, 2019
Strategic Financial Group LLC 5,564 $239k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 5,564 $239k Jun 30, 2019 Jul 29, 2019
Advisory Alpha LLC 5,440 $233k Jun 30, 2019 Aug 16, 2019
The Rikoon Group LLC 5,374 $231k Jun 30, 2019 Aug 6, 2019
American Financial Network Advisory Services LLC 5,277 $227k Jun 30, 2019 Aug 9, 2019
Abbot Financial Management Inc 5,300 $227k Jun 30, 2019 Aug 8, 2019
Joel Isaacson & Co LLC 5,263 $226k Jun 30, 2019 Jul 11, 2019
Traynor Capital Management Inc 5,224 $226k Jun 30, 2019 Jul 26, 2019
Round Table Services LLC 5,141 $221k Jun 30, 2019 Jul 17, 2019
Deltec Asset Management LLC 5,160 $221k Jun 30, 2019 Jul 29, 2019
Foster Dykema Cabot & Co Incorporated 5,144 $221k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 5,129 $220k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 5,129 $220k Jun 30, 2019 Aug 6, 2019
Cypress Wealth Services LLC 5,024 $216k Jun 30, 2019 Jul 24, 2019
Geller Advisors LLC 5,000 $215k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 5,000 $215k Jun 30, 2019 Jul 22, 2019
Kovitz Investment Group Partners LLC 4,985 $214k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 5,080 $211k Sep 30, 2014 Nov 17, 2014
Cahill Financial Advisors Inc 4,781 $206k Jun 30, 2019 Aug 14, 2019
Probity Advisors Inc 4,671 $200k Jun 30, 2019 Aug 8, 2019
Avondale Wealth Management LLC 2,875 $123k Jun 30, 2019 Jul 26, 2019
Clean Yield Group Inc 2,500 $107k Jun 30, 2019 Jul 22, 2019
Biltmore Family Office LLC 2,410 $103k Jun 30, 2019 Jul 31, 2019
First Manhattan Co 2,324 $99k Jun 30, 2019 Aug 16, 2019
Armor Investment Advisors LLC 2,150 $92k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 2,150 $92k Jun 30, 2019 Aug 13, 2019
Evensky & KATZ LLC 1,524 $65k Mar 31, 2019 Aug 6, 2019
Dividend Assets Capital LLC 1,466 $63k Jun 30, 2019 Jul 12, 2019
Financial Advantage Inc 1,329 $57k Jun 30, 2019 Jul 23, 2019
Lucia Wealth Services LLC 1,200 $51k Jun 30, 2019 Jul 23, 2019
Global Trust Asset Management LLC 1,100 $47k Jun 30, 2019 Jul 23, 2019
HMS Capital Management LLC 1,000 $43k Put Jun 30, 2019 Jul 12, 2019
Payden & Rygel 900 $39k Jun 30, 2019 Aug 6, 2019
Wealthplan Partners Inc 656 $26k Jun 30, 2019 Aug 19, 2019
Pacer Advisors Inc 600 $26k Jun 30, 2019 Aug 12, 2019
Spiderrock Advisors LLC 5,300 $20k Call Jun 30, 2019 Jul 29, 2019
Secrest Blakey & Associates LLC 449 $19k Jun 30, 2019 Aug 13, 2019
Horan Securities Inc 323 $14k Jun 30, 2019 Jul 24, 2019
Ironwood Wealth Management LLC 213 $9k Jun 30, 2019 Aug 14, 2019
Stewardship Advisors LLC 100 $4k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 100 $4k Jun 30, 2019 Aug 12, 2019
PEAR Tree Advisors Inc 100 $3k Jun 30, 2016 Aug 12, 2016
FFCM LLC 16 $1k Jun 30, 2019 Jul 30, 2019

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