ISHARES TR RUS 1000 VAL ETF
(464287598)
Funds Reporting Holdings of ISHARES TR RUS 1000 VAL ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Retirement Income Solutions Inc | 53,970 | $6,866,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Financial Engines Advisors LLC | 17,834,888 | $2,268,954k | Jun 30, 2019 | Aug 9, 2019 | |
| Jasper Ridge Partners LP | 1,660,169 | $211,207k | Jun 30, 2019 | Aug 9, 2019 | |
| Stephens Group Asset Management LLC | 767,484 | $97,639k | Jun 30, 2019 | Jul 15, 2019 | |
| Perella Weinberg Partners Capital Management LP | 721,213 | $90,744k | Jun 30, 2019 | Jul 22, 2019 | |
| Huntington Steele LLC | 392,248 | $47,054k | Mar 31, 2018 | Apr 18, 2018 | |
| Northrock Partners LLC | 358,887 | $45,822k | Jun 30, 2019 | Aug 12, 2019 | |
| Strategic Investment Management LLC | 302,676 | $38,506k | Jun 30, 2019 | Aug 7, 2019 | |
| Strategic Financial Management LLC | 302,676 | $38,506k | Jun 30, 2019 | Aug 7, 2019 | |
| Brandywine Global Investment Management LLC | 298,170 | $37,934k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Investment Research Advisors Inc | 252,752 | $32,155k | Jun 30, 2019 | Aug 15, 2019 | |
| Parkside Advisors LLC | 187,249 | $23,822k | Jun 30, 2019 | Jul 10, 2019 | |
| QS Investors LLC | 160,214 | $20,383k | Jun 30, 2019 | Aug 14, 2019 | |
| Hirtle Callaghan & Co LLC | 157,695 | $20,062k | Jun 30, 2019 | Aug 13, 2019 | |
| Cabana LLC | 149,984 | $18,574k | Jun 30, 2019 | Aug 9, 2019 | |
| Paulson Wealth Management Inc | 126,122 | $16,299k | Jun 30, 2019 | Jul 30, 2019 | |
| Equity Investment Corporation | 124,504 | $15,839k | Jun 30, 2019 | Aug 5, 2019 | |
| Cambiar Investors LLC | 121,326 | $15,435k | Jun 30, 2019 | Jul 25, 2019 | |
| Independence Advisors LLC | 120,278 | $15,302k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 120,278 | $15,302k | Jun 30, 2019 | Aug 12, 2019 | |
| Nottingham Advisors Inc | 117,096 | $14,928k | Jun 30, 2019 | Jul 17, 2019 | |
| Badgley Phelps and Bell Inc | 116,626 | $14,837k | Jun 30, 2019 | Jul 30, 2019 | |
| Quest Investment Management LLC | 107,240 | $13,643k | Jun 30, 2019 | Aug 13, 2019 | |
| GHP Investment Advisors Inc | 97,300 | $12,379k | Jun 30, 2019 | Aug 2, 2019 | |
| Segment Wealth Management LLC | 96,169 | $12,235k | Jun 30, 2019 | Jul 29, 2019 | |
| Aristotle Capital Management LLC | 91,517 | $11,643k | Jun 30, 2019 | Aug 14, 2019 | |
| Round Table Services LLC | 88,692 | $11,283k | Jun 30, 2019 | Jul 17, 2019 | |
| EP Wealth Advisors LLC | 82,879 | $10,544k | Jun 30, 2019 | Aug 27, 2019 | |
| Estate Counselors LLC | 80,880 | $10,290k | Jun 30, 2019 | Aug 7, 2019 | |
| Personal Resources Investment and Strategic Management Inc | 75,255 | $9,574k | Jun 30, 2019 | Aug 6, 2019 | |
| Bronfman EL Rothschild LP | 71,077 | $9,042k | Jun 30, 2019 | Aug 12, 2019 | |
| NWQ Investment Management Company LLC | 68,356 | $8,696k | Jun 30, 2019 | Aug 14, 2019 | |
| Goldstein Munger + Associates | 66,038 | $8,401k | Jun 30, 2019 | Aug 2, 2019 | |
| Insight 2811 Inc | 59,935 | $7,745k | Jun 30, 2019 | Jul 9, 2019 | |
| New YORK Life Investment Management LLC | 51,085 | $6,499k | Jun 30, 2019 | Aug 13, 2019 | |
| Private Asset Management Inc | 45,084 | $5,736k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 45,084 | $5,736k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 45,084 | $5,736k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 45,084 | $5,736k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 45,084 | $5,736k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 45,084 | $5,736k | Jun 30, 2019 | Aug 14, 2019 | |
| Merriman Wealth Management LLC | 4,262 | $5,465k | Jun 30, 2019 | Jul 31, 2019 | |
| Cahaba Wealth Management Inc | 41,817 | $5,320k | Jun 30, 2019 | Jul 31, 2019 | |
| Sonata Capital Group Inc | 41,022 | $5,219k | Jun 30, 2019 | Aug 5, 2019 | |
| The London Company of Virginia LLC | 39,944 | $5,082k | Jun 30, 2019 | Aug 14, 2019 | |
| Lifeplan Financial Group Inc | 39,399 | $5,012k | Jun 30, 2019 | Jul 15, 2019 | |
| Wealth and Pension Services Group Inc | 37,959 | $4,829k | Jun 30, 2019 | Aug 15, 2019 | |
| Harbour Capital Advisors LLC | 36,820 | $4,684k | Jun 30, 2019 | Jul 10, 2019 | |
| The Appleton Group LLC | 35,787 | $4,553k | Jun 30, 2019 | Aug 7, 2019 | |
| Accredited Investors Inc | 35,497 | $4,516k | Jun 30, 2019 | Aug 13, 2019 | |
| Drexel Morgan & Co | 34,891 | $4,439k | Jun 30, 2019 | Aug 8, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 33,103 | $4,220k | Jun 30, 2019 | Aug 14, 2019 | |
| Ballast Inc | 33,131 | $4,215k | Jun 30, 2019 | Jul 26, 2019 | |
| Private Vista LLC | 32,164 | $4,092k | Jun 30, 2019 | Jul 19, 2019 | |
| Fifth Third Securities Inc | 32,063 | $4,079k | Jun 30, 2019 | Jul 30, 2019 | |
| Bingham Osborn & Scarborough LLC | 31,279 | $3,979k | Jun 30, 2019 | Aug 2, 2019 | |
| Diversified Portfolios Inc | 31,118 | $3,959k | Jun 30, 2019 | Aug 13, 2019 | |
| Managed Account Services Inc | 29,275 | $3,781k | Jun 30, 2019 | Jul 15, 2019 | |
| CAMG Solamere Management LLC | 29,673 | $3,779k | Jun 30, 2019 | Aug 13, 2019 | |
| JMG Financial Group Ltd | 28,094 | $3,574k | Jun 30, 2019 | Aug 2, 2019 | |
| Lenox Wealth Advisors LLC | 27,426 | $3,489k | Jun 30, 2019 | Jul 12, 2019 | |
| KMS Financial Services Inc | 34,715 | $3,475k | Sep 30, 2014 | Nov 17, 2014 | |
| Acropolis Investment Management LLC | 23,864 | $3,036k | Jun 30, 2019 | Jul 11, 2019 | |
| Adviceperiod LLC | 23,655 | $3,009k | Jun 30, 2019 | Jul 22, 2019 | |
| Cornerstone Advisory LLC | 23,094 | $2,938k | Jun 30, 2019 | Aug 8, 2019 | |
| Biegel & Waller LLC | 21,963 | $2,794k | Jun 30, 2019 | Jul 23, 2019 | |
| HM Capital Management LLC | 21,769 | $2,769k | Jun 30, 2019 | Jul 24, 2019 | |
| Evensky & KATZ LLC | 21,423 | $2,645k | Mar 31, 2019 | Aug 6, 2019 | |
| Allen Investment Management LLC | 20,656 | $2,628k | Jun 30, 2019 | Aug 12, 2019 | |
| Towerpoint Wealth LLC | 20,039 | $2,574k | Jun 30, 2019 | Aug 7, 2019 | |
| Osborne Partners Capital Management LLC | 20,155 | $2,564k | Jun 30, 2019 | Jul 18, 2019 | |
| Brightworth LLC | 19,792 | $2,518k | Jun 30, 2019 | Jul 31, 2019 | |
| Aureus Asset Management LLC | 18,784 | $2,390k | Jun 30, 2019 | Aug 14, 2019 | |
| CPWM LLC | 18,327 | $2,332k | Jun 30, 2019 | Aug 2, 2019 | |
| The Genwealth Group Inc | 17,941 | $2,300k | Jun 30, 2019 | Jul 10, 2019 | |
| Cahill Financial Advisors Inc | 17,722 | $2,255k | Jun 30, 2019 | Aug 14, 2019 | |
| GFS Advisors LLC | 17,409 | $2,215k | Jun 30, 2019 | Aug 1, 2019 | |
| Evanson Asset Management LLC | 17,254 | $2,195k | Jun 30, 2019 | Jul 11, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 16,624 | $2,115k | Jun 30, 2019 | Aug 6, 2019 | |
| Whitnell & Co | 16,104 | $2,049k | Jun 30, 2019 | Jul 16, 2019 | |
| Financial Advisory Service Inc | 15,872 | $2,019k | Jun 30, 2019 | Jul 25, 2019 | |
| Phillips Financial Management LLC | 14,904 | $1,911k | Jun 30, 2019 | Aug 6, 2019 | |
| Gentrust LLC | 13,707 | $1,744k | Jun 30, 2019 | Aug 2, 2019 | |
| Dimension Capital Management LLC | 12,271 | $1,561k | Jun 30, 2019 | Aug 12, 2019 | |
| New England Private Wealth Advisors LLC | 12,246 | $1,558k | Jun 30, 2019 | Aug 8, 2019 | |
| Bigsur Wealth Management LLC | 11,700 | $1,500k | Jun 30, 2019 | Jul 5, 2019 | |
| Mckinley Carter Wealth Services Inc | 11,735 | $1,493k | Jun 30, 2019 | Aug 2, 2019 | |
| F3Logic LLC | 11,250 | $1,430k | Jun 30, 2019 | Aug 2, 2019 | |
| Alexandria Capital LLC | 11,018 | $1,402k | Jun 30, 2019 | Aug 12, 2019 | |
| Connecticut Wealth Management LLC | 10,880 | $1,384k | Jun 30, 2019 | Jul 29, 2019 | |
| Cobiz Wealth LLC | 10,842 | $1,379k | Jun 30, 2019 | Jul 8, 2019 | |
| BHK Investment Advisors LLC | 10,357 | $1,318k | Jun 30, 2019 | Aug 2, 2019 | |
| LLBH Private Wealth Management LLC | 10,170 | $1,294k | Jun 30, 2019 | Aug 13, 2019 | |
| Tortoise Investment Management LLC | 9,735 | $1,238k | Jun 30, 2019 | Aug 7, 2019 | |
| Confluence Wealth Management LLC | 9,657 | $1,229k | Jun 30, 2019 | Aug 9, 2019 | |
| Smith & Howard Wealth Management LLC | 9,403 | $1,196k | Jun 30, 2019 | Jul 23, 2019 | |
| Crescent Grove Advisors LLC | 9,338 | $1,188k | Jun 30, 2019 | Aug 6, 2019 | |
| Vivaldi Capital Management LLC | 9,309 | $1,184k | Jun 30, 2019 | Aug 14, 2019 | |
| Highwater Wealth Management LLC | 8,781 | $1,117k | Jun 30, 2019 | Jul 18, 2019 | |
| Staley Capital Advisers Inc | 8,647 | $1,100k | Jun 30, 2019 | Aug 9, 2019 | |
| Annex Advisory Services LLC | 8,424 | $1,072k | Jun 30, 2019 | Jul 18, 2019 | |
| Modera Wealth Management LLC | 8,424 | $1,072k | Jun 30, 2019 | Aug 7, 2019 | |
| Sigma Investment Counselors Inc | 8,179 | $1,041k | Jun 30, 2019 | Jul 23, 2019 | |
| Coyle Financial Counsel LLC | 7,998 | $1,018k | Jun 30, 2019 | Aug 13, 2019 | |
| Front Barnett Associates LLC | 7,463 | $949k | Jun 30, 2019 | Aug 6, 2019 | |
| Futureadvisor Inc | 9,810 | $915k | Sep 30, 2015 | Nov 17, 2015 | |
| The Northstar Group Inc | 7,155 | $910k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 7,155 | $910k | Jun 30, 2019 | Jul 12, 2019 | |
| Valmark Advisers Inc | 6,946 | $884k | Jun 30, 2019 | Aug 7, 2019 | |
| Sequoia Wealth Management LLC | 6,888 | $881k | Jun 30, 2019 | Aug 6, 2019 | |
| Harborview Advisors LLC | 6,706 | $853k | Jun 30, 2019 | Aug 7, 2019 | |
| Northstar Wealth Partners LLC | 6,205 | $789k | Jun 30, 2019 | Aug 15, 2019 | |
| Madden Advisory Services Inc | 6,122 | $778k | Jun 30, 2019 | Jul 22, 2019 | |
| Johanson Financial Advisors Inc | 6,062 | $771k | Jun 30, 2019 | Jul 29, 2019 | |
| WSFS Capital Management LLC | 6,042 | $769k | Jun 30, 2019 | Aug 14, 2019 | |
| The Fiduciary Group LLC | 5,994 | $763k | Jun 30, 2019 | Aug 14, 2019 | |
| Choate Investment Advisors LLC | 5,940 | $756k | Jun 30, 2019 | Aug 14, 2019 | |
| Willow Creek Wealth Management Inc | 5,613 | $714k | Jun 30, 2019 | Jul 22, 2019 | |
| Quadrant Private Wealth Management LLC | 5,422 | $690k | Jun 30, 2019 | Aug 13, 2019 | |
| Matthew GOFF Investment Advisor LLC | 5,189 | $660k | Jun 30, 2019 | Aug 5, 2019 | |
| Blue CHIP Wealth Management Inc | 5,167 | $657k | Jun 30, 2019 | Aug 13, 2019 | |
| Intersect Capital LLC | 5,150 | $655k | Jun 30, 2019 | Aug 9, 2019 | |
| S & Co Inc | 5,050 | $642k | Jun 30, 2019 | Jul 23, 2019 | |
| Carret Asset Management LLC | 4,910 | $625k | Jun 30, 2019 | Aug 12, 2019 | |
| Joel Isaacson & Co LLC | 4,765 | $606k | Jun 30, 2019 | Jul 11, 2019 | |
| HCR Wealth Advisors | 4,697 | $598k | Jun 30, 2019 | Jul 25, 2019 | |
| Andesa Financial Management Inc | 4,629 | $589k | Jun 30, 2019 | Jul 30, 2019 | |
| Gratus Capital LLC | 4,507 | $573k | Jun 30, 2019 | Aug 7, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 4,469 | $569k | Jun 30, 2019 | Jul 22, 2019 | |
| Middleton & Company Inc | 4,459 | $567k | Jun 30, 2019 | Jul 25, 2019 | |
| Wealth Enhancement Advisory Services LLC | 4,362 | $567k | Jun 30, 2019 | Aug 2, 2019 | |
| Jolley Asset Management LLC | 4,417 | $562k | Jun 30, 2019 | Jul 22, 2019 | |
| PURE Financial Advisors Inc | 4,419 | $562k | Jun 30, 2019 | Jul 11, 2019 | |
| The RICE Partnership LLC | 4,372 | $556k | Jun 30, 2019 | Jul 25, 2019 | |
| AFT Forsyth and Company Inc | 4,348 | $553k | Jun 30, 2019 | Jul 29, 2019 | |
| 3D Asset Management Inc | 4,075 | $518k | Jun 30, 2019 | Aug 5, 2019 | |
| Lyrical Asset Management LP | 4,000 | $509k | Jun 30, 2019 | Aug 14, 2019 | |
| BEL AIR Investment Advisors LLC | 5,880 | $507k | Sep 30, 2013 | Nov 12, 2013 | |
| Evermay Wealth Management LLC | 3,972 | $505k | Jun 30, 2019 | Jul 23, 2019 | |
| van Hulzen Asset Management LLC | 3,961 | $504k | Jun 30, 2019 | Aug 8, 2019 | |
| Mirador Capital Partners LP | 3,943 | $502k | Jun 30, 2019 | Aug 6, 2019 | |
| Plancorp LLC | 3,844 | $489k | Jun 30, 2019 | Aug 13, 2019 | |
| Ridgewood Investments LLC | 3,829 | $487k | Jun 30, 2019 | Jul 12, 2019 | |
| Harvest Capital Management Inc | 3,791 | $482k | Jun 30, 2019 | Aug 7, 2019 | |
| SAND Hill Global Advisors LLC | 3,775 | $480k | Jun 30, 2019 | Aug 13, 2019 | |
| Triangle Securities Wealth Management | 3,697 | $475k | Jun 30, 2019 | Jul 10, 2019 | |
| REDW Stanley Financial Advisors LLC | 3,570 | $454k | Jun 30, 2019 | Aug 9, 2019 | |
| Bourgeon Capital Management LLC | 3,528 | $449k | Jun 30, 2019 | Jul 18, 2019 | |
| FORT PITT Capital Group LLC | 3,504 | $446k | Jun 30, 2019 | Aug 9, 2019 | |
| Venturi Wealth Management LLC | 3,428 | $436k | Jun 30, 2019 | Aug 7, 2019 | |
| Lourd Capital LLC | 3,388 | $431k | Jun 30, 2019 | Jul 11, 2019 | |
| Brickley Wealth Management | 3,300 | $420k | Jun 30, 2019 | Aug 9, 2019 | |
| Calamos Wealth Management LLC | 3,251 | $414k | Jun 30, 2019 | Aug 7, 2019 | |
| DB Root & Company LLC | 3,254 | $413k | Jun 30, 2019 | Jul 19, 2019 | |
| Carlson Capital Management LLC | 3,211 | $409k | Jun 30, 2019 | Jul 15, 2019 | |
| Emerald Investment Partners LLC | 3,175 | $404k | Jun 30, 2019 | Aug 12, 2019 | |
| Ballew Advisors Inc | 3,067 | $397k | Jun 30, 2019 | Jul 17, 2019 | |
| The Jentner Corporation | 2,817 | $358k | Jun 30, 2019 | Jul 16, 2019 | |
| Peterson Wealth Advisors LLC | 2,803 | $357k | Jun 30, 2019 | Jul 15, 2019 | |
| Wespac Advisors LLC | 2,704 | $344k | Jun 30, 2019 | Jul 23, 2019 | |
| Sunbelt Securities Inc | 2,650 | $337k | Jun 30, 2019 | Aug 1, 2019 | |
| Baker Ellis Asset Management LLC | 2,634 | $335k | Jun 30, 2019 | Aug 12, 2019 | |
| Carnick & Kubik Group LLC | 2,628 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Mcnamara Financial Services Inc | 2,693 | $333k | Jun 30, 2019 | Jul 12, 2019 | |
| Lakeview Capital Partners LLC | 2,617 | $333k | Jun 30, 2019 | Aug 5, 2019 | |
| Alliance Wealth Management Group LLC | 2,598 | $331k | Jun 30, 2019 | Aug 12, 2019 | |
| Bridgeworth LLC | 2,582 | $329k | Jun 30, 2019 | Jul 25, 2019 | |
| Columbus Macro LLC | 2,586 | $329k | Jun 30, 2019 | Jul 16, 2019 | |
| American Investment Services Inc | 2,560 | $326k | Jun 30, 2019 | Aug 6, 2019 | |
| 1919 Investment Counsel LLC | 3,200 | $321k | Sep 30, 2014 | Nov 14, 2014 | |
| Private Wealth Partners LLC | 2,516 | $320k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 2,516 | $320k | Jun 30, 2019 | Aug 6, 2019 | |
| Newport Wealth Strategies Inc | 2,401 | $308k | Jun 30, 2019 | Jul 22, 2019 | |
| Condor Capital Management | 2,381 | $303k | Jun 30, 2019 | Aug 5, 2019 | |
| Avondale Wealth Management LLC | 2,271 | $289k | Jun 30, 2019 | Jul 26, 2019 | |
| First Manhattan Co | 2,268 | $288k | Jun 30, 2019 | Aug 16, 2019 | |
| Donald L Hagan LLC | 2,175 | $277k | Jun 30, 2019 | Jul 18, 2019 | |
| Clear Perspective Advisors LLC | 2,155 | $274k | Jun 30, 2019 | Aug 12, 2019 | |
| Jordan Park Group LLC | 2,132 | $271k | Jun 30, 2019 | Jul 22, 2019 | |
| Kingfisher Capital LLC | 2,065 | $263k | Jun 30, 2019 | Aug 14, 2019 | |
| The Retirement Planning Group Inc | 2,040 | $260k | Jun 30, 2019 | Jul 25, 2019 | |
| Port Capital LLC | 2,011 | $256k | Jun 30, 2019 | Aug 14, 2019 | |
| Fernwood Investment Management LLC | 1,986 | $253k | Jun 30, 2019 | Aug 1, 2019 | |
| LVW Advisors LLC | 1,944 | $247k | Jun 30, 2019 | Aug 14, 2019 | |
| Shepherd Financial Partners LLC | 1,914 | $244k | Jun 30, 2019 | Aug 5, 2019 | |
| Shepherd Kaplan Krochuk LLC | 1,846 | $235k | Jun 30, 2019 | Aug 12, 2019 | |
| Cutler Investment Counsel LLC | 1,835 | $233k | Jun 30, 2019 | Aug 5, 2019 | |
| Canal Capital Management LLC | 1,818 | $231k | Jun 30, 2019 | Jul 31, 2019 | |
| Bristlecone Advisors LLC | 1,757 | $224k | Jun 30, 2019 | Jul 19, 2019 | |
| Baugh & Associates LLC | 1,669 | $212k | Jun 30, 2019 | Jul 23, 2019 | |
| CWA Asset Management Group LLC | 1,656 | $211k | Jun 30, 2019 | Aug 13, 2019 | |
| Clifford SWAN Investment Counsel LLC | 1,640 | $209k | Jun 30, 2019 | Aug 13, 2019 | |
| Financial Sense Advisors Inc | 1,637 | $208k | Jun 30, 2019 | Aug 2, 2019 | |
| Bigelow Investment Advisors LLC | 1,636 | $208k | Jun 30, 2019 | Jul 17, 2019 | |
| Tufton Capital Management LLC | 1,626 | $206k | Jun 30, 2019 | Jul 26, 2019 | |
| Northstar Investment Advisors LLC | 1,615 | $205k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 1,615 | $205k | Jun 30, 2019 | Jul 17, 2019 | |
| Armor Investment Advisors LLC | 1,433 | $182k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 1,433 | $182k | Jun 30, 2019 | Aug 13, 2019 | |
| Cranbrook Wealth Management LLC | 1,154 | $147k | Jun 30, 2019 | Aug 7, 2019 | |
| Jackson Grant Investment Advisers Inc | 1,104 | $140k | Jun 30, 2019 | Aug 13, 2019 | |
| BRAY Capital Advisors LLC | 809 | $103k | Jun 30, 2019 | Jul 29, 2019 | |
| Morgan Dempsey Capital Management LLC | 687 | $87k | Jun 30, 2019 | Aug 8, 2019 | |
| Quadrant Capital Management LLC | 570 | $73k | Jun 30, 2019 | Aug 8, 2019 | |
| Stewardship Financial Advisors LLC | 520 | $66k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 520 | $66k | Jun 30, 2019 | Aug 12, 2019 | |
| Vestor Capital LLC | 344 | $44k | Jun 30, 2019 | Aug 6, 2019 | |
| Litman Gregory Asset Management LLC | 250 | $32k | Jun 30, 2019 | Jul 31, 2019 | |
| Stearns Financial Services Group Inc | 178 | $23k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Investment Counsel Inc | 100 | $13k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 100 | $13k | Jun 30, 2019 | Jul 26, 2019 | |
| Larson Financial Group LLC | 38 | $5k | Jun 30, 2019 | Jul 16, 2019 | |
| Transamerica Financial Advisors Inc | 2 | $1k | Jun 30, 2019 | Aug 21, 2019 |