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ISHARES TR CORE S&P MCP ETF
(464287507)

Funds Reporting Holdings of ISHARES TR CORE S&P MCP ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 62,970 $12,233,000k Jun 30, 2019 Jul 23, 2019
GS Investments Inc 5,226 $1,015,235k Jun 30, 2019 Aug 9, 2019
Financial Engines Advisors LLC 4,169,794 $810,024k Jun 30, 2019 Aug 9, 2019
Millburn Ridgefield Corporation 2,152,011 $418,050k Jun 30, 2019 Jul 18, 2019
Valmark Advisers Inc 1,764,788 $342,828k Jun 30, 2019 Aug 7, 2019
Cornell Pochily Investment Advisors Inc 1,098 $213,000k Jun 30, 2019 Jul 22, 2019
Alesco Advisors LLC 1,033,037 $200,678k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 456,234 $88,628k Jun 30, 2019 Jul 11, 2019
LVZ Advisors 422,166 $82,010k Jun 30, 2019 Jul 19, 2019
Legacy Wealth Management Inc 337,442 $65,552k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management LLC 337,442 $65,552k Jun 30, 2019 Jul 17, 2019
Sigma Investment Counselors Inc 318,083 $61,791k Jun 30, 2019 Jul 23, 2019
Cambridge Investment Research Advisors Inc 303,602 $58,978k Jun 30, 2019 Aug 15, 2019
Lenox Wealth Advisors LLC 295,481 $57,400k Jun 30, 2019 Jul 12, 2019
Global Atlantic Investment Advisors LLC 366,031 $56,629k Sep 30, 2016 Nov 14, 2016
Phillips Financial Management LLC 262,327 $51,102k Jun 30, 2019 Aug 6, 2019
FFT Wealth Management LLC 257,110 $49,946k Jun 30, 2019 Aug 14, 2019
Sigfig Wealth Management LLC 249,345 $48,438k Jun 30, 2019 Aug 5, 2019
Badgley Phelps and Bell Inc 229,435 $44,570k Jun 30, 2019 Jul 30, 2019
Modera Wealth Management LLC 227,365 $44,168k Jun 30, 2019 Aug 7, 2019
Bronfman EL Rothschild LP 221,673 $43,062k Jun 30, 2019 Aug 12, 2019
ALPS Advisors Inc 218,620 $42,469k Jun 30, 2019 Aug 7, 2019
Kynikos Associates LP 218,520 $42,450k Jun 30, 2019 Aug 14, 2019
Evermay Wealth Management LLC 198,645 $38,589k Jun 30, 2019 Jul 23, 2019
Connecticut Wealth Management LLC 189,520 $36,816k Jun 30, 2019 Jul 29, 2019
Altium Wealth Management LLC 184,122 $35,768k Jun 30, 2019 Jul 18, 2019
Affiance Financial LLC 162,794 $31,624k Jun 30, 2019 Jul 11, 2019
Cahaba Wealth Management Inc 161,212 $31,317k Jun 30, 2019 Jul 31, 2019
Pacer Advisors Inc 149,505 $29,043k Jun 30, 2019 Aug 12, 2019
Leonard Rickey Investment Advisors PLLC 144,832 $28,135k Jun 30, 2019 Jul 10, 2019
Good Life Advisors LLC 144,776 $28,119k Jun 30, 2019 Aug 6, 2019
DT Investment Partners LLC 144,610 $28,092k Jun 30, 2019 Jul 30, 2019
Twele Capital Management Inc 129,394 $25,136k Jun 30, 2019 Jul 18, 2019
LGL Partners LLC 125,426 $24,365k Jun 30, 2019 Aug 14, 2019
The Relaxing Retirement Coach Inc 124,333 $24,157k Jun 30, 2019 Aug 5, 2019
Nottingham Advisors Inc 123,747 $24,029k Jun 30, 2019 Jul 17, 2019
Wellesley Investment Partners LLC 114,649 $22,271k Jun 30, 2019 Aug 5, 2019
Summit Financial Strategies Inc 104,839 $20,366k Jun 30, 2019 Aug 8, 2019
Vision Capital Management Corporation 103,078 $20,024k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 103,078 $20,024k Jun 30, 2019 Jul 29, 2019
QS Investors LLC 100,586 $19,540k Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 98,211 $19,079k Jun 30, 2019 Aug 9, 2019
Chesley TAFT & Associates LLC 88,695 $17,230k Jun 30, 2019 Jul 10, 2019
Klingman and Associates LLC 86,834 $16,868k Jun 30, 2019 Jul 24, 2019
HIGH Falls Advisors Inc 85,306 $16,571k Jun 30, 2019 Aug 15, 2019
Gentrust LLC 85,411 $16,536k Jun 30, 2019 Aug 2, 2019
Traynor Capital Management Inc 83,862 $16,337k Jun 30, 2019 Jul 26, 2019
Armbruster Capital Management Inc 78,446 $15,239k Jun 30, 2019 Jul 18, 2019
Fulcrum Capital LLC 77,919 $15,137k Jun 30, 2019 Jul 29, 2019
Vestor Capital LLC 72,133 $14,012k Jun 30, 2019 Aug 6, 2019
Stokes & Hubbell Capital Management LLC 72,105 $13,657k Mar 31, 2019 Apr 24, 2019
Strategic Financial Group LLC 67,556 $13,123k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 67,556 $13,123k Jun 30, 2019 Jul 29, 2019
RKL Wealth Management LLC 65,441 $12,717k Jun 30, 2019 Aug 2, 2019
Cambridge Advisors Inc 60,970 $11,844k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 60,970 $11,844k Jun 30, 2019 Jul 26, 2019
Parker Investment Management LLC 60,510 $11,755k Jun 30, 2019 Aug 15, 2019
Avondale Wealth Management LLC 59,115 $11,484k Jun 30, 2019 Jul 26, 2019
BSW Wealth Partners LLC 58,677 $11,399k Jun 30, 2019 Aug 13, 2019
Annex Advisory Services LLC 51,807 $10,065k Jun 30, 2019 Jul 18, 2019
Asset Management Group Inc 50,299 $9,771k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 50,299 $9,771k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 50,299 $9,771k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 50,299 $9,771k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 50,299 $9,771k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 50,299 $9,771k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors LLC 48,735 $9,467k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 48,735 $9,467k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 48,735 $9,467k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 48,735 $9,467k Jun 30, 2019 Aug 7, 2019
Windsor Capital Management LLC 47,587 $9,244k Jun 30, 2019 Aug 2, 2019
BKD Wealth Advisors LLC 47,015 $9,133k Jun 30, 2019 Jul 10, 2019
Marietta Wealth Management LLC 44,366 $8,619k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 43,535 $8,457k Jun 30, 2019 Aug 2, 2019
Neumann Capital Management LLC 43,220 $8,396k Jun 30, 2019 Jul 25, 2019
RAUB Brock Capital Management LP 41,472 $8,056k Jun 30, 2019 Jul 23, 2019
Fifth Third Securities Inc 40,576 $7,882k Jun 30, 2019 Jul 30, 2019
Cobiz Wealth LLC 38,328 $7,446k Jun 30, 2019 Jul 8, 2019
Portland Global Advisors LLC 37,849 $7,353k Jun 30, 2019 Jul 26, 2019
Advisory Alpha LLC 37,722 $7,295k Jun 30, 2019 Aug 16, 2019
Dupont Capital Management Corp 35,208 $6,840k Jun 30, 2019 Jul 30, 2019
Copperwynd Financial LLC 35,137 $6,826k Jun 30, 2019 Aug 7, 2019
Merriman Wealth Management LLC 3,405 $6,632k Jun 30, 2019 Jul 31, 2019
Shoker Investment Counsel Inc 33,426 $6,493k Jun 30, 2019 Aug 9, 2019
Crescent Grove Advisors LLC 33,233 $6,456k Jun 30, 2019 Aug 6, 2019
Ramsay Stattman VELA & Price Inc 32,932 $6,397k Jun 30, 2019 Aug 9, 2019
Accredited Investors Inc 32,154 $6,246k Jun 30, 2019 Aug 13, 2019
WELA Strategies Inc 29,158 $5,664k Jun 30, 2019 Jul 18, 2019
Capital Wealth Management LLC 29,097 $5,653k Jun 30, 2019 Aug 12, 2019
GHP Investment Advisors Inc 28,814 $5,597k Jun 30, 2019 Aug 2, 2019
Middleton & Company Inc 27,591 $5,360k Jun 30, 2019 Jul 25, 2019
Hirtle Callaghan & Co LLC 27,491 $5,340k Jun 30, 2019 Aug 13, 2019
Burleson & Company LLC 27,608 $5,334k Jun 30, 2019 Aug 5, 2019
Mckinley Carter Wealth Services Inc 26,783 $5,203k Jun 30, 2019 Aug 2, 2019
Coyle Financial Counsel LLC 26,228 $5,095k Jun 30, 2019 Aug 13, 2019
JGP Wealth Management LLC 26,016 $5,054k Jun 30, 2019 Jul 15, 2019
Cottage Street Advisors LLC 25,544 $4,962k Jun 30, 2019 Aug 2, 2019
Cahill Financial Advisors Inc 24,885 $4,835k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 22,835 $4,436k Jun 30, 2019 Aug 8, 2019
Telos Capital Management Inc 22,245 $4,321k Jun 30, 2019 Jul 19, 2019
Bigelow Investment Advisors LLC 21,918 $4,258k Jun 30, 2019 Jul 17, 2019
Twin Focus Capital Partners LLC 21,693 $4,214k Jun 30, 2019 Aug 14, 2019
Cranbrook Wealth Management LLC 20,659 $4,013k Jun 30, 2019 Aug 7, 2019
Stratford Consulting LLC 19,868 $3,860k Jun 30, 2019 Aug 2, 2019
SPC Financial Inc 19,482 $3,785k Jun 30, 2019 Aug 1, 2019
Moneywise Inc 19,484 $3,785k Jun 30, 2019 Jul 17, 2019
Ironwood Wealth Management LLC 19,408 $3,770k Jun 30, 2019 Aug 14, 2019
Strategic Point Investment Advisors LLC 18,944 $3,680k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 18,810 $3,654k Jun 30, 2019 Aug 12, 2019
Jaffetilchin Investment Partners LLC 18,751 $3,643k Jun 30, 2019 Aug 13, 2019
SWS Partners LLC 18,649 $3,620k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 18,113 $3,519k Jun 30, 2019 Aug 12, 2019
FORD Financial Group Inc 18,008 $3,498k Jun 30, 2019 Jul 25, 2019
Stone House Investment Management LLC 17,960 $3,489k Jun 30, 2019 Jul 9, 2019
Canal Capital Management LLC 17,920 $3,481k Jun 30, 2019 Jul 31, 2019
Hallmark Capital Management Inc 17,705 $3,439k Jun 30, 2019 Aug 8, 2019
Rossmore Private Capital LLC 17,280 $3,357k Jun 30, 2019 Aug 5, 2019
GFS Advisors LLC 17,244 $3,350k Jun 30, 2019 Aug 1, 2019
Sonata Capital Group Inc 17,083 $3,319k Jun 30, 2019 Aug 5, 2019
Biltmore Family Office LLC 16,834 $3,270k Jun 30, 2019 Jul 31, 2019
SVA Plumb Wealth Management LLC 16,047 $3,117k Jun 30, 2019 Aug 13, 2019
New England Private Wealth Advisors LLC 15,446 $3,001k Jun 30, 2019 Aug 8, 2019
Perritt Capital Management Inc 15,309 $2,974k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 21,725 $2,971k Sep 30, 2014 Nov 17, 2014
Birch Hill Investment Advisors LLC 15,163 $2,946k Jun 30, 2019 Jul 22, 2019
Shepherd Financial Partners LLC 15,160 $2,945k Jun 30, 2019 Aug 5, 2019
Exchange Capital Management Inc 14,639 $2,844k Jun 30, 2019 Jul 22, 2019
Stelac Advisory Services LLC 14,525 $2,822k Jun 30, 2019 Jul 29, 2019
Family Management Corporation 14,386 $2,795k Jun 30, 2019 Aug 14, 2019
Kelman Lazarov Inc 14,179 $2,754k Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 14,047 $2,729k Jun 30, 2019 Jul 11, 2019
Front Barnett Associates LLC 13,991 $2,718k Jun 30, 2019 Aug 6, 2019
Financial Life Advisors LLC 13,474 $2,617k Jun 30, 2019 Jul 29, 2019
Wrapmanager Inc 13,214 $2,567k Jun 30, 2019 Jul 31, 2019
Madden Advisory Services Inc 12,879 $2,501k Jun 30, 2019 Jul 22, 2019
Athena Capital Advisors LLC 12,829 $2,492k Jun 30, 2019 Aug 9, 2019
Fernwood Investment Management LLC 12,737 $2,474k Jun 30, 2019 Aug 1, 2019
Vivaldi Capital Management LLC 12,543 $2,437k Jun 30, 2019 Aug 14, 2019
Payden & Rygel 12,330 $2,395k Jun 30, 2019 Aug 6, 2019
Bigsur Wealth Management LLC 12,200 $2,377k Jun 30, 2019 Jul 5, 2019
The Fiduciary Group LLC 11,910 $2,314k Jun 30, 2019 Aug 14, 2019
Steigerwald Gordon & KOCH Inc 11,737 $2,280k Jun 30, 2019 Jul 15, 2019
Highland Private Wealth Management 11,665 $2,266k Jun 30, 2019 Aug 13, 2019
Bridgecreek Investment Management LLC 11,655 $2,264k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 11,451 $2,224k Jun 30, 2019 Jul 30, 2019
The London Company of Virginia LLC 11,316 $2,198k Jun 30, 2019 Aug 14, 2019
DOCK Street Asset Management Inc 11,076 $2,152k Jun 30, 2019 Jul 31, 2019
Cavalier Investments LLC 10,898 $2,117k Jun 30, 2019 Jul 31, 2019
SAND Hill Global Advisors LLC 10,629 $2,065k Jun 30, 2019 Aug 13, 2019
The Financial Consulate Inc 10,559 $2,051k Jun 30, 2019 Jul 24, 2019
The Central Trust Bank 9,768 $1,898k Jun 30, 2019 Jul 16, 2019
F3Logic LLC 9,719 $1,884k Jun 30, 2019 Aug 2, 2019
Financial Advisory Service Inc 9,598 $1,865k Jun 30, 2019 Jul 25, 2019
EP Wealth Advisors LLC 9,568 $1,859k Jun 30, 2019 Aug 27, 2019
Minichmacgregor Wealth Management LLC 9,524 $1,855k Jun 30, 2019 Aug 5, 2019
The Family FIRM Inc 9,448 $1,835k Jun 30, 2019 Aug 6, 2019
Condor Capital Management 9,416 $1,829k Jun 30, 2019 Aug 5, 2019
Emerald Investment Partners LLC 9,268 $1,800k Jun 30, 2019 Aug 12, 2019
Founders Financial Securities LLC 9,249 $1,797k Jun 30, 2019 Jul 22, 2019
Blue CHIP Wealth Management Inc 9,235 $1,794k Jun 30, 2019 Aug 13, 2019
Gilbert & COOK Inc 9,231 $1,793k Jun 30, 2019 Aug 5, 2019
Murphy Middleton Hinkle & Parker Inc 9,173 $1,782k Jun 30, 2019 Jul 15, 2019
Vista Investment Management LLC 8,875 $1,724k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 8,602 $1,671k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 8,602 $1,671k Jun 30, 2019 Jul 23, 2019
Brown Advisory Securities LLC 8,464 $1,644k Jun 30, 2019 Aug 12, 2019
Cypress Wealth Services LLC 8,423 $1,636k Jun 30, 2019 Jul 24, 2019
Cadinha & Co LLC 8,001 $1,554k Jun 30, 2019 Aug 9, 2019
KWMG LLC 7,773 $1,510k Jun 30, 2019 Jul 10, 2019
Staley Capital Advisers Inc 7,581 $1,473k Jun 30, 2019 Aug 9, 2019
Summit Financial LLC 7,490 $1,455k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 7,490 $1,455k Jun 30, 2019 Jul 3, 2019
LBMC Investment Advisors LLC 7,232 $1,405k Jun 30, 2019 Jul 18, 2019
The Retirement Planning Group Inc 7,162 $1,391k Jun 30, 2019 Jul 25, 2019
Wealth and Pension Services Group Inc 7,096 $1,378k Jun 30, 2019 Aug 15, 2019
Harbour Capital Advisors LLC 6,873 $1,335k Jun 30, 2019 Jul 10, 2019
Sequoia Wealth Management LLC 6,729 $1,303k Jun 30, 2019 Aug 6, 2019
Evanson Asset Management LLC 6,573 $1,277k Jun 30, 2019 Jul 11, 2019
AFT Forsyth and Company Inc 6,566 $1,275k Jun 30, 2019 Jul 29, 2019
DAY & Ennis LLC 6,404 $1,244k Jun 30, 2019 Aug 2, 2019
Clifford SWAN Investment Counsel LLC 6,312 $1,226k Jun 30, 2019 Aug 13, 2019
The Rikoon Group LLC 6,310 $1,226k Jun 30, 2019 Aug 6, 2019
Lakeview Capital Partners LLC 6,272 $1,218k Jun 30, 2019 Aug 5, 2019
Riverpoint Wealth Management Holdings LLC 6,214 $1,207k Jun 30, 2019 Aug 12, 2019
Duncker Streett & Co LLC 6,138 $1,192k Jun 30, 2019 Jul 24, 2019
Lifeplan Financial Group Inc 5,992 $1,164k Jun 30, 2019 Jul 15, 2019
Boston Research and Management Inc 5,760 $1,118k Jun 30, 2019 Aug 7, 2019
Cypress Capital Management LLC 5,740 $1,115k Jun 30, 2019 Aug 5, 2019
Stanley-Laman Group Ltd 5,724 $1,112k Jun 30, 2019 Aug 1, 2019
Pinnacle Family Advisors LLC 5,398 $1,049k Jun 30, 2019 Aug 14, 2019
BFSG LLC 5,352 $1,040k Jun 30, 2019 Jul 30, 2019
Venturi Wealth Management LLC 5,296 $1,029k Jun 30, 2019 Aug 7, 2019
Ancora Family Wealth Advisors LLC 6,617 $1,024k Sep 30, 2016 Nov 4, 2016
Plancorp LLC 5,249 $1,020k Jun 30, 2019 Aug 13, 2019
Crow Point Partners LLC 5,258 $1,020k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 5,076 $995k Jun 30, 2019 Aug 7, 2019
Leicht Financial Planning and Wealth Management Inc 5,066 $984k Jun 30, 2019 Aug 2, 2019
Peterson Wealth Advisors LLC 4,652 $904k Jun 30, 2019 Jul 15, 2019
Intersect Capital LLC 4,526 $879k Jun 30, 2019 Aug 9, 2019
Secrest Blakey & Associates LLC 4,507 $876k Jun 30, 2019 Aug 13, 2019
Abbrea Capital LLC 4,239 $823k Jun 30, 2019 Jul 31, 2019
Marco Investment Management LLC 4,129 $802k Jun 30, 2019 Aug 6, 2019
STA Wealth Management LLC 4,117 $800k Jun 30, 2019 Aug 14, 2019
CPWM LLC 4,023 $781k Jun 30, 2019 Aug 2, 2019
Paulson Wealth Management Inc 3,907 $763k Jun 30, 2019 Jul 30, 2019
Stony Point Wealth Management Inc 3,882 $751k Jun 30, 2019 Jul 23, 2019
Brookmont Capital Management LLC 3,782 $735k Jun 30, 2019 Jul 18, 2019
RDL Financial Inc 3,691 $717k Jun 30, 2019 Jul 17, 2019
Mitchell Capital Management Co 3,578 $695k Jun 30, 2019 Jul 24, 2019
CIM LLC 3,570 $694k Jun 30, 2019 Jul 22, 2019
Wooster Corthell Wealth Management Inc 3,401 $661k Jun 30, 2019 Jul 31, 2019
Huntington Steele LLC 3,455 $648k Mar 31, 2018 Apr 18, 2018
Mountain Capital Investment Advisors Inc 3,358 $636k Jun 30, 2019 Aug 14, 2019
Tufton Capital Management LLC 3,262 $633k Jun 30, 2019 Jul 26, 2019
Ballew Advisors Inc 3,247 $632k Jun 30, 2019 Jul 17, 2019
Nikulski Financial Inc 3,248 $628k Jun 30, 2019 Jul 22, 2019
Cambiar Investors LLC 3,204 $622k Jun 30, 2019 Jul 25, 2019
Tiemann Investment Advisors LLC 3,191 $620k Jun 30, 2019 Aug 13, 2019
Oak Asset Management LLC 3,195 $618k Jun 30, 2019 Jul 25, 2019
FORT PITT Capital Group LLC 3,103 $603k Jun 30, 2019 Aug 9, 2019
First Wilshire Securities Management Inc 3,100 $602k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 3,101 $602k Jun 30, 2019 Aug 14, 2019
The Genwealth Group Inc 3,061 $594k Jun 30, 2019 Jul 10, 2019
Ballast Inc 2,925 $568k Jun 30, 2019 Jul 26, 2019
Bridgeworth LLC 2,895 $562k Jun 30, 2019 Jul 25, 2019
Goldstein Munger + Associates 2,864 $556k Jun 30, 2019 Aug 2, 2019
Triangle Securities Wealth Management 2,827 $549k Jun 30, 2019 Jul 10, 2019
Joel Isaacson & Co LLC 2,775 $539k Jun 30, 2019 Jul 11, 2019
Aspiriant LLC 2,729 $530k Jun 30, 2019 Aug 6, 2019
Armor Advisors LLC 2,673 $519k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 2,673 $519k Jun 30, 2019 Aug 13, 2019
Hollow Brook Wealth Management LLC 2,668 $518k Jun 30, 2019 Aug 13, 2019
Tortoise Investment Management LLC 2,620 $509k Jun 30, 2019 Aug 7, 2019
Signature Financial Management Inc 3,026 $502k Dec 31, 2018 Feb 13, 2019
Brightworth LLC 2,577 $501k Jun 30, 2019 Jul 31, 2019
American Financial Network Advisory Services LLC 2,605 $500k Jun 30, 2019 Aug 9, 2019
Three Peaks Capital Management LLC 2,544 $494k Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 2,504 $487k Jun 30, 2019 Aug 7, 2019
Wiley Bros-Aintree Capital LLC 2,418 $470k Jun 30, 2019 Jul 10, 2019
Mcrae Capital Management Inc 2,407 $468k Jun 30, 2019 Jul 29, 2019
Altavista Wealth Management Inc 2,337 $454k Jun 30, 2019 Aug 13, 2019
Conservest Capital Advisors Inc 2,309 $449k Jun 30, 2019 Jul 10, 2019
Lejeune Puetz Investment Counsel 2,230 $433k Jun 30, 2019 Jul 29, 2019
Lexaurum Advisors LLC 2,204 $428k Jun 30, 2019 Jul 19, 2019
Arlington Partners LLC 2,140 $416k Jun 30, 2019 Jul 10, 2019
Whitnell & Co 2,129 $414k Jun 30, 2019 Jul 16, 2019
JMG Financial Group Ltd 2,120 $412k Jun 30, 2019 Aug 2, 2019
Breiter Capital Management Inc 2,104 $409k Jun 30, 2019 Aug 23, 2019
Terril Brothers Inc 2,052 $399k Jun 30, 2019 Aug 5, 2019
Capwealth Advisors LLC 2,048 $398k Jun 30, 2019 Aug 13, 2019
Dimension Capital Management LLC 2,010 $390k Jun 30, 2019 Aug 12, 2019
Barrett Asset Management LLC 2,000 $389k Jun 30, 2019 Aug 5, 2019
Sunbelt Securities Inc 1,901 $369k Jun 30, 2019 Aug 1, 2019
Lourd Capital LLC 1,898 $369k Jun 30, 2019 Jul 11, 2019
Peak Asset Management LLC 1,892 $368k Jun 30, 2019 Aug 15, 2019
Mirador Capital Partners LP 1,890 $367k Jun 30, 2019 Aug 6, 2019
Newport Wealth Strategies Inc 1,885 $365k Jun 30, 2019 Jul 22, 2019
Wealth Enhancement Advisory Services LLC 1,834 $362k Jun 30, 2019 Aug 2, 2019
Summit Asset Management LLC 1,863 $362k Jun 30, 2019 Aug 7, 2019
SFMG LLC 1,764 $350k Jun 30, 2019 Aug 5, 2019
Gainplan LLC 1,756 $341k Jun 30, 2019 Aug 7, 2019
Confluence Wealth Management LLC 1,724 $335k Jun 30, 2019 Aug 9, 2019
Meridian Investment Counsel Inc 1,680 $326k Jun 30, 2019 Aug 13, 2019
Waters Parkerson & Co LLC 1,673 $325k Jun 30, 2019 Aug 6, 2019
Northstar Wealth Partners LLC 1,636 $318k Jun 30, 2019 Aug 15, 2019
Jordan Park Group LLC 1,630 $317k Jun 30, 2019 Jul 22, 2019
ALL Terrain Financial Advisors LLC 1,612 $313k Jun 30, 2019 Aug 14, 2019
Family Legacy Inc 1,599 $311k Jun 30, 2019 Jul 25, 2019
Altfest L J & Co Inc 1,565 $304k Jun 30, 2019 Jul 15, 2019
ELM Advisors LLC 1,519 $295k Jun 30, 2019 Jul 3, 2019
Planning Directions Inc 1,470 $285k Jun 30, 2019 Jul 15, 2019
Intercontinental Wealth Advisors LLC 1,450 $282k Jun 30, 2019 Aug 2, 2019
Segment Wealth Management LLC 1,435 $279k Jun 30, 2019 Jul 29, 2019
Gradient Capital Advisors LLC 1,437 $279k Jun 30, 2019 Jul 16, 2019
Andesa Financial Management Inc 1,428 $278k Jun 30, 2019 Jul 30, 2019
LLBH Private Wealth Management LLC 1,385 $269k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 1,365 $265k Jun 30, 2019 Aug 13, 2019
Janney Capital Management LLC 1,358 $264k Jun 30, 2019 Jul 29, 2019
Beacon Investment Advisory Services Inc 1,327 $258k Jun 30, 2019 Aug 7, 2019
Private Wealth Partners LLC 1,323 $257k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 1,323 $257k Jun 30, 2019 Aug 6, 2019
REDW Stanley Financial Advisors LLC 1,292 $251k Jun 30, 2019 Aug 9, 2019
Ridgewood Investments LLC 1,292 $251k Jun 30, 2019 Jul 12, 2019
Newfocus Financial Group LLC 1,285 $250k Jun 30, 2019 Jul 23, 2019
Huber Financial Advisors LLC 1,210 $235k Jun 30, 2019 Aug 5, 2019
The Jentner Corporation 1,180 $229k Jun 30, 2019 Jul 16, 2019
Buckhead Capital Management LLC 1,180 $229k Jun 30, 2019 Aug 1, 2019
Barber Financial Group 1,175 $228k Jun 30, 2019 Aug 9, 2019
BRAY Capital Advisors LLC 1,168 $227k Jun 30, 2019 Jul 29, 2019
Vishria BIRD Financial Group LLC 1,145 $222k Jun 30, 2019 Jul 15, 2019
JRM Investment Counsel LLC 1,141 $222k Jun 30, 2019 Aug 6, 2019
New Potomac Partners LLC 1,143 $222k Jun 30, 2019 Jul 26, 2019
Cornerstone Advisory LLC 1,125 $219k Jun 30, 2019 Aug 8, 2019
Good Harbor Financial LLC 1,583 $216k Sep 30, 2015 Nov 13, 2015
Harborview Advisors LLC 1,093 $212k Jun 30, 2019 Aug 7, 2019
Interocean Capital LLC 1,090 $212k Jun 30, 2019 Aug 13, 2019
Carlson Capital Management LLC 1,079 $210k Jun 30, 2019 Jul 15, 2019
Willow Creek Wealth Management Inc 1,068 $208k Jun 30, 2019 Jul 22, 2019
North American Management Corp 1,070 $208k Jun 30, 2019 Jul 30, 2019
Hall Capital Management Company Inc 1,063 $206k Jun 30, 2019 Aug 14, 2019
Dividend Assets Capital LLC 752 $146k Jun 30, 2019 Jul 12, 2019
The RICE Partnership LLC 480 $93k Jun 30, 2019 Jul 25, 2019
Kayne Anderson Rudnick Investment Management LLC 449 $87k Jun 30, 2019 Aug 14, 2019
Financial Advantage Inc 444 $86k Jun 30, 2019 Jul 23, 2019
Wealthstreet Investment Advisors LLC 345 $67k Jun 30, 2019 Jul 16, 2019
Stearns Financial Services Group Inc 237 $46k Jun 30, 2019 Aug 14, 2019
Wakefield Asset Management LLLP 234 $45k Jun 30, 2019 Aug 13, 2019
Stewardship Financial Advisors LLC 222 $43k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 222 $43k Jun 30, 2019 Aug 12, 2019
Transamerica Financial Advisors Inc 214 $42k Jun 30, 2019 Aug 21, 2019
West Oak Capital LLC 200 $39k Jun 30, 2019 Jul 12, 2019
Peninsula Asset Management Inc 200 $39k Jun 30, 2019 Aug 15, 2019
Capital Investment Counsel Inc 186 $36k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 186 $36k Jun 30, 2019 Jul 26, 2019
Litman Gregory Asset Management LLC 104 $20k Jun 30, 2019 Jul 31, 2019
First Manhattan Co 79 $15k Jun 30, 2019 Aug 16, 2019
Larson Financial Group LLC 72 $14k Jun 30, 2019 Jul 16, 2019
Colonial Trust Advisors Inc 17 $3k Jun 30, 2019 Aug 21, 2019

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