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ISHARES TR RUSSELL 2000 ETF
(464287655)

Funds Reporting Holdings of ISHARES TR RUSSELL 2000 ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Shapiro Capital Management LLC 116,996 $18,192,985k Jun 30, 2019 Aug 14, 2019
Mader & Shannon Wealth Management Inc 12,612 $1,961,166k Jun 30, 2019 Aug 13, 2019
Retirement Income Solutions Inc 7,850 $1,221,000k Jun 30, 2019 Jul 23, 2019
Millburn Ridgefield Corporation 2,596,494 $403,755k Jun 30, 2019 Jul 18, 2019
Graham Capital Management LP 2,130,000 $331,215k Put Jun 30, 2019 Aug 14, 2019
Rubric Capital Management LP 2,040,000 $317,220k Put Jun 30, 2019 Aug 13, 2019
Merriman Wealth Management LLC 150,566 $235,033k Jun 30, 2019 Jul 31, 2019
Evermore Global Advisors LLC 1,500,000 $229,635k Put Mar 31, 2019 Aug 14, 2019
LION Point Capital LP 1,400,500 $217,778k Put Jun 30, 2019 Aug 14, 2019
Silver Rock Financial LP 1,287,600 $200,235k Put Jun 30, 2019 Aug 14, 2019
Archon Capital Management LLC 1,242,200 $193,162k Put Jun 30, 2019 Aug 14, 2019
Newtyn Management LLC 1,017,000 $158,144k Put Jun 30, 2019 Aug 14, 2019
Castle HOOK Partners LP 1,000,000 $155,500k Put Jun 30, 2019 Aug 14, 2019
Nantahala Capital Management LLC 950,000 $147,725k Put Jun 30, 2019 Aug 14, 2019
Scopia Capital Management LP 932,700 $145,035k Put Jun 30, 2019 Aug 14, 2019
Kingdon Capital Management LLC 865,000 $134,508k Put Jun 30, 2019 Aug 14, 2019
Dorsal Capital Management LLC 850,000 $132,175k Jun 30, 2019 Aug 14, 2019
Ulysses Management LLC 850,000 $132,175k Put Jun 30, 2019 Aug 14, 2019
Shannon River Fund Management LLC 777,500 $120,901k Put Jun 30, 2019 Aug 14, 2019
SG Capital Management LLC 775,200 $120,544k Put Jun 30, 2019 Jul 22, 2019
Anchorage Capital Group LLC 750,000 $116,625k Put Jun 30, 2019 Aug 14, 2019
Diameter Capital Partners LP 750,000 $116,625k Put Jun 30, 2019 Aug 14, 2019
LBMC Investment Advisors LLC 711,737 $110,675k Jun 30, 2019 Jul 18, 2019
Granite Point Capital Management LP 600,000 $93,300k Put Jun 30, 2019 Jul 29, 2019
Charles Schwab Investment Advisory Inc 559,511 $87,004k Jun 30, 2019 Aug 12, 2019
SWAN Global Investments LLC 532,900 $81,869k Jun 30, 2019 Aug 12, 2019
Hoplite Capital Management LP 499,000 $77,595k Put Jun 30, 2019 Aug 14, 2019
SAND Hill Global Advisors LLC 456,967 $71,058k Jun 30, 2019 Aug 13, 2019
Broadwood Capital Inc 420,000 $65,310k Jun 30, 2019 Aug 14, 2019
Aperimus Capital LLC 380,572 $59,179k Jun 30, 2019 Jul 24, 2019
Wolverine Asset Management LLC 375,100 $58,328k Call Jun 30, 2019 Aug 14, 2019
Highbridge Capital Management LLC 300,000 $46,651k Put Jun 30, 2019 Aug 14, 2019
Gainplan LLC 300,000 $46,650k Jun 30, 2019 Aug 7, 2019
Accredited Investors Inc 291,234 $45,287k Jun 30, 2019 Aug 13, 2019
Governors Lane LP 261,600 $40,679k Put Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 248,375 $38,622k Jun 30, 2019 Aug 15, 2019
Hudson Executive Capital LP 229,000 $35,610k Put Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 216,940 $33,734k Jun 30, 2019 Aug 14, 2019
Bronfman EL Rothschild LP 209,339 $32,552k Jun 30, 2019 Aug 12, 2019
Lodge Hill Capital LLC 200,000 $31,100k Call Jun 30, 2019 Aug 13, 2019
Linden Advisors LP 200,000 $31,100k Put Jun 30, 2019 Aug 14, 2019
Scopus Asset Management LP 200,000 $31,100k Call Jun 30, 2019 Aug 14, 2019
Sound Point Capital Management LP 188,500 $29,312k Put Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 188,485 $29,309k Jun 30, 2019 Jul 29, 2019
Neumeier POMA Investment Counsel LLC 168,850 $26,256k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 161,271 $25,078k Jun 30, 2019 Aug 7, 2019
ALTA Park Capital LP 150,000 $23,325k Put Jun 30, 2019 Aug 14, 2019
Scoggin Management LP 145,500 $22,625k Put Jun 30, 2019 Aug 14, 2019
Global Atlantic Investment Advisors LLC 175,263 $21,769k Sep 30, 2016 Nov 14, 2016
Aristotle Capital Boston LLC 136,329 $21,199k Jun 30, 2019 Aug 14, 2019
Berkshire Money Management Inc 131,787 $20,493k Jun 30, 2019 Jul 29, 2019
Locust WOOD Capital Advisers LLC 131,000 $20,371k Put Jun 30, 2019 Jul 24, 2019
QS Investors LLC 125,838 $19,568k Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 124,484 $19,357k Jun 30, 2019 Aug 5, 2019
Emery & Howard Portfolio Management 118,515 $18,429k Jun 30, 2019 Aug 9, 2019
QVR LLC 117,800 $18,319k Put Jun 30, 2019 Aug 1, 2019
Legacy Wealth Management LLC 116,669 $18,142k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management Inc 116,669 $18,142k Jun 30, 2019 Jul 17, 2019
Estate Counselors LLC 115,680 $17,988k Jun 30, 2019 Aug 7, 2019
Goldstein Munger + Associates 110,146 $17,128k Jun 30, 2019 Aug 2, 2019
Mendon Capital Advisors Corp 102,500 $15,938k Put Jun 30, 2019 Aug 13, 2019
Waterfront Capital Partners LLC 100,000 $15,550k Put Jun 30, 2019 Aug 13, 2019
Brigade Capital Management LP 100,000 $15,550k Put Jun 30, 2019 Aug 14, 2019
Silverback Asset Management LLC 100,000 $15,550k Put Jun 30, 2019 Aug 14, 2019
Leonetti & Associates LLC 107,717 $14,423k Dec 31, 2018 Feb 19, 2019
Newbrook Capital Advisors LP 79,713 $12,395k Jun 30, 2019 Aug 14, 2019
Litman Gregory Asset Management LLC 79,099 $12,300k Jun 30, 2019 Jul 31, 2019
Stillwater Investment Management LLC 76,920 $11,961k Jun 30, 2019 Jul 3, 2019
Strategic Financial Services Inc 76,644 $11,918k Jun 30, 2019 Aug 13, 2019
Simplifi Inc 76,105 $11,834k Jun 30, 2019 Jul 23, 2019
Contrarian Capital Management LLC 750 $11,663k Put Jun 30, 2019 Aug 14, 2019
Cambria Investment Management LP 72,656 $11,298k Jun 30, 2019 Aug 12, 2019
Waters Parkerson & Co LLC 68,986 $10,727k Jun 30, 2019 Aug 6, 2019
EFG Asset Management Americas Corp 62,768 $9,771k Jun 30, 2019 Jul 9, 2019
Round Table Services LLC 61,033 $9,491k Jun 30, 2019 Jul 17, 2019
Geller Advisors LLC 60,004 $9,331k Jun 30, 2019 Aug 14, 2019
Interval Partners LP 60,000 $9,330k Put Jun 30, 2019 Aug 12, 2019
BRAY Capital Advisors LLC 58,500 $9,097k Jun 30, 2019 Jul 29, 2019
ALL Terrain Financial Advisors LLC 57,778 $8,985k Jun 30, 2019 Aug 14, 2019
Paulson Wealth Management Inc 57,616 $8,913k Jun 30, 2019 Jul 30, 2019
Parkside Advisors LLC 55,765 $8,671k Jun 30, 2019 Jul 10, 2019
Jasper Ridge Partners LP 55,688 $8,659k Jun 30, 2019 Aug 9, 2019
Portland Global Advisors LLC 54,033 $8,402k Jun 30, 2019 Jul 26, 2019
Janus Capital Management LLC 60,643 $8,337k Mar 31, 2017 May 16, 2017
JMG Financial Group Ltd 53,190 $8,271k Jun 30, 2019 Aug 2, 2019
Athena Capital Advisors LLC 50,526 $7,857k Jun 30, 2019 Aug 9, 2019
Geosphere Capital Management LLC 50,000 $7,778k Put Jun 30, 2019 Aug 8, 2019
Ramsay Stattman VELA & Price Inc 48,492 $7,541k Jun 30, 2019 Aug 9, 2019
Diversified Portfolios Inc 45,336 $7,050k Jun 30, 2019 Aug 13, 2019
Strategic Financial Management LLC 44,260 $6,882k Jun 30, 2019 Aug 7, 2019
Strategic Investment Management LLC 44,260 $6,882k Jun 30, 2019 Aug 7, 2019
Adviceperiod LLC 44,007 $6,843k Jun 30, 2019 Jul 22, 2019
Beaconlight Capital LLC 43,800 $6,811k Put Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 43,096 $6,701k Jun 30, 2019 Aug 13, 2019
Gentrust LLC 41,545 $6,460k Jun 30, 2019 Aug 2, 2019
Sigma Investment Counselors Inc 40,992 $6,374k Jun 30, 2019 Jul 23, 2019
Cabana LLC 42,603 $6,362k Jun 30, 2019 Aug 9, 2019
Intersect Capital LLC 40,860 $6,354k Jun 30, 2019 Aug 9, 2019
Vivaldi Asset Management LLC 40,000 $6,148k Jun 30, 2019 Aug 14, 2019
Bruderman Asset Management LLC 38,076 $5,921k Jun 30, 2019 Aug 12, 2019
Confluence Wealth Management LLC 37,316 $5,803k Jun 30, 2019 Aug 9, 2019
The RICE Partnership LLC 37,037 $5,759k Jun 30, 2019 Jul 25, 2019
New England Investment & Retirement Group Inc 36,138 $5,619k Jun 30, 2019 Jul 31, 2019
Wilshire Associates Incorporated 35,456 $5,513k Jun 30, 2019 Aug 14, 2019
STA Wealth Management LLC 34,962 $5,437k Jun 30, 2019 Aug 14, 2019
Mckinley Carter Wealth Services Inc 34,864 $5,421k Jun 30, 2019 Aug 2, 2019
Burleson & Company LLC 34,215 $5,279k Jun 30, 2019 Aug 5, 2019
Stordahl Capital Management Inc 32,841 $5,098k Jun 30, 2019 Jul 22, 2019
Folger Nolan Fleming Douglas Capital Management Inc 32,179 $5,004k Jun 30, 2019 Aug 9, 2019
Rossmore Private Capital LLC 31,728 $4,934k Jun 30, 2019 Aug 5, 2019
Makena Capital Management LLC 29,260 $4,932k Sep 30, 2018 Nov 13, 2018
Badgley Phelps and Bell Inc 31,603 $4,914k Jun 30, 2019 Jul 30, 2019
Ionic Capital Management LLC 31,159 $4,845k Jun 30, 2019 Aug 14, 2019
Lyell Wealth Management LP 31,026 $4,825k Jun 30, 2019 Aug 1, 2019
Tocqueville Asset Management LP 30,357 $4,721k Jun 30, 2019 Jul 31, 2019
MYDA Advisors LLC 30,000 $4,665k Jun 30, 2019 Aug 13, 2019
Basso Capital Management LP 30,000 $4,665k Call Jun 30, 2019 Aug 14, 2019
New England Private Wealth Advisors LLC 29,736 $4,624k Jun 30, 2019 Aug 8, 2019
Intercontinental Wealth Advisors LLC 28,215 $4,387k Jun 30, 2019 Aug 2, 2019
DAY & Ennis LLC 27,644 $4,299k Jun 30, 2019 Aug 2, 2019
Kayne Anderson Rudnick Investment Management LLC 27,574 $4,296k Jun 30, 2019 Aug 14, 2019
Hirtle Callaghan & Co LLC 27,505 $4,277k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 26,890 $4,182k Jun 30, 2019 Aug 12, 2019
Peak Asset Management LLC 26,805 $4,168k Jun 30, 2019 Aug 15, 2019
Kingfisher Capital LLC 26,231 $4,079k Jun 30, 2019 Aug 14, 2019
Meristem Family Wealth LLC 24,918 $3,875k Jun 30, 2019 Aug 6, 2019
CPWM LLC 24,852 $3,864k Jun 30, 2019 Aug 2, 2019
Wealth Advisors Group LLC 23,358 $3,632k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 23,358 $3,632k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 23,358 $3,632k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 23,358 $3,632k Jun 30, 2019 Aug 7, 2019
Dimension Capital Management LLC 22,607 $3,516k Jun 30, 2019 Aug 12, 2019
TIFF Advisory Services Inc 22,498 $3,498k Jun 30, 2019 Aug 12, 2019
Boston Research and Management Inc 22,210 $3,453k Jun 30, 2019 Aug 7, 2019
Vivaldi Capital Management LLC 21,731 $3,379k Jun 30, 2019 Aug 14, 2019
Whitnell & Co 21,485 $3,341k Jun 30, 2019 Jul 16, 2019
The Rikoon Group LLC 21,080 $3,278k Jun 30, 2019 Aug 6, 2019
van Hulzen Asset Management LLC 20,851 $3,242k Jun 30, 2019 Aug 8, 2019
Huntington Steele LLC 20,598 $3,127k Mar 31, 2018 Apr 18, 2018
Caxton Associates LP 20,000 $3,110k Put Jun 30, 2019 Aug 14, 2019
PAR Capital Management Inc 200 $3,110k Put Jun 30, 2019 Aug 14, 2019
Harvey Partners LLC 20,000 $3,110k Put Jun 30, 2019 Aug 27, 2019
The London Company of Virginia LLC 19,723 $3,067k Jun 30, 2019 Aug 14, 2019
Dearborn Capital Management LLC 18,055 $3,043k Sep 30, 2018 Nov 1, 2018
Evermay Wealth Management LLC 18,262 $2,840k Jun 30, 2019 Jul 23, 2019
Secrest Blakey & Associates LLC 18,237 $2,836k Jun 30, 2019 Aug 13, 2019
Atika Capital Management LLC 18,100 $2,814k Put Jun 30, 2019 Aug 12, 2019
Fernwood Investment Management LLC 17,800 $2,768k Jun 30, 2019 Aug 1, 2019
Acropolis Investment Management LLC 17,414 $2,708k Jun 30, 2019 Jul 11, 2019
Clifford SWAN Investment Counsel LLC 17,363 $2,700k Jun 30, 2019 Aug 13, 2019
Birch Hill Investment Advisors LLC 16,865 $2,622k Jun 30, 2019 Jul 22, 2019
The Mathes Company Inc 16,697 $2,596k Jun 30, 2019 Jul 29, 2019
Verger Capital Management LLC 16,678 $2,593k Jun 30, 2019 Jul 19, 2019
Carret Asset Management LLC 16,483 $2,563k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 22,009 $2,407k Sep 30, 2014 Nov 14, 2014
Starboard Value LP 2,190,000 $2,400k Put Jun 30, 2019 Aug 14, 2019
Cliffwater LLC 15,354 $2,388k Jun 30, 2019 Aug 13, 2019
Harbour Capital Advisors LLC 15,297 $2,379k Jun 30, 2019 Jul 10, 2019
Channing Capital Management LLC 15,000 $2,332k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 14,987 $2,330k Jun 30, 2019 Jul 11, 2019
Fluent Financial LLC 14,769 $2,297k Jun 30, 2019 Jul 29, 2019
EP Wealth Advisors LLC 14,634 $2,276k Jun 30, 2019 Aug 27, 2019
Choate Investment Advisors LLC 14,372 $2,235k Jun 30, 2019 Aug 14, 2019
Partners Capital Investment Group LLP 14,370 $2,235k Jun 30, 2019 Aug 12, 2019
Northcoast Asset Management LLC 14,264 $2,218k Jun 30, 2019 Aug 14, 2019
Stearns Financial Services Group Inc 14,155 $2,201k Jun 30, 2019 Aug 14, 2019
QUAD Capital Management Advisors LLC 14,000 $2,177k Jun 30, 2019 Aug 8, 2019
Phoenix Investment Adviser LLC 13,959 $2,171k Jun 30, 2019 Aug 12, 2019
Washington Capital Management Inc 13,865 $2,156k Jun 30, 2019 Aug 7, 2019
Granite Investment Advisors LLC 13,661 $2,124k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 13,661 $2,124k Jun 30, 2019 Jul 23, 2019
Bouchey Financial Group Ltd 13,500 $2,099k Jun 30, 2019 Jul 11, 2019
Midwest Professional Planners Ltd 13,272 $2,064k Jun 30, 2019 Aug 12, 2019
Addenda Capital Inc 13,240 $2,059k Jun 30, 2019 Jul 12, 2019
ST Johns Investment Management Company LLC 13,106 $2,038k Jun 30, 2019 Jul 24, 2019
Nicholas Hoffman & Company LLC 12,828 $1,995k Jun 30, 2019 Aug 12, 2019
Klingman and Associates LLC 12,720 $1,978k Jun 30, 2019 Jul 24, 2019
Fifth Third Securities Inc 12,667 $1,969k Jun 30, 2019 Jul 30, 2019
FORT Point Capital Partners LLC 12,664 $1,969k Jun 30, 2019 Aug 9, 2019
Abbot Financial Management Inc 12,395 $1,927k Jun 30, 2019 Aug 8, 2019
NTV Asset Management LLC 12,248 $1,905k Jun 30, 2019 Jul 29, 2019
LGL Partners LLC 11,968 $1,861k Jun 30, 2019 Aug 14, 2019
Sigfig Wealth Management LLC 11,634 $1,809k Jun 30, 2019 Aug 5, 2019
JAG Capital Management LLC 11,609 $1,805k Jun 30, 2019 Jul 22, 2019
Twin Focus Capital Partners LLC 11,434 $1,778k Jun 30, 2019 Aug 14, 2019
FORD Financial Group Inc 11,326 $1,761k Jun 30, 2019 Jul 25, 2019
Arlington Partners LLC 11,222 $1,745k Jun 30, 2019 Jul 10, 2019
Fundx Investment Group LLC 11,022 $1,714k Jun 30, 2019 Aug 5, 2019
Highland Private Wealth Management 11,005 $1,711k Jun 30, 2019 Aug 13, 2019
Independence Financial Advisors LLC 10,867 $1,690k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 10,867 $1,690k Jun 30, 2019 Aug 12, 2019
Sequoia Wealth Management LLC 10,969 $1,687k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 10,833 $1,685k Jun 30, 2019 Jul 25, 2019
Colonial Trust Advisors Inc 10,786 $1,677k Jun 30, 2019 Aug 21, 2019
ORCA Investment Management LLC 10,741 $1,670k Jun 30, 2019 Jul 17, 2019
Private Vista LLC 10,520 $1,636k Jun 30, 2019 Jul 19, 2019
Cavalier Investments LLC 10,211 $1,588k Jun 30, 2019 Jul 31, 2019
RKL Wealth Management LLC 9,946 $1,548k Jun 30, 2019 Aug 2, 2019
Shepherd Financial Partners LLC 9,812 $1,526k Jun 30, 2019 Aug 5, 2019
Fagan Associates Inc 9,816 $1,526k Jun 30, 2019 Jul 12, 2019
KARP Capital Management Corporation 9,708 $1,510k Jun 30, 2019 Aug 8, 2019
Financial Advisory Service Inc 9,612 $1,495k Jun 30, 2019 Jul 25, 2019
Front Barnett Associates LLC 9,437 $1,467k Jun 30, 2019 Aug 6, 2019
Aldebaran Financial Inc 9,117 $1,418k Jun 30, 2019 Aug 14, 2019
Chatham Capital Group Inc 9,115 $1,417k Jun 30, 2019 Jul 24, 2019
Prelude Capital Management LLC 9,000 $1,400k Call Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 8,818 $1,371k Jun 30, 2019 Aug 6, 2019
Tortoise Investment Management LLC 8,297 $1,290k Jun 30, 2019 Aug 7, 2019
Managed Account Services Inc 7,995 $1,253k Jun 30, 2019 Jul 15, 2019
KMS Financial Services Inc 11,207 $1,226k Sep 30, 2014 Nov 17, 2014
HM Capital Management LLC 7,722 $1,201k Jun 30, 2019 Jul 24, 2019
USA Financial Portformulas Corporation 7,817 $1,197k Jun 30, 2019 Aug 12, 2019
Cypress Capital Management LLC 7,469 $1,161k Jun 30, 2019 Aug 5, 2019
Quadrant Capital Management LLC 7,381 $1,148k Jun 30, 2019 Aug 8, 2019
COE Capital Management LLC 7,375 $1,147k Jun 30, 2019 Aug 14, 2019
Bigelow Investment Advisors LLC 7,307 $1,136k Jun 30, 2019 Jul 17, 2019
Alley Company LLC 7,160 $1,113k Jun 30, 2019 Jul 30, 2019
New England Asset Management Inc 7,065 $1,099k Jun 30, 2019 Aug 14, 2019
Cambridge Advisors Inc 7,052 $1,097k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 7,052 $1,097k Jun 30, 2019 Jul 26, 2019
Northstar Wealth Partners LLC 7,001 $1,089k Jun 30, 2019 Aug 15, 2019
Allen Investment Management LLC 6,985 $1,086k Jun 30, 2019 Aug 12, 2019
Cahaba Wealth Management Inc 6,980 $1,085k Jun 30, 2019 Jul 31, 2019
Vontobel Swiss Wealth Advisors AG 6,825 $1,061k Jun 30, 2019 Aug 12, 2019
Neumann Capital Management LLC 6,774 $1,053k Jun 30, 2019 Jul 25, 2019
West Coast Financial LLC 6,629 $1,031k Jun 30, 2019 Jul 16, 2019
ELM Advisors LLC 6,585 $1,024k Jun 30, 2019 Jul 3, 2019
Miles Capital Inc 6,570 $1,022k Jun 30, 2019 Aug 13, 2019
Access Financial Services Inc 6,505 $1,012k Jun 30, 2019 Jul 24, 2019
Alesco Advisors LLC 6,506 $1,012k Jun 30, 2019 Aug 14, 2019
Jackson Grant Investment Advisers Inc 6,450 $1,003k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 6,409 $997k Jun 30, 2019 Aug 14, 2019
Parthenon LLC 6,398 $995k Jun 30, 2019 Jul 29, 2019
The Family FIRM Inc 6,349 $987k Jun 30, 2019 Aug 6, 2019
Riverpoint Wealth Management Holdings LLC 6,310 $981k Jun 30, 2019 Aug 12, 2019
WSFS Capital Management LLC 6,299 $980k Jun 30, 2019 Aug 14, 2019
The Retirement Planning Group Inc 6,269 $975k Jun 30, 2019 Jul 25, 2019
Evensky & KATZ LLC 6,273 $960k Mar 31, 2019 Aug 6, 2019
Abbrea Capital LLC 6,121 $952k Jun 30, 2019 Jul 31, 2019
Landmark Financial Advisors LLC 6,097 $948k Jun 30, 2019 Aug 2, 2019
Birinyi Associates Inc 5,882 $915k Jun 30, 2019 Aug 5, 2019
Lyons Wealth Management LLC 5,824 $902k Jun 30, 2019 Aug 13, 2019
Sunbelt Securities Inc 5,591 $869k Jun 30, 2019 Aug 1, 2019
Stony Point Wealth Management Inc 5,581 $860k Jun 30, 2019 Jul 23, 2019
Bridgeworth LLC 5,500 $855k Jun 30, 2019 Jul 25, 2019
BEL AIR Investment Advisors LLC 8,011 $854k Sep 30, 2013 Nov 12, 2013
Hoylecohen LLC 5,491 $854k Jun 30, 2019 Aug 9, 2019
F3Logic LLC 5,347 $831k Jun 30, 2019 Aug 2, 2019
Bingham Osborn & Scarborough LLC 5,330 $829k Jun 30, 2019 Aug 2, 2019
Capital Planning Advisors LLC 5,285 $822k Jun 30, 2019 Aug 9, 2019
Aureus Asset Management LLC 5,148 $801k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 4,790 $745k Jun 30, 2019 Aug 13, 2019
Windsor Capital Management LLC 4,746 $738k Jun 30, 2019 Aug 2, 2019
Wealth Enhancement Advisory Services LLC 4,708 $735k Jun 30, 2019 Aug 2, 2019
Foundations Investment Advisors LLC 4,664 $729k Jun 30, 2019 Jul 8, 2019
Mccollum Christoferson Group LLC 4,367 $679k Jun 30, 2019 Jul 11, 2019
Elgethun Capital Management 4,318 $671k Jun 30, 2019 Aug 8, 2019
East Coast Asset Management LLC 4,283 $666k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 4,263 $663k Jun 30, 2019 Aug 6, 2019
Venturi Wealth Management LLC 4,247 $660k Jun 30, 2019 Aug 7, 2019
Jordan Park Group LLC 4,201 $653k Jun 30, 2019 Jul 22, 2019
Ballew Advisors Inc 4,189 $651k Jun 30, 2019 Jul 17, 2019
Strategic International Limited 4,044 $629k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 4,044 $629k Jun 30, 2019 Jul 29, 2019
Crossvault Capital Management LLC 3,957 $615k Jun 30, 2019 Jul 19, 2019
Stelac Advisory Services LLC 3,877 $603k Jun 30, 2019 Jul 29, 2019
Cooper/Haims Advisors LLC 3,873 $602k Jun 30, 2019 Jul 26, 2019
Wealth Alliance Advisory Group LLC 3,811 $592k Jun 30, 2019 Jul 17, 2019
Founders Financial Securities LLC 3,756 $584k Jun 30, 2019 Jul 22, 2019
Dimeo Schneider & Associates LLC 3,751 $583k Jun 30, 2019 Aug 13, 2019
Smith & Howard Wealth Management LLC 3,684 $573k Jun 30, 2019 Jul 23, 2019
Riverbridge Partners LLC 3,679 $572k Jun 30, 2019 Jul 10, 2019
Tiemann Investment Advisors LLC 3,673 $571k Jun 30, 2019 Aug 13, 2019
Summit Financial LLC 3,668 $570k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 3,668 $570k Jun 30, 2019 Jul 3, 2019
CAMG Solamere Management LLC 3,636 $565k Jun 30, 2019 Aug 13, 2019
Conservest Capital Advisors Inc 3,630 $564k Jun 30, 2019 Jul 10, 2019
Murphy Middleton Hinkle & Parker Inc 3,625 $564k Jun 30, 2019 Jul 15, 2019
Premier Asset Management LLC 3,634 $564k Jun 30, 2019 Aug 7, 2019
Mcguire Investment Group LLC 3,613 $562k Jun 30, 2019 Jul 25, 2019
Altfest L J & Co Inc 3,605 $561k Jun 30, 2019 Jul 15, 2019
Annex Advisory Services LLC 3,596 $559k Jun 30, 2019 Jul 18, 2019
Vista Private Wealth Partners LLC 3,657 $545k Jun 30, 2019 Aug 27, 2019
RAAB & Moskowitz Asset Management LLC 3,448 $536k Jun 30, 2019 Aug 9, 2019
American Investment Services Inc 3,417 $531k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 3,401 $529k Jun 30, 2019 Aug 5, 2019
American Financial Network Advisory Services LLC 3,381 $519k Jun 30, 2019 Aug 9, 2019
AFT Forsyth and Company Inc 3,295 $512k Jun 30, 2019 Jul 29, 2019
REDW Stanley Financial Advisors LLC 3,283 $510k Jun 30, 2019 Aug 9, 2019
Obermeyer WOOD Investment Counsel LLLP 3,259 $507k Jun 30, 2019 Aug 13, 2019
Poplar Forest Capital LLC 3,221 $501k Jun 30, 2019 Aug 2, 2019
Bigsur Wealth Management LLC 3,180 $496k Jun 30, 2019 Jul 5, 2019
Signet Financial Management LLC 3,062 $481k Jun 30, 2019 Aug 13, 2019
Financial Life Advisors LLC 3,085 $480k Jun 30, 2019 Jul 29, 2019
KWMG LLC 3,065 $477k Jun 30, 2019 Jul 10, 2019
Good Harbor Financial LLC 4,323 $472k Sep 30, 2015 Nov 13, 2015
Bristlecone Advisors LLC 2,995 $466k Jun 30, 2019 Jul 19, 2019
CIM LLC 2,967 $461k Jun 30, 2019 Jul 22, 2019
Valmark Advisers Inc 2,873 $447k Jun 30, 2019 Aug 7, 2019
Canal Capital Management LLC 2,798 $435k Jun 30, 2019 Jul 31, 2019
Eagle Global Advisors LLC 2,774 $431k Jun 30, 2019 Aug 13, 2019
Chilton Capital Management LLC 2,770 $431k Jun 30, 2019 Aug 13, 2019
Mengis Capital Management Inc 2,756 $428k Jun 30, 2019 Jul 18, 2019
Aries Wealth Management LLC 2,703 $424k Jun 30, 2019 Jul 15, 2019
Lexaurum Advisors LLC 2,729 $424k Jun 30, 2019 Jul 19, 2019
Carlson Capital Management LLC 2,706 $421k Jun 30, 2019 Jul 15, 2019
Lakeview Capital Partners LLC 2,688 $418k Jun 30, 2019 Aug 5, 2019
Perritt Capital Management Inc 2,676 $416k Jun 30, 2019 Aug 13, 2019
Interactive Financial Advisors Inc 2,632 $409k Jun 30, 2019 Jul 17, 2019
Wellesley Investment Partners LLC 2,616 $406k Jun 30, 2019 Aug 5, 2019
Biltmore Family Office LLC 2,610 $406k Jun 30, 2019 Jul 31, 2019
Huber Financial Advisors LLC 2,528 $393k Jun 30, 2019 Aug 5, 2019
Bluesky Wealth Advisors LLC 2,517 $391k Jun 30, 2019 Aug 5, 2019
Dupont Capital Management Corp 2,500 $389k Jun 30, 2019 Jul 30, 2019
Cheyne Capital Management UK LLP 712 $384k Put Jun 30, 2019 Aug 8, 2019
DB Root & Company LLC 2,468 $383k Jun 30, 2019 Jul 19, 2019
Madden Advisory Services Inc 2,400 $373k Jun 30, 2019 Jul 22, 2019
Keeley-Teton Advisors LLC 2,359 $367k Jun 30, 2019 Aug 12, 2019
Successful Portfolios LLC 2,350 $365k Jun 30, 2019 Jul 11, 2019
Harwood Advisory Group LLC 2,330 $362k Jun 30, 2019 Aug 7, 2019
Pictet North America Advisors SA 2,300 $358k Jun 30, 2019 Aug 7, 2019
Vista Investment Management LLC 2,263 $352k Jun 30, 2019 Aug 14, 2019
BTR Capital Management Inc 2,252 $350k Jun 30, 2019 Jul 18, 2019
Interocean Capital LLC 2,230 $347k Jun 30, 2019 Aug 13, 2019
Crabel Capital Management LLC 2,216 $345k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 2,208 $343k Jun 30, 2019 Aug 2, 2019
Modera Wealth Management LLC 2,171 $338k Jun 30, 2019 Aug 7, 2019
Harborview Advisors LLC 2,149 $334k Jun 30, 2019 Aug 7, 2019
Staley Capital Advisers Inc 2,110 $328k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 2,081 $324k Jun 30, 2019 Aug 8, 2019
Brightworth LLC 2,019 $314k Jun 30, 2019 Jul 31, 2019
Segment Wealth Management LLC 2,000 $311k Jun 30, 2019 Jul 29, 2019
Brickley Wealth Management 2,000 $311k Jun 30, 2019 Aug 9, 2019
Newfocus Financial Group LLC 1,993 $310k Jun 30, 2019 Jul 23, 2019
Carleon Capital Partners LLC 1,950 $303k Jun 30, 2019 Aug 13, 2019
Chesley TAFT & Associates LLC 1,924 $299k Jun 30, 2019 Jul 10, 2019
Mccutchen Group LLC 1,885 $293k Jun 30, 2019 Jul 25, 2019
Wiley Bros-Aintree Capital LLC 1,874 $291k Jun 30, 2019 Jul 10, 2019
Northstar Financial Advisors LLC 1,857 $289k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 1,857 $289k Jun 30, 2019 Jul 17, 2019
Spears Abacus Advisors LLC 1,830 $285k Jun 30, 2019 Aug 9, 2019
Cahill Financial Advisors Inc 1,819 $283k Jun 30, 2019 Aug 14, 2019
Northrock Partners LLC 1,738 $271k Jun 30, 2019 Aug 12, 2019
The Central Trust Bank 1,672 $260k Jun 30, 2019 Jul 16, 2019
Mirador Capital Partners LP 1,656 $258k Jun 30, 2019 Aug 6, 2019
Gradient Capital Advisors LLC 1,659 $258k Jun 30, 2019 Jul 16, 2019
PURE Financial Advisors Inc 1,636 $254k Jun 30, 2019 Jul 11, 2019
Baugh & Associates LLC 1,577 $245k Jun 30, 2019 Jul 23, 2019
HCR Wealth Advisors 1,552 $241k Jun 30, 2019 Jul 25, 2019
IRON Financial LLC 1,557 $238k Jun 30, 2019 Aug 2, 2019
Lenox Wealth Advisors LLC 1,529 $238k Jun 30, 2019 Jul 12, 2019
Blue CHIP Wealth Management Inc 1,503 $234k Jun 30, 2019 Aug 13, 2019
The Bollard Group LLC 1,477 $230k Jun 30, 2019 Aug 13, 2019
Howland Capital Management LLC 1,447 $225k Jun 30, 2019 Jul 17, 2019
Cobiz Wealth LLC 1,411 $219k Jun 30, 2019 Jul 8, 2019
and Wealth Partners LLC 1,411 $219k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 1,411 $219k Jun 30, 2019 Aug 6, 2019
BFSG LLC 1,376 $214k Jun 30, 2019 Jul 30, 2019
CWA Asset Management Group LLC 1,305 $203k Jun 30, 2019 Aug 13, 2019
Emerald Investment Partners LLC 1,301 $202k Jun 30, 2019 Aug 12, 2019
PURA VIDA Investments LLC 1,500 $175k Put Jun 30, 2019 Aug 14, 2019
First Manhattan Co 1,113 $173k Jun 30, 2019 Aug 16, 2019
Barrett Asset Management LLC 1,105 $172k Jun 30, 2019 Aug 5, 2019
Spiderrock Advisors LLC 18,100 $146k Call Jun 30, 2019 Jul 29, 2019
Armor Investment Advisors LLC 905 $141k Jun 30, 2019 Aug 13, 2019
Cedar Wealth Management LLC 905 $141k Jun 30, 2019 Jul 24, 2019
Armor Advisors LLC 905 $141k Jun 30, 2019 Aug 13, 2019
Baker Ellis Asset Management LLC 807 $125k Jun 30, 2019 Aug 12, 2019
Balter Liquid Alternatives LLC 1,057 $120k Put Jun 30, 2019 Jul 31, 2019
The Fiduciary Group LLC 774 $120k Jun 30, 2019 Aug 14, 2019
Venbio Select Advisor LLC 250,000 $110k Put Jun 30, 2019 Aug 14, 2019
Skylands Capital LLC 700 $109k Jun 30, 2019 Jul 29, 2019
Lejeune Puetz Investment Counsel 700 $109k Jun 30, 2019 Jul 29, 2019
Lucia Wealth Services LLC 689 $107k Jun 30, 2019 Jul 23, 2019
Duncker Streett & Co LLC 629 $98k Jun 30, 2019 Jul 24, 2019
Larson Financial Group LLC 380 $59k Jun 30, 2019 Jul 16, 2019
SYM Financial Corporation 373 $58k Jun 30, 2019 Jul 29, 2019
Arbor Wealth Management LLC 360 $56k Jun 30, 2019 Jul 16, 2019
Lifeplan Financial Group Inc 343 $53k Jun 30, 2019 Jul 15, 2019
Dividend Assets Capital LLC 200 $31k Jun 30, 2019 Jul 12, 2019
Family Management Corporation 168 $26k Jun 30, 2019 Aug 14, 2019
Capital Counsel LLC 147 $23k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 147 $23k Jun 30, 2019 Jul 26, 2019
Stewardship Advisors LLC 132 $21k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 132 $21k Jun 30, 2019 Aug 12, 2019
New Potomac Partners LLC 75 $12k Jun 30, 2019 Jul 26, 2019
RPG Investment Advisory LLC 57 $9k Jun 30, 2019 Jul 10, 2019
Tower VIEW Investment Management & Research LLC 15 $2k Jun 30, 2019 Jul 17, 2019
Transamerica Financial Advisors Inc 1 $1k Jun 30, 2019 Aug 21, 2019

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