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ISHARES TR RUS 1000 GRW ETF
(464287614)

Funds Reporting Holdings of ISHARES TR RUS 1000 GRW ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 135,192 $21,271,000k Jun 30, 2019 Jul 23, 2019
Churchill Management Corp 2,230,274 $350,911k Jun 30, 2019 Jul 10, 2019
Staley Capital Advisers Inc 662,181 $104,188k Jun 30, 2019 Aug 9, 2019
Stephens Group Asset Management LLC 493,692 $77,677k Jun 30, 2019 Jul 15, 2019
Independence Advisors LLC 307,005 $48,304k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 307,005 $48,304k Jun 30, 2019 Aug 12, 2019
Berkshire Money Management Inc 301,087 $47,373k Jun 30, 2019 Jul 29, 2019
Northrock Partners LLC 280,747 $44,371k Jun 30, 2019 Aug 12, 2019
Merriman Wealth Management LLC 27,653 $44,051k Jun 30, 2019 Jul 31, 2019
Intersect Capital LLC 249,604 $39,273k Jun 30, 2019 Aug 9, 2019
Cambridge Investment Research Advisors Inc 249,170 $39,204k Jun 30, 2019 Aug 15, 2019
Polaris Greystone Financial Group LLC 234,080 $37,289k Jun 30, 2019 Jul 25, 2019
Huntington Steele LLC 212,303 $28,892k Mar 31, 2018 Apr 18, 2018
Financial Services Advisory Inc 183,128 $28,813k Jun 30, 2019 Jul 23, 2019
CPWM LLC 179,321 $28,214k Jun 30, 2019 Aug 2, 2019
Baker Avenue Asset Management LP 178,747 $28,124k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 157,600 $24,797k Jun 30, 2019 Aug 13, 2019
Hirtle Callaghan & Co LLC 154,427 $24,298k Jun 30, 2019 Aug 13, 2019
Brickley Wealth Management 137,913 $21,699k Jun 30, 2019 Aug 9, 2019
QS Investors LLC 130,161 $20,480k Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 129,623 $20,395k Jun 30, 2019 Aug 9, 2019
Gratus Capital LLC 118,882 $18,705k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 115,756 $18,213k Jun 30, 2019 Jul 12, 2019
Baring International Investment Ltd 191,138 $17,369k Jun 30, 2014 Jul 21, 2014
STA Wealth Management LLC 106,654 $16,781k Jun 30, 2019 Aug 14, 2019
Paulson Wealth Management Inc 100,114 $16,297k Jun 30, 2019 Jul 30, 2019
Nottingham Advisors Inc 96,761 $15,291k Jun 30, 2019 Jul 17, 2019
Badgley Phelps and Bell Inc 87,908 $13,832k Jun 30, 2019 Jul 30, 2019
Strategic Financial Services Inc 86,228 $13,567k Jun 30, 2019 Aug 13, 2019
O'Brien Wealth Partners LLC 83,875 $13,514k Jun 30, 2019 Jul 8, 2019
Fundx Investment Group LLC 77,392 $12,177k Jun 30, 2019 Aug 5, 2019
Jasper Ridge Partners LP 69,729 $10,971k Jun 30, 2019 Aug 9, 2019
Goldstein Munger + Associates 65,871 $10,364k Jun 30, 2019 Aug 2, 2019
GHP Investment Advisors Inc 63,740 $10,029k Jun 30, 2019 Aug 2, 2019
Kayne Anderson Rudnick Investment Management LLC 58,890 $9,297k Jun 30, 2019 Aug 14, 2019
Fifth Third Securities Inc 53,356 $8,395k Jun 30, 2019 Jul 30, 2019
Bronfman EL Rothschild LP 52,653 $8,284k Jun 30, 2019 Aug 12, 2019
CAMG Solamere Management LLC 52,079 $8,195k Jun 30, 2019 Aug 13, 2019
Polen Capital Management LLC 51,432 $8,092k Jun 30, 2019 Aug 12, 2019
Founders Financial Securities LLC 50,692 $7,976k Jun 30, 2019 Jul 22, 2019
JMG Financial Group Ltd 49,076 $7,722k Jun 30, 2019 Aug 2, 2019
Connecticut Wealth Management LLC 45,960 $7,231k Jun 30, 2019 Jul 29, 2019
Sonata Capital Group Inc 45,900 $7,222k Jun 30, 2019 Aug 5, 2019
Lifeplan Financial Group Inc 45,772 $7,202k Jun 30, 2019 Jul 15, 2019
Insight 2811 Inc 41,095 $6,634k Jun 30, 2019 Jul 9, 2019
Mckinley Carter Wealth Services Inc 41,983 $6,606k Jun 30, 2019 Aug 2, 2019
Johanson Financial Advisors Inc 38,442 $6,049k Jun 30, 2019 Jul 29, 2019
Cahaba Wealth Management Inc 37,099 $5,837k Jun 30, 2019 Jul 31, 2019
White Lighthouse Investment Management Inc 35,880 $5,645k Jun 30, 2019 Jul 31, 2019
Ballast Inc 34,258 $5,390k Jun 30, 2019 Jul 26, 2019
Adviceperiod LLC 32,476 $5,110k Jun 30, 2019 Jul 22, 2019
Private Vista LLC 31,291 $4,926k Jun 30, 2019 Jul 19, 2019
The Genwealth Group Inc 26,580 $4,253k Jun 30, 2019 Jul 10, 2019
Managed Account Services Inc 26,040 $4,196k Jun 30, 2019 Jul 15, 2019
Crescent Grove Advisors LLC 26,046 $4,098k Jun 30, 2019 Aug 6, 2019
RNC Capital Management LLC 25,642 $4,035k Jun 30, 2019 Jul 25, 2019
EP Wealth Advisors LLC 24,741 $3,893k Jun 30, 2019 Aug 27, 2019
Osborne Partners Capital Management LLC 24,649 $3,878k Jun 30, 2019 Jul 18, 2019
Drexel Morgan & Co 24,633 $3,876k Jun 30, 2019 Aug 8, 2019
Strategic Point Investment Advisors LLC 23,815 $3,747k Jun 30, 2019 Aug 14, 2019
Gillespie Robinson & Grimm Inc 23,626 $3,717k Jun 30, 2019 Jul 22, 2019
Harbour Capital Advisors LLC 23,033 $3,624k Jun 30, 2019 Jul 10, 2019
Intercontinental Wealth Advisors LLC 21,672 $3,410k Jun 30, 2019 Aug 2, 2019
Towerpoint Wealth LLC 20,892 $3,370k Jun 30, 2019 Aug 7, 2019
Nikulski Financial Inc 20,334 $3,291k Jun 30, 2019 Jul 22, 2019
The Mathes Company Inc 19,450 $3,060k Jun 30, 2019 Jul 29, 2019
Modera Wealth Management LLC 19,197 $3,020k Jun 30, 2019 Aug 7, 2019
Confluence Wealth Management LLC 18,989 $2,988k Jun 30, 2019 Aug 9, 2019
Foster Dykema Cabot & Co Incorporated 18,969 $2,985k Jun 30, 2019 Aug 6, 2019
Diversified Portfolios Inc 18,816 $2,960k Jun 30, 2019 Aug 13, 2019
The Northstar Group Inc 18,427 $2,899k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 18,427 $2,899k Jun 30, 2019 Jul 12, 2019
HM Capital Management LLC 18,045 $2,839k Jun 30, 2019 Jul 24, 2019
Alesco Advisors LLC 17,948 $2,824k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 17,528 $2,758k Jun 30, 2019 Jul 31, 2019
Wealth and Pension Services Group Inc 17,262 $2,716k Jun 30, 2019 Aug 15, 2019
Horan Securities Inc 16,899 $2,659k Jun 30, 2019 Jul 24, 2019
Midwest Professional Planners Ltd 16,496 $2,596k Jun 30, 2019 Aug 12, 2019
Canal Capital Management LLC 16,356 $2,573k Jun 30, 2019 Jul 31, 2019
Financial Advisory Service Inc 15,666 $2,465k Jun 30, 2019 Jul 25, 2019
Crestwood Advisors Group LLC 15,391 $2,422k Jun 30, 2019 Aug 14, 2019
Evanson Asset Management LLC 15,301 $2,407k Jun 30, 2019 Jul 11, 2019
F3Logic LLC 13,846 $2,179k Jun 30, 2019 Aug 2, 2019
Wilshire Associates Incorporated 13,718 $2,158k Jun 30, 2019 Aug 14, 2019
IMS Capital Management Inc 13,552 $2,132k Jun 30, 2019 Aug 14, 2019
New England Private Wealth Advisors LLC 13,226 $2,081k Jun 30, 2019 Aug 8, 2019
Smith & Howard Wealth Management LLC 12,779 $2,011k Jun 30, 2019 Jul 23, 2019
Sigma Investment Counselors Inc 11,722 $1,844k Jun 30, 2019 Jul 23, 2019
Chesley TAFT & Associates LLC 11,690 $1,839k Jun 30, 2019 Jul 10, 2019
Round Table Services LLC 11,620 $1,828k Jun 30, 2019 Jul 17, 2019
Sands Capital Management LLC 11,570 $1,820k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 11,269 $1,773k Jun 30, 2019 Jul 19, 2019
BHK Investment Advisors LLC 11,166 $1,757k Jun 30, 2019 Aug 2, 2019
Transamerica Financial Advisors Inc 10,390 $1,635k Jun 30, 2019 Aug 21, 2019
KMS Financial Services Inc 17,707 $1,622k Sep 30, 2014 Nov 17, 2014
Cahill Financial Advisors Inc 10,049 $1,582k Jun 30, 2019 Aug 14, 2019
Annex Advisory Services LLC 10,043 $1,581k Jun 30, 2019 Jul 18, 2019
Apriem Advisors 10,000 $1,573k Jun 30, 2019 Aug 14, 2019
Chilton Capital Management LLC 9,761 $1,536k Jun 30, 2019 Aug 13, 2019
Middleton & Company Inc 9,551 $1,503k Jun 30, 2019 Jul 25, 2019
Howland Capital Management LLC 9,519 $1,498k Jun 30, 2019 Jul 17, 2019
Acropolis Investment Management LLC 9,381 $1,476k Jun 30, 2019 Jul 11, 2019
Dimension Capital Management LLC 8,857 $1,393k Jun 30, 2019 Aug 12, 2019
Blue CHIP Wealth Management Inc 8,569 $1,348k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 8,480 $1,334k Jun 30, 2019 Aug 8, 2019
Cambridge Advisors Inc 8,314 $1,308k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 8,314 $1,308k Jun 30, 2019 Jul 26, 2019
Choate Investment Advisors LLC 8,118 $1,277k Jun 30, 2019 Aug 14, 2019
Spears Abacus Advisors LLC 7,952 $1,251k Jun 30, 2019 Aug 9, 2019
Segment Wealth Management LLC 7,921 $1,246k Jun 30, 2019 Jul 29, 2019
PURE Financial Advisors Inc 7,709 $1,213k Jun 30, 2019 Jul 11, 2019
Financial Sense Advisors Inc 7,611 $1,198k Jun 30, 2019 Aug 2, 2019
Alliance Wealth Management Group LLC 7,511 $1,182k Jun 30, 2019 Aug 12, 2019
Valmark Advisers Inc 7,214 $1,135k Jun 30, 2019 Aug 7, 2019
Blankinship & Foster LLC 7,084 $1,115k Jun 30, 2019 Jul 30, 2019
Evensky & KATZ LLC 7,289 $1,103k Mar 31, 2019 Aug 6, 2019
American Investment Services Inc 7,007 $1,102k Jun 30, 2019 Aug 6, 2019
Coyle Financial Counsel LLC 6,892 $1,084k Jun 30, 2019 Aug 13, 2019
Epstein and White Financial LLC 6,546 $1,028k Jun 30, 2019 Jul 19, 2019
Biltmore Family Office LLC 6,507 $1,024k Jun 30, 2019 Jul 31, 2019
10-15 Associates Inc 6,476 $1,019k Jun 30, 2019 Aug 12, 2019
Paragon Wealth Strategies LLC 6,438 $1,013k Jun 30, 2019 Jul 17, 2019
Jordan Park Group LLC 6,372 $1,003k Jun 30, 2019 Jul 22, 2019
Willow Creek Wealth Management Inc 6,321 $995k Jun 30, 2019 Jul 22, 2019
WSFS Capital Management LLC 6,075 $956k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 5,998 $944k Jun 30, 2019 Aug 7, 2019
Front Barnett Associates LLC 5,880 $925k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 5,695 $896k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 5,695 $896k Jun 30, 2019 Jul 3, 2019
Vivaldi Capital Management LLC 5,643 $888k Jun 30, 2019 Aug 14, 2019
Highwater Wealth Management LLC 5,636 $887k Jun 30, 2019 Jul 18, 2019
Private Asset Management Inc 5,546 $873k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 5,546 $873k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 5,546 $873k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 5,546 $873k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 5,546 $873k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 5,546 $873k Jun 30, 2019 Aug 14, 2019
S & Co Inc 5,499 $865k Jun 30, 2019 Jul 23, 2019
The Burney Company 5,158 $812k Jun 30, 2019 Aug 12, 2019
Smith Salley & Associates LLC 5,115 $805k Jun 30, 2019 Jul 12, 2019
Bingham Osborn & Scarborough LLC 5,072 $798k Jun 30, 2019 Aug 2, 2019
Brookmont Capital Management LLC 5,065 $797k Jun 30, 2019 Jul 18, 2019
Tocqueville Asset Management LP 4,912 $773k Jun 30, 2019 Jul 31, 2019
Leonard Rickey Investment Advisors PLLC 4,899 $771k Jun 30, 2019 Jul 10, 2019
Joel Isaacson & Co LLC 4,853 $764k Jun 30, 2019 Jul 11, 2019
Summit Financial Strategies Inc 4,806 $756k Jun 30, 2019 Aug 8, 2019
United Asset Strategies Inc 4,768 $750k Jun 30, 2019 Jul 31, 2019
van Hulzen Asset Management LLC 4,762 $749k Jun 30, 2019 Aug 8, 2019
AFT Forsyth and Company Inc 4,670 $735k Jun 30, 2019 Jul 29, 2019
Alexandria Capital LLC 4,432 $697k Jun 30, 2019 Aug 12, 2019
Harborview Advisors LLC 4,378 $689k Jun 30, 2019 Aug 7, 2019
Greatmark Investment Partners Inc 4,345 $684k Jun 30, 2019 Aug 5, 2019
The RICE Partnership LLC 4,223 $664k Jun 30, 2019 Jul 25, 2019
JAG Capital Management LLC 4,044 $636k Jun 30, 2019 Jul 22, 2019
Wealthstar Advisors LLC 3,980 $628k Jun 30, 2019 Aug 7, 2019
Carret Asset Management LLC 3,945 $621k Jun 30, 2019 Aug 12, 2019
Emerald Investment Partners LLC 3,846 $605k Jun 30, 2019 Aug 12, 2019
Tortoise Investment Management LLC 3,611 $568k Jun 30, 2019 Aug 7, 2019
Lourd Capital LLC 3,543 $557k Jun 30, 2019 Jul 11, 2019
Clear Perspective Advisors LLC 3,481 $548k Jun 30, 2019 Aug 12, 2019
Hourglass Capital LLC 3,454 $543k Jun 30, 2019 Aug 12, 2019
Bridgeworth LLC 3,380 $532k Jun 30, 2019 Jul 25, 2019
Gilbert & COOK Inc 3,368 $530k Jun 30, 2019 Aug 5, 2019
Harbor Advisory Corporation 3,350 $527k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 3,350 $527k Jun 30, 2019 Jul 30, 2019
SAND Hill Global Advisors LLC 3,298 $519k Jun 30, 2019 Aug 13, 2019
Ballew Advisors Inc 3,103 $507k Jun 30, 2019 Jul 17, 2019
Andesa Financial Management Inc 3,202 $503k Jun 30, 2019 Jul 30, 2019
Harfst and Associates Inc 3,164 $497k Jun 30, 2019 Aug 14, 2019
RAAB & Moskowitz Asset Management LLC 3,071 $483k Jun 30, 2019 Aug 9, 2019
Sawtooth Solutions LLC 2,995 $472k Jun 30, 2019 Aug 8, 2019
Sunbelt Securities Inc 2,964 $466k Jun 30, 2019 Aug 1, 2019
The Jentner Corporation 2,936 $462k Jun 30, 2019 Jul 16, 2019
Stearns Financial Services Group Inc 2,933 $462k Jun 30, 2019 Aug 14, 2019
Fernwood Investment Management LLC 2,892 $455k Jun 30, 2019 Aug 1, 2019
The Financial Consulate Inc 2,875 $452k Jun 30, 2019 Jul 24, 2019
Carlson Capital Management LLC 2,822 $444k Jun 30, 2019 Jul 15, 2019
Plancorp LLC 2,815 $443k Jun 30, 2019 Aug 13, 2019
Twele Capital Management Inc 2,812 $442k Jun 30, 2019 Jul 18, 2019
Northstar Investment Advisors LLC 2,786 $438k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 2,786 $438k Jun 30, 2019 Jul 17, 2019
Ridgewood Investments LLC 2,773 $436k Jun 30, 2019 Jul 12, 2019
Abbot Financial Management Inc 2,716 $427k Jun 30, 2019 Aug 8, 2019
Biegel & Waller LLC 2,710 $426k Jun 30, 2019 Jul 23, 2019
REDW Stanley Financial Advisors LLC 2,697 $424k Jun 30, 2019 Aug 9, 2019
Venturi Wealth Management LLC 2,677 $421k Jun 30, 2019 Aug 7, 2019
Allen Investment Management LLC 2,671 $420k Jun 30, 2019 Aug 12, 2019
LGL Partners LLC 2,609 $410k Jun 30, 2019 Aug 14, 2019
Shepherd Financial Partners LLC 2,568 $404k Jun 30, 2019 Aug 5, 2019
Torray LLC 2,544 $400k Jun 30, 2019 Aug 8, 2019
Bluesky Wealth Advisors LLC 2,526 $397k Jun 30, 2019 Aug 5, 2019
Darrell & King LLC 2,521 $397k Jun 30, 2019 Aug 15, 2019
Cornerstone Advisory LLC 2,499 $393k Jun 30, 2019 Aug 8, 2019
Huber Financial Advisors LLC 2,344 $369k Jun 30, 2019 Aug 5, 2019
Bigelow Investment Advisors LLC 2,265 $356k Jun 30, 2019 Jul 17, 2019
Oak Ridge Investments LLC 2,233 $351k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 2,228 $351k Jun 30, 2019 Aug 6, 2019
Avondale Wealth Management LLC 2,218 $349k Jun 30, 2019 Jul 26, 2019
IRON Financial LLC 2,274 $344k Jun 30, 2019 Aug 2, 2019
Omnistar Financial Group Inc 2,185 $344k Jun 30, 2019 Jul 30, 2019
Harvest Capital Management Inc 2,185 $343k Jun 30, 2019 Aug 7, 2019
Cfo4Life Group LLC 2,117 $333k Jun 30, 2019 Jul 29, 2019
Abbrea Capital LLC 2,110 $332k Jun 30, 2019 Jul 31, 2019
Private Wealth Partners LLC 2,095 $330k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 2,095 $330k Jun 30, 2019 Aug 6, 2019
Mcnamara Financial Services Inc 2,158 $327k Jun 30, 2019 Jul 12, 2019
Matthew GOFF Investment Advisor LLC 2,074 $326k Jun 30, 2019 Aug 5, 2019
The Retirement Planning Group Inc 2,036 $320k Jun 30, 2019 Jul 25, 2019
Armor Investment Advisors LLC 2,017 $317k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 2,017 $317k Jun 30, 2019 Aug 13, 2019
Geller Advisors LLC 2,000 $315k Jun 30, 2019 Aug 14, 2019
COE Capital Management LLC 1,980 $312k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 1,963 $309k Jun 30, 2019 Aug 21, 2019
Donald L Hagan LLC 1,916 $301k Jun 30, 2019 Jul 18, 2019
Wealth Enhancement Advisory Services LLC 1,830 $300k Jun 30, 2019 Aug 2, 2019
HIGH Falls Advisors Inc 1,901 $299k Jun 30, 2019 Aug 15, 2019
Pagnatokarp Partners LLC 1,897 $299k Jun 30, 2019 Aug 8, 2019
Futureadvisor Inc 3,176 $295k Sep 30, 2015 Nov 17, 2015
Liberty Capital Management Inc 1,860 $293k Jun 30, 2019 Jul 15, 2019
LVW Advisors LLC 1,857 $292k Jun 30, 2019 Aug 14, 2019
KARP Capital Management Corporation 1,845 $290k Jun 30, 2019 Aug 8, 2019
SVA Plumb Wealth Management LLC 1,813 $285k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 1,771 $279k Jun 30, 2019 Jul 23, 2019
Riverpoint Wealth Management Holdings LLC 1,756 $276k Jun 30, 2019 Aug 12, 2019
Strategic Advisors LLC 1,742 $274k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 1,742 $274k Jun 30, 2019 Jul 22, 2019
Ashfield Capital Partners LLC 1,744 $274k Jun 30, 2019 Jul 29, 2019
Strategic Investment Advisors Inc 1,742 $274k Jun 30, 2019 Jul 22, 2019
KCS Wealth Advisory LLC 1,731 $272k Jun 30, 2019 Jul 29, 2019
Klingenstein Fields & Co LLC 1,705 $268k Jun 30, 2019 Aug 12, 2019
Columbus Macro LLC 1,693 $266k Jun 30, 2019 Jul 16, 2019
The O'Dell Group LLC 1,643 $259k Jun 30, 2019 Jul 24, 2019
Ausdal Financial Partners Inc 1,556 $254k Jun 30, 2019 Aug 5, 2019
Prelude Capital Management LLC 1,596 $251k Jun 30, 2019 Aug 14, 2019
Lyell Wealth Management LP 1,591 $250k Jun 30, 2019 Aug 1, 2019
Wespac Advisors Socal LLC 1,575 $247k Jun 30, 2019 Jul 30, 2019
Highland Private Wealth Management 1,555 $245k Jun 30, 2019 Aug 13, 2019
Stratford Consulting LLC 1,557 $245k Jun 30, 2019 Aug 2, 2019
Legacy Wealth Management Inc 1,540 $242k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management LLC 1,540 $242k Jun 30, 2019 Jul 17, 2019
LBMC Investment Advisors LLC 1,501 $236k Jun 30, 2019 Jul 18, 2019
Bridgecreek Investment Management LLC 1,500 $236k Jun 30, 2019 Aug 14, 2019
Bristlecone Advisors LLC 1,469 $231k Jun 30, 2019 Jul 19, 2019
Telos Capital Management Inc 1,450 $228k Jun 30, 2019 Jul 19, 2019
Jaffetilchin Investment Partners LLC 1,429 $225k Jun 30, 2019 Aug 13, 2019
van Strum & Towne Inc 1,426 $224k Jun 30, 2019 Aug 12, 2019
Stokes & Hubbell Capital Management LLC 1,477 $224k Mar 31, 2019 Apr 24, 2019
Cambiar Investors LLC 1,404 $221k Jun 30, 2019 Jul 25, 2019
ARS Investment Partners LLC 1,393 $219k Jun 30, 2019 Aug 12, 2019
Rezny Wealth Management Inc 1,367 $215k Jun 30, 2019 Jul 24, 2019
First Manhattan Co 1,360 $213k Jun 30, 2019 Aug 16, 2019
Janney Capital Management LLC 1,354 $213k Jun 30, 2019 Jul 29, 2019
Bourgeon Capital Management LLC 1,350 $212k Jun 30, 2019 Jul 18, 2019
Clifford SWAN Investment Counsel LLC 1,330 $209k Jun 30, 2019 Aug 13, 2019
Isthmus Partners LLC 1,330 $209k Jun 30, 2019 Aug 9, 2019
Tufton Capital Management LLC 1,326 $208k Jun 30, 2019 Jul 26, 2019
Cypress Capital Management LLC 1,308 $206k Jun 30, 2019 Aug 5, 2019
FFT Wealth Management LLC 1,305 $205k Jun 30, 2019 Aug 14, 2019
RKL Wealth Management LLC 1,300 $204k Jun 30, 2019 Aug 2, 2019
Peninsula Wealth LLC 1,294 $204k Jun 30, 2019 Aug 2, 2019
Baker Ellis Asset Management LLC 1,207 $190k Jun 30, 2019 Aug 12, 2019
New Potomac Partners LLC 1,200 $189k Jun 30, 2019 Jul 26, 2019
Payden & Rygel 1,000 $157k Jun 30, 2019 Aug 6, 2019
Capital Investment Counsel Inc 959 $151k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 959 $151k Jun 30, 2019 Jul 26, 2019
Quadrant Capital Management LLC 900 $142k Jun 30, 2019 Aug 8, 2019
Larson Financial Group LLC 893 $140k Jun 30, 2019 Jul 16, 2019
Secrest Blakey & Associates LLC 651 $102k Jun 30, 2019 Aug 13, 2019
Jackson Grant Investment Advisers Inc 643 $101k Jun 30, 2019 Aug 13, 2019
Tower VIEW Investment Management & Research LLC 555 $87k Jun 30, 2019 Jul 17, 2019
Barrett Asset Management LLC 400 $63k Jun 30, 2019 Aug 5, 2019
DSM Capital Partners LLC 372 $58k Jun 30, 2019 Aug 14, 2019
RPG Investment Advisory LLC 300 $48k Jun 30, 2019 Jul 10, 2019
SYM Financial Corporation 234 $37k Jun 30, 2019 Jul 29, 2019
1919 Investment Counsel LLC 375 $35k Sep 30, 2014 Nov 14, 2014
Cranbrook Wealth Management LLC 212 $33k Jun 30, 2019 Aug 7, 2019
Litman Gregory Asset Management LLC 169 $27k Jun 30, 2019 Jul 31, 2019
The Fiduciary Group LLC 152 $24k Jun 30, 2019 Aug 14, 2019
Mcmillion Capital Management Inc 135 $21k Jun 30, 2019 Jul 25, 2019
The Central Trust Bank 73 $11k Jun 30, 2019 Jul 16, 2019
Stewardship Financial Advisors LLC 48 $8k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 48 $8k Jun 30, 2019 Aug 12, 2019

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