ISHARES TR CORE S&P SCP ETF
(464287804)
Funds Reporting Holdings of ISHARES TR CORE S&P SCP ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| GS Investments Inc | 4,709 | $368,642k | Jun 30, 2019 | Aug 9, 2019 | |
| Valmark Advisers Inc | 3,271,852 | $256,121k | Jun 30, 2019 | Aug 7, 2019 | |
| Alesco Advisors LLC | 2,221,280 | $173,882k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverfront Investment Group LLC | 1,119,214 | $87,612k | Jun 30, 2019 | Jul 24, 2019 | |
| Cambridge Investment Research Advisors Inc | 737,709 | $57,748k | Jun 30, 2019 | Aug 15, 2019 | |
| Stadion Money Management LLC | 688,412 | $53,889k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Vista LLC | 678,744 | $53,143k | Jun 30, 2019 | Jul 19, 2019 | |
| Legacy Wealth Management Inc | 620,789 | $48,596k | Jun 30, 2019 | Jul 17, 2019 | |
| Legacy Wealth Management LLC | 620,789 | $48,596k | Jun 30, 2019 | Jul 17, 2019 | |
| Crestwood Advisors Group LLC | 612,412 | $47,940k | Jun 30, 2019 | Aug 14, 2019 | |
| Kynikos Associates LP | 592,390 | $46,372k | Jun 30, 2019 | Aug 14, 2019 | |
| Bronfman EL Rothschild LP | 585,293 | $45,817k | Jun 30, 2019 | Aug 12, 2019 | |
| West Coast Financial LLC | 580,234 | $45,421k | Jun 30, 2019 | Jul 16, 2019 | |
| Sigma Investment Counselors Inc | 569,807 | $44,604k | Jun 30, 2019 | Jul 23, 2019 | |
| Accredited Investors Inc | 556,868 | $43,592k | Jun 30, 2019 | Aug 13, 2019 | |
| Sigfig Wealth Management LLC | 514,171 | $40,249k | Jun 30, 2019 | Aug 5, 2019 | |
| Quattro Advisors LLC | 500 | $38,758k | Jun 30, 2019 | Jul 26, 2019 | |
| Quattro Financial Advisors LLC | 500 | $38,758k | Jun 30, 2019 | Jul 26, 2019 | |
| Acropolis Investment Management LLC | 470,835 | $36,857k | Jun 30, 2019 | Jul 11, 2019 | |
| Beacon Investment Advisory Services Inc | 465,758 | $36,460k | Jun 30, 2019 | Aug 7, 2019 | |
| Choate Investment Advisors LLC | 464,085 | $36,329k | Jun 30, 2019 | Aug 14, 2019 | |
| LVZ Advisors | 461,792 | $36,150k | Jun 30, 2019 | Jul 19, 2019 | |
| Chesley TAFT & Associates LLC | 427,745 | $33,484k | Jun 30, 2019 | Jul 10, 2019 | |
| Mckinley Carter Wealth Services Inc | 390,597 | $30,576k | Jun 30, 2019 | Aug 2, 2019 | |
| Annex Advisory Services LLC | 352,157 | $27,567k | Jun 30, 2019 | Jul 18, 2019 | |
| Twele Capital Management Inc | 337,633 | $26,430k | Jun 30, 2019 | Jul 18, 2019 | |
| Connecticut Wealth Management LLC | 334,051 | $26,149k | Jun 30, 2019 | Jul 29, 2019 | |
| Meristem Family Wealth LLC | 320,381 | $25,079k | Jun 30, 2019 | Aug 6, 2019 | |
| Spearhead Capital Advisors LLC | 297,443 | $23,284k | Jun 30, 2019 | Jul 17, 2019 | |
| Cobiz Wealth LLC | 271,506 | $21,253k | Jun 30, 2019 | Jul 8, 2019 | |
| Polaris Greystone Financial Group LLC | 270,659 | $21,231k | Jun 30, 2019 | Jul 25, 2019 | |
| FFT Wealth Management LLC | 257,454 | $20,154k | Jun 30, 2019 | Aug 14, 2019 | |
| LGL Partners LLC | 247,843 | $19,401k | Jun 30, 2019 | Aug 14, 2019 | |
| Vision Capital Management Inc | 245,460 | $19,215k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 245,460 | $19,215k | Jun 30, 2019 | Jul 29, 2019 | |
| Good Life Advisors LLC | 233,797 | $18,305k | Jun 30, 2019 | Aug 6, 2019 | |
| Conservest Capital Advisors Inc | 224,785 | $17,596k | Jun 30, 2019 | Jul 10, 2019 | |
| Vestor Capital LLC | 224,217 | $17,552k | Jun 30, 2019 | Aug 6, 2019 | |
| Wallington Asset Management LLC | 212,951 | $16,670k | Jun 30, 2019 | Aug 13, 2019 | |
| Cahaba Wealth Management Inc | 195,091 | $15,271k | Jun 30, 2019 | Jul 31, 2019 | |
| Cornerstone Advisory LLC | 194,154 | $15,198k | Jun 30, 2019 | Aug 8, 2019 | |
| Altium Wealth Management LLC | 190,607 | $14,921k | Jun 30, 2019 | Jul 18, 2019 | |
| Founders Financial Securities LLC | 188,948 | $14,791k | Jun 30, 2019 | Jul 22, 2019 | |
| Stewardship Financial Advisors LLC | 183,038 | $14,328k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 183,038 | $14,328k | Jun 30, 2019 | Aug 12, 2019 | |
| Stratford Consulting LLC | 174,973 | $13,697k | Jun 30, 2019 | Aug 2, 2019 | |
| Shoker Investment Counsel Inc | 165,054 | $12,920k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial Strategies Inc | 164,424 | $12,871k | Jun 30, 2019 | Aug 8, 2019 | |
| Affiance Financial LLC | 164,105 | $12,846k | Jun 30, 2019 | Jul 11, 2019 | |
| Horan Securities Inc | 163,293 | $12,783k | Jun 30, 2019 | Jul 24, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 162,227 | $12,699k | Jun 30, 2019 | Aug 6, 2019 | |
| Evermay Wealth Management LLC | 158,542 | $12,411k | Jun 30, 2019 | Jul 23, 2019 | |
| RKL Wealth Management LLC | 155,568 | $12,176k | Jun 30, 2019 | Aug 2, 2019 | |
| Capital Planning Advisors LLC | 154,186 | $12,070k | Jun 30, 2019 | Aug 9, 2019 | |
| Rezny Wealth Management Inc | 144,573 | $11,317k | Jun 30, 2019 | Jul 24, 2019 | |
| Nottingham Advisors Inc | 143,190 | $11,195k | Jun 30, 2019 | Jul 17, 2019 | |
| Klingman and Associates LLC | 138,307 | $10,827k | Jun 30, 2019 | Jul 24, 2019 | |
| HIGH Falls Advisors Inc | 131,494 | $10,293k | Jun 30, 2019 | Aug 15, 2019 | |
| The Relaxing Retirement Coach Inc | 130,746 | $10,241k | Jun 30, 2019 | Aug 5, 2019 | |
| Futureadvisor Inc | 91,819 | $9,785k | Sep 30, 2015 | Nov 17, 2015 | |
| Summit Asset Management LLC | 123,756 | $9,688k | Jun 30, 2019 | Aug 7, 2019 | |
| Cfo4Life Group LLC | 122,546 | $9,593k | Jun 30, 2019 | Jul 29, 2019 | |
| Neumann Capital Management LLC | 117,361 | $9,187k | Jun 30, 2019 | Jul 25, 2019 | |
| Adviceperiod LLC | 110,172 | $8,624k | Jun 30, 2019 | Jul 22, 2019 | |
| RE Advisers Corporation | 110,000 | $8,611k | Jun 30, 2019 | Aug 12, 2019 | |
| Exchange Capital Management Inc | 109,665 | $8,585k | Jun 30, 2019 | Jul 22, 2019 | |
| Avondale Wealth Management LLC | 100,756 | $7,887k | Jun 30, 2019 | Jul 26, 2019 | |
| Middleton & Company Inc | 98,209 | $7,688k | Jun 30, 2019 | Jul 25, 2019 | |
| Cougar Global Investments Limited | 97,584 | $7,639k | Jun 30, 2019 | Jul 15, 2019 | |
| Torch Wealth Management LLC | 96,820 | $7,579k | Jun 30, 2019 | Aug 2, 2019 | |
| F3Logic LLC | 97,159 | $7,563k | Jun 30, 2019 | Aug 2, 2019 | |
| Legacy Financial Strategies LLC | 95,344 | $7,403k | Jun 30, 2019 | Jul 15, 2019 | |
| Tortoise Investment Management LLC | 93,313 | $7,305k | Jun 30, 2019 | Aug 7, 2019 | |
| GHP Investment Advisors Inc | 93,166 | $7,293k | Jun 30, 2019 | Aug 2, 2019 | |
| Marietta Wealth Management LLC | 91,538 | $7,166k | Jun 30, 2019 | Aug 14, 2019 | |
| BFSG LLC | 91,381 | $7,153k | Jun 30, 2019 | Jul 30, 2019 | |
| Traynor Capital Management Inc | 90,484 | $7,097k | Jun 30, 2019 | Jul 26, 2019 | |
| EP Wealth Advisors LLC | 88,731 | $6,946k | Jun 30, 2019 | Aug 27, 2019 | |
| Wealth Enhancement Advisory Services LLC | 88,074 | $6,935k | Jun 30, 2019 | Aug 2, 2019 | |
| Transamerica Financial Advisors Inc | 87,494 | $6,849k | Jun 30, 2019 | Aug 21, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 86,323 | $6,757k | Jun 30, 2019 | Jul 10, 2019 | |
| Condor Capital Management | 86,176 | $6,746k | Jun 30, 2019 | Aug 5, 2019 | |
| Highland Private Wealth Management | 80,739 | $6,320k | Jun 30, 2019 | Aug 13, 2019 | |
| Kelman Lazarov Inc | 77,865 | $6,095k | Jun 30, 2019 | Jul 22, 2019 | |
| The O'Dell Group LLC | 77,830 | $6,093k | Jun 30, 2019 | Jul 24, 2019 | |
| Private Wealth Advisors Inc | 77,561 | $6,071k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 77,561 | $6,071k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 77,561 | $6,071k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 77,561 | $6,071k | Jun 30, 2019 | Aug 7, 2019 | |
| Crescent Grove Advisors LLC | 73,653 | $5,766k | Jun 30, 2019 | Aug 6, 2019 | |
| Athena Capital Advisors LLC | 72,667 | $5,688k | Jun 30, 2019 | Aug 9, 2019 | |
| Phillips Financial Management LLC | 71,211 | $5,586k | Jun 30, 2019 | Aug 6, 2019 | |
| HUGH Johnson Advisors LLC | 67,598 | $5,292k | Jun 30, 2019 | Aug 6, 2019 | |
| Stone House Investment Management LLC | 67,197 | $5,260k | Jun 30, 2019 | Jul 9, 2019 | |
| Fifth Third Securities Inc | 66,957 | $5,241k | Jun 30, 2019 | Jul 30, 2019 | |
| Summit Financial Wealth Advisors LLC | 66,875 | $5,235k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 66,875 | $5,235k | Jun 30, 2019 | Jul 16, 2019 | |
| CAMG Solamere Management LLC | 66,584 | $5,216k | Jun 30, 2019 | Aug 13, 2019 | |
| LBMC Investment Advisors LLC | 66,615 | $5,215k | Jun 30, 2019 | Jul 18, 2019 | |
| Boston Research and Management Inc | 64,881 | $5,078k | Jun 30, 2019 | Aug 7, 2019 | |
| Biltmore Family Office LLC | 63,782 | $4,993k | Jun 30, 2019 | Jul 31, 2019 | |
| Minichmacgregor Wealth Management LLC | 63,396 | $4,972k | Jun 30, 2019 | Aug 5, 2019 | |
| Windsor Capital Management LLC | 63,287 | $4,954k | Jun 30, 2019 | Aug 2, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 62,910 | $4,925k | Jun 30, 2019 | Aug 12, 2019 | |
| Advisory Alpha LLC | 59,294 | $4,582k | Jun 30, 2019 | Aug 16, 2019 | |
| ELM Advisors LLC | 58,319 | $4,565k | Jun 30, 2019 | Jul 3, 2019 | |
| Leonetti & Associates LLC | 64,698 | $4,485k | Dec 31, 2018 | Feb 19, 2019 | |
| Abbrea Capital LLC | 57,118 | $4,471k | Jun 30, 2019 | Jul 31, 2019 | |
| Madden Advisory Services Inc | 57,003 | $4,462k | Jun 30, 2019 | Jul 22, 2019 | |
| Stokes & Hubbell Capital Management LLC | 57,028 | $4,400k | Mar 31, 2019 | Apr 24, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 55,469 | $4,342k | Jun 30, 2019 | Jul 25, 2019 | |
| Nikulski Financial Inc | 55,649 | $4,303k | Jun 30, 2019 | Jul 22, 2019 | |
| Estate Counselors LLC | 54,430 | $4,261k | Jun 30, 2019 | Aug 7, 2019 | |
| North American Management Corp | 53,907 | $4,220k | Jun 30, 2019 | Jul 30, 2019 | |
| Lehman Financial Resources Inc | 47,878 | $4,176k | Sep 30, 2018 | Nov 14, 2018 | |
| The Roosevelt Investment Group Inc | 52,849 | $4,137k | Jun 30, 2019 | Aug 8, 2019 | |
| Bluesky Wealth Advisors LLC | 52,642 | $4,121k | Jun 30, 2019 | Aug 5, 2019 | |
| Peak Financial Management Inc | 50,361 | $3,942k | Jun 30, 2019 | Aug 1, 2019 | |
| Moneywise Inc | 45,717 | $3,579k | Jun 30, 2019 | Jul 17, 2019 | |
| Capital Wealth Management LLC | 45,475 | $3,559k | Jun 30, 2019 | Aug 12, 2019 | |
| Rossmore Private Capital LLC | 43,141 | $3,469k | Jun 30, 2019 | Aug 5, 2019 | |
| Ballew Advisors Inc | 44,386 | $3,455k | Jun 30, 2019 | Jul 17, 2019 | |
| Birch Hill Investment Advisors LLC | 44,050 | $3,448k | Jun 30, 2019 | Jul 22, 2019 | |
| Steigerwald Gordon & KOCH Inc | 43,191 | $3,381k | Jun 30, 2019 | Jul 15, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 43,006 | $3,366k | Jun 30, 2019 | Aug 13, 2019 | |
| Canal Capital Management LLC | 42,750 | $3,346k | Jun 30, 2019 | Jul 31, 2019 | |
| RDL Financial Inc | 42,133 | $3,298k | Jun 30, 2019 | Jul 17, 2019 | |
| Telos Capital Management Inc | 41,854 | $3,276k | Jun 30, 2019 | Jul 19, 2019 | |
| KWMG LLC | 40,347 | $3,158k | Jun 30, 2019 | Jul 10, 2019 | |
| Asset Planning Services Inc | 40,313 | $3,156k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 40,313 | $3,156k | Jun 30, 2019 | Jul 17, 2019 | |
| Stokes Capital Advisors LLC | 40,147 | $3,143k | Jun 30, 2019 | Jul 15, 2019 | |
| Armbruster Capital Management Inc | 38,669 | $3,027k | Jun 30, 2019 | Jul 18, 2019 | |
| Triangle Securities Wealth Management | 38,079 | $2,967k | Jun 30, 2019 | Jul 10, 2019 | |
| KMS Financial Services Inc | 27,913 | $2,911k | Sep 30, 2014 | Nov 17, 2014 | |
| The Fiduciary Group LLC | 36,961 | $2,893k | Jun 30, 2019 | Aug 14, 2019 | |
| Vista Private Wealth Partners LLC | 37,096 | $2,813k | Jun 30, 2019 | Aug 27, 2019 | |
| Merriman Wealth Management LLC | 3,553 | $2,787k | Jun 30, 2019 | Jul 31, 2019 | |
| Alley Company LLC | 35,502 | $2,779k | Jun 30, 2019 | Jul 30, 2019 | |
| WELA Strategies Inc | 35,316 | $2,765k | Jun 30, 2019 | Jul 18, 2019 | |
| Mcguire Investment Group LLC | 34,789 | $2,723k | Jun 30, 2019 | Jul 25, 2019 | |
| Clear Perspective Advisors LLC | 34,173 | $2,675k | Jun 30, 2019 | Aug 12, 2019 | |
| Premise Capital LLC | 33,129 | $2,593k | Jun 30, 2019 | Aug 13, 2019 | |
| Blue CHIP Wealth Management Inc | 32,966 | $2,581k | Jun 30, 2019 | Aug 13, 2019 | |
| Southeast Asset Advisors Inc | 32,340 | $2,532k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Life Advisors LLC | 32,278 | $2,527k | Jun 30, 2019 | Jul 29, 2019 | |
| First Manhattan Co | 31,983 | $2,503k | Jun 30, 2019 | Aug 16, 2019 | |
| Parsec Financial Management Inc | 31,517 | $2,467k | Jun 30, 2019 | Jul 23, 2019 | |
| Private Asset Management Inc | 31,446 | $2,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 31,446 | $2,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 31,446 | $2,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 31,446 | $2,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 31,446 | $2,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 31,446 | $2,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Donald L Hagan LLC | 31,288 | $2,449k | Jun 30, 2019 | Jul 18, 2019 | |
| AFT Forsyth and Company Inc | 30,895 | $2,418k | Jun 30, 2019 | Jul 29, 2019 | |
| Wrapmanager Inc | 29,353 | $2,298k | Jun 30, 2019 | Jul 31, 2019 | |
| The Family FIRM Inc | 29,078 | $2,276k | Jun 30, 2019 | Aug 6, 2019 | |
| Managed Account Services Inc | 28,095 | $2,212k | Jun 30, 2019 | Jul 15, 2019 | |
| Clifford SWAN Investment Counsel LLC | 28,130 | $2,202k | Jun 30, 2019 | Aug 13, 2019 | |
| GFS Advisors LLC | 27,860 | $2,181k | Jun 30, 2019 | Aug 1, 2019 | |
| Signature Estate & Investment Advisors LLC | 27,100 | $2,121k | Jun 30, 2019 | Aug 1, 2019 | |
| SWS Partners LLC | 26,858 | $2,081k | Jun 30, 2019 | Aug 13, 2019 | |
| Ironwood Wealth Management LLC | 25,322 | $1,982k | Jun 30, 2019 | Aug 14, 2019 | |
| Total Investment Management Inc | 25,971 | $1,968k | Jun 30, 2019 | Aug 7, 2019 | |
| Total Management Group Inc | 25,971 | $1,968k | Jun 30, 2019 | Aug 7, 2019 | |
| The WEIL Company | 24,862 | $1,946k | Jun 30, 2019 | Aug 12, 2019 | |
| New England Asset Management Inc | 24,490 | $1,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Baldwin Investment Management LLC | 24,205 | $1,895k | Jun 30, 2019 | Aug 6, 2019 | |
| Wakefield Asset Management LLLP | 23,950 | $1,875k | Jun 30, 2019 | Aug 13, 2019 | |
| Round Table Services LLC | 23,871 | $1,869k | Jun 30, 2019 | Jul 17, 2019 | |
| Cambridge Advisors Inc | 23,610 | $1,848k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 23,610 | $1,848k | Jun 30, 2019 | Jul 26, 2019 | |
| Financial Advisory Service Inc | 23,601 | $1,848k | Jun 30, 2019 | Jul 25, 2019 | |
| Twin Focus Capital Partners LLC | 23,352 | $1,828k | Jun 30, 2019 | Aug 14, 2019 | |
| Emerald Investment Partners LLC | 23,185 | $1,815k | Jun 30, 2019 | Aug 12, 2019 | |
| Vista Investment Management LLC | 22,891 | $1,792k | Jun 30, 2019 | Aug 14, 2019 | |
| Foundations Investment Advisors LLC | 22,488 | $1,764k | Jun 30, 2019 | Jul 8, 2019 | |
| Parthenon LLC | 21,975 | $1,720k | Jun 30, 2019 | Jul 29, 2019 | |
| Cardan Capital Partners LLC | 21,365 | $1,672k | Jun 30, 2019 | Jul 16, 2019 | |
| Cornell Pochily Investment Advisors Inc | 20,862 | $1,633k | Jun 30, 2019 | Jul 22, 2019 | |
| Hoylecohen LLC | 20,831 | $1,631k | Jun 30, 2019 | Aug 9, 2019 | |
| Family Management Corporation | 20,762 | $1,625k | Jun 30, 2019 | Aug 14, 2019 | |
| Brasada Capital Management LP | 20,386 | $1,599k | Jun 30, 2019 | Aug 7, 2019 | |
| The Retirement Planning Group Inc | 20,409 | $1,598k | Jun 30, 2019 | Jul 25, 2019 | |
| Crow Point Partners LLC | 20,416 | $1,598k | Jun 30, 2019 | Aug 14, 2019 | |
| SPC Financial Inc | 20,399 | $1,597k | Jun 30, 2019 | Aug 1, 2019 | |
| Peterson Wealth Advisors LLC | 19,611 | $1,535k | Jun 30, 2019 | Jul 15, 2019 | |
| Lyell Wealth Management LP | 19,285 | $1,510k | Jun 30, 2019 | Aug 1, 2019 | |
| Janney Capital Management LLC | 18,568 | $1,454k | Jun 30, 2019 | Jul 29, 2019 | |
| Lejeune Puetz Investment Counsel | 18,427 | $1,442k | Jun 30, 2019 | Jul 29, 2019 | |
| Bigelow Investment Advisors LLC | 18,151 | $1,421k | Jun 30, 2019 | Jul 17, 2019 | |
| Premier Asset Management LLC | 17,719 | $1,387k | Jun 30, 2019 | Aug 7, 2019 | |
| Bristlecone Advisors LLC | 17,627 | $1,380k | Jun 30, 2019 | Jul 19, 2019 | |
| Cahill Financial Advisors Inc | 17,594 | $1,378k | Jun 30, 2019 | Aug 14, 2019 | |
| Patton Albertson Miller Group LLC | 17,976 | $1,377k | Jun 30, 2019 | Aug 12, 2019 | |
| Staley Capital Advisers Inc | 16,685 | $1,306k | Jun 30, 2019 | Aug 9, 2019 | |
| Port Capital LLC | 16,211 | $1,269k | Jun 30, 2019 | Aug 14, 2019 | |
| Bingham Osborn & Scarborough LLC | 15,052 | $1,178k | Jun 30, 2019 | Aug 2, 2019 | |
| Vivaldi Capital Management LLC | 15,020 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
| Bridgecreek Investment Management LLC | 14,750 | $1,155k | Jun 30, 2019 | Aug 14, 2019 | |
| Lifeplan Financial Group Inc | 14,580 | $1,141k | Jun 30, 2019 | Jul 15, 2019 | |
| Oliver Luxxe Assets LLC | 14,540 | $1,133k | Jun 30, 2019 | Jul 10, 2019 | |
| Gilbert & COOK Inc | 14,169 | $1,109k | Jun 30, 2019 | Aug 5, 2019 | |
| Cypress Wealth Services LLC | 13,975 | $1,094k | Jun 30, 2019 | Jul 24, 2019 | |
| Aspiriant LLC | 13,370 | $1,047k | Jun 30, 2019 | Aug 6, 2019 | |
| Tiemann Investment Advisors LLC | 12,749 | $998k | Jun 30, 2019 | Aug 13, 2019 | |
| DB Root & Company LLC | 11,898 | $931k | Jun 30, 2019 | Jul 19, 2019 | |
| Meridian Investment Counsel Inc | 11,432 | $895k | Jun 30, 2019 | Aug 13, 2019 | |
| The Genwealth Group Inc | 11,372 | $886k | Jun 30, 2019 | Jul 10, 2019 | |
| Green Square Capital LLC | 11,059 | $866k | Jun 30, 2019 | Aug 14, 2019 | |
| Front Barnett Associates LLC | 10,669 | $835k | Jun 30, 2019 | Aug 6, 2019 | |
| Plancorp LLC | 10,421 | $816k | Jun 30, 2019 | Aug 13, 2019 | |
| Pinnacle Family Advisors LLC | 10,203 | $799k | Jun 30, 2019 | Aug 14, 2019 | |
| Dimension Capital Management LLC | 10,000 | $783k | Jun 30, 2019 | Aug 12, 2019 | |
| Andesa Financial Management Inc | 9,872 | $774k | Jun 30, 2019 | Jul 30, 2019 | |
| Paulson Wealth Management Inc | 9,900 | $771k | Jun 30, 2019 | Jul 30, 2019 | |
| Planning Directions Inc | 9,782 | $766k | Jun 30, 2019 | Jul 15, 2019 | |
| Overbrook Management Corporation | 9,768 | $765k | Jun 30, 2019 | Aug 13, 2019 | |
| DAY & Ennis LLC | 9,609 | $752k | Jun 30, 2019 | Aug 2, 2019 | |
| JMG Financial Group Ltd | 9,304 | $728k | Jun 30, 2019 | Aug 2, 2019 | |
| Cadinha & Co LLC | 9,234 | $723k | Jun 30, 2019 | Aug 9, 2019 | |
| Strategic Financial Group LLC | 8,877 | $695k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 8,877 | $695k | Jun 30, 2019 | Jul 29, 2019 | |
| Venturi Wealth Management LLC | 8,821 | $690k | Jun 30, 2019 | Aug 7, 2019 | |
| Lakeview Capital Partners LLC | 8,757 | $685k | Jun 30, 2019 | Aug 5, 2019 | |
| Haverford Financial Services Inc | 8,655 | $678k | Jun 30, 2019 | Aug 13, 2019 | |
| Brookmont Capital Management LLC | 8,487 | $664k | Jun 30, 2019 | Jul 18, 2019 | |
| Stelac Advisory Services LLC | 8,351 | $654k | Jun 30, 2019 | Jul 29, 2019 | |
| Northrock Partners LLC | 8,332 | $652k | Jun 30, 2019 | Aug 12, 2019 | |
| Ancora Family Wealth Advisors LLC | 5,119 | $636k | Sep 30, 2016 | Nov 4, 2016 | |
| Sequoia Wealth Management LLC | 8,225 | $635k | Jun 30, 2019 | Aug 6, 2019 | |
| Intersect Capital LLC | 8,054 | $630k | Jun 30, 2019 | Aug 9, 2019 | |
| Sonata Capital Group Inc | 7,983 | $625k | Jun 30, 2019 | Aug 5, 2019 | |
| Huntington Steele LLC | 8,041 | $619k | Mar 31, 2018 | Apr 18, 2018 | |
| Murphy Middleton Hinkle & Parker Inc | 7,880 | $617k | Jun 30, 2019 | Jul 15, 2019 | |
| Cypress Capital Management LLC | 7,826 | $613k | Jun 30, 2019 | Aug 5, 2019 | |
| Gradient Capital Advisors LLC | 7,749 | $607k | Jun 30, 2019 | Jul 16, 2019 | |
| Peak Asset Management LLC | 7,647 | $599k | Jun 30, 2019 | Aug 15, 2019 | |
| Oak Asset Management LLC | 7,705 | $595k | Jun 30, 2019 | Jul 25, 2019 | |
| Stony Point Wealth Management Inc | 7,604 | $588k | Jun 30, 2019 | Jul 23, 2019 | |
| Gainplan LLC | 7,420 | $581k | Jun 30, 2019 | Aug 7, 2019 | |
| Wooster Corthell Wealth Management Inc | 7,398 | $579k | Jun 30, 2019 | Jul 31, 2019 | |
| Waters Parkerson & Co LLC | 7,313 | $572k | Jun 30, 2019 | Aug 6, 2019 | |
| PURE Financial Advisors Inc | 7,293 | $571k | Jun 30, 2019 | Jul 11, 2019 | |
| Goldstein Munger + Associates | 7,106 | $556k | Jun 30, 2019 | Aug 2, 2019 | |
| Signature Financial Management Inc | 7,992 | $554k | Dec 31, 2018 | Feb 13, 2019 | |
| Financial Engines Advisors LLC | 6,995 | $547k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial Group Inc | 6,985 | $547k | Jun 30, 2019 | Jul 3, 2019 | |
| American Financial Network Advisory Services LLC | 7,082 | $547k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial LLC | 6,985 | $547k | Jun 30, 2019 | Jul 3, 2019 | |
| Lincoln Capital Corporation | 6,880 | $539k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital LLC | 6,880 | $539k | Jun 30, 2019 | Jul 12, 2019 | |
| Perritt Capital Management Inc | 6,855 | $537k | Jun 30, 2019 | Aug 13, 2019 | |
| Modera Wealth Management LLC | 6,865 | $537k | Jun 30, 2019 | Aug 7, 2019 | |
| Arlington Partners LLC | 6,777 | $531k | Jun 30, 2019 | Jul 10, 2019 | |
| Tufton Capital Management LLC | 6,703 | $524k | Jun 30, 2019 | Jul 26, 2019 | |
| Harvest Capital Management Inc | 6,641 | $519k | Jun 30, 2019 | Aug 7, 2019 | |
| Omnistar Financial Group Inc | 6,472 | $507k | Jun 30, 2019 | Jul 30, 2019 | |
| Mcrae Capital Management Inc | 6,267 | $491k | Jun 30, 2019 | Jul 29, 2019 | |
| FORT Point Capital Partners LLC | 6,181 | $484k | Jun 30, 2019 | Aug 9, 2019 | |
| Coyle Financial Counsel LLC | 6,116 | $479k | Jun 30, 2019 | Aug 13, 2019 | |
| Stanley-Laman Group Ltd | 6,015 | $471k | Jun 30, 2019 | Aug 1, 2019 | |
| Duncker Streett & Co LLC | 5,858 | $459k | Jun 30, 2019 | Jul 24, 2019 | |
| Horizon Investment Services LLC | 5,838 | $457k | Jun 30, 2019 | Aug 13, 2019 | |
| Horizon Financial Services LLC | 5,838 | $457k | Jun 30, 2019 | Aug 13, 2019 | |
| Oarsman Capital Inc | 5,743 | $450k | Jun 30, 2019 | Aug 13, 2019 | |
| Probity Advisors Inc | 5,358 | $419k | Jun 30, 2019 | Aug 8, 2019 | |
| BSW Wealth Partners LLC | 5,184 | $406k | Jun 30, 2019 | Aug 13, 2019 | |
| Northstar Wealth Partners LLC | 4,992 | $391k | Jun 30, 2019 | Aug 15, 2019 | |
| Wilshire Associates Incorporated | 4,935 | $386k | Jun 30, 2019 | Aug 14, 2019 | |
| Sunbelt Securities Inc | 4,907 | $384k | Jun 30, 2019 | Aug 1, 2019 | |
| Epstein and White Financial LLC | 4,921 | $384k | Jun 30, 2019 | Jul 19, 2019 | |
| Ballast Inc | 4,810 | $376k | Jun 30, 2019 | Jul 26, 2019 | |
| Mitchell Capital Management Co | 4,760 | $373k | Jun 30, 2019 | Jul 24, 2019 | |
| Interocean Capital LLC | 4,700 | $368k | Jun 30, 2019 | Aug 13, 2019 | |
| Mountain Capital Investment Advisors Inc | 4,643 | $355k | Jun 30, 2019 | Aug 14, 2019 | |
| Northwest Wealth Management LLC | 4,475 | $350k | Jun 30, 2019 | Jul 23, 2019 | |
| New England Investment & Retirement Group Inc | 4,442 | $348k | Jun 30, 2019 | Jul 31, 2019 | |
| Leicht Financial Planning and Wealth Management Inc | 4,427 | $347k | Jun 30, 2019 | Aug 2, 2019 | |
| Mirador Capital Partners LP | 4,325 | $339k | Jun 30, 2019 | Aug 6, 2019 | |
| Barber Financial Group | 4,284 | $335k | Jun 30, 2019 | Aug 9, 2019 | |
| Alphastar Capital Management LLC | 4,258 | $333k | Jun 30, 2019 | Aug 14, 2019 | |
| COE Capital Management LLC | 4,220 | $330k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Advisors LLC | 4,192 | $328k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 4,192 | $328k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 4,192 | $328k | Jun 30, 2019 | Jul 22, 2019 | |
| IMS Capital Management Inc | 4,081 | $319k | Jun 30, 2019 | Aug 14, 2019 | |
| Kingfisher Capital LLC | 4,067 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Measured Wealth Private Client Group LLC | 4,045 | $317k | Jun 30, 2019 | Jul 26, 2019 | |
| First Wilshire Securities Management Inc | 4,000 | $313k | Jun 30, 2019 | Aug 14, 2019 | |
| Spectrum Management Group Inc | 3,988 | $312k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 3,988 | $312k | Jun 30, 2019 | Aug 2, 2019 | |
| Woodstock Corporation | 3,959 | $310k | Jun 30, 2019 | Jul 3, 2019 | |
| Alexandria Capital LLC | 3,936 | $308k | Jun 30, 2019 | Aug 12, 2019 | |
| Lourd Capital LLC | 3,902 | $305k | Jun 30, 2019 | Jul 11, 2019 | |
| Vishria BIRD Financial Group LLC | 3,885 | $304k | Jun 30, 2019 | Jul 15, 2019 | |
| Brightworth LLC | 3,836 | $300k | Jun 30, 2019 | Jul 31, 2019 | |
| Abbot Financial Management Inc | 3,838 | $300k | Jun 30, 2019 | Aug 8, 2019 | |
| Altavista Wealth Management Inc | 3,837 | $300k | Jun 30, 2019 | Aug 13, 2019 | |
| Spears Abacus Advisors LLC | 3,732 | $292k | Jun 30, 2019 | Aug 9, 2019 | |
| Wiley Bros-Aintree Capital LLC | 3,650 | $286k | Jun 30, 2019 | Jul 10, 2019 | |
| Harborview Advisors LLC | 3,643 | $285k | Jun 30, 2019 | Aug 7, 2019 | |
| Allen Investment Management LLC | 3,616 | $283k | Jun 30, 2019 | Aug 12, 2019 | |
| Shepherd Kaplan Krochuk LLC | 3,614 | $283k | Jun 30, 2019 | Aug 12, 2019 | |
| Sheets Smith Wealth Management | 3,587 | $281k | Jun 30, 2019 | Jul 12, 2019 | |
| KARP Capital Management Corporation | 3,547 | $278k | Jun 30, 2019 | Aug 8, 2019 | |
| New England Private Wealth Advisors LLC | 3,557 | $278k | Jun 30, 2019 | Aug 8, 2019 | |
| Pagnatokarp Partners LLC | 3,526 | $276k | Jun 30, 2019 | Aug 8, 2019 | |
| American Investment Services Inc | 3,502 | $274k | Jun 30, 2019 | Aug 6, 2019 | |
| Hollow Brook Wealth Management LLC | 3,466 | $271k | Jun 30, 2019 | Aug 13, 2019 | |
| Jackson Grant Investment Advisers Inc | 3,410 | $267k | Jun 30, 2019 | Aug 13, 2019 | |
| Newport Wealth Strategies Inc | 3,410 | $264k | Jun 30, 2019 | Jul 22, 2019 | |
| Harbour Capital Advisors LLC | 3,365 | $263k | Jun 30, 2019 | Jul 10, 2019 | |
| FORT PITT Capital Group LLC | 3,323 | $260k | Jun 30, 2019 | Aug 9, 2019 | |
| Northwest Investment Counselors LLC | 3,065 | $240k | Jun 30, 2019 | Jul 25, 2019 | |
| Larson Financial Group LLC | 3,055 | $239k | Jun 30, 2019 | Jul 16, 2019 | |
| Gibraltar Capital Management Inc | 3,036 | $238k | Jun 30, 2019 | Jul 17, 2019 | |
| Acorn Wealth Advisors LLC | 3,063 | $235k | Jun 30, 2019 | Aug 14, 2019 | |
| Lexaurum Advisors LLC | 2,883 | $226k | Jun 30, 2019 | Jul 19, 2019 | |
| Mcmillion Capital Management Inc | 2,877 | $225k | Jun 30, 2019 | Jul 25, 2019 | |
| Alliance Wealth Management Group LLC | 2,845 | $223k | Jun 30, 2019 | Aug 12, 2019 | |
| Barrett Asset Management LLC | 2,760 | $216k | Jun 30, 2019 | Aug 5, 2019 | |
| Aries Wealth Management LLC | 2,690 | $212k | Jun 30, 2019 | Jul 15, 2019 | |
| Drexel Morgan & Co | 2,700 | $211k | Jun 30, 2019 | Aug 8, 2019 | |
| Parkside Advisors LLC | 2,664 | $209k | Jun 30, 2019 | Jul 10, 2019 | |
| Stordahl Capital Management Inc | 2,681 | $209k | Jun 30, 2019 | Jul 22, 2019 | |
| Litman Gregory Asset Management LLC | 2,654 | $208k | Jun 30, 2019 | Jul 31, 2019 | |
| Ipswich Investment Management Company Inc | 2,612 | $204k | Jun 30, 2019 | Jul 11, 2019 | |
| Wealth Alliance Advisory Group LLC | 2,581 | $201k | Jun 30, 2019 | Jul 17, 2019 | |
| BRAY Capital Advisors LLC | 2,500 | $196k | Jun 30, 2019 | Jul 29, 2019 | |
| Armor Investment Advisors LLC | 2,399 | $188k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 2,399 | $188k | Jun 30, 2019 | Aug 13, 2019 | |
| New Potomac Partners LLC | 2,276 | $178k | Jun 30, 2019 | Jul 26, 2019 | |
| Stevens First Principles Investment Advisors | 1,886 | $148k | Jun 30, 2019 | Jul 22, 2019 | |
| Toroso Investments LLC | 108,311 | $123k | Jun 30, 2019 | Aug 15, 2019 | |
| Aristotle Capital Boston LLC | 1,363 | $107k | Jun 30, 2019 | Aug 14, 2019 | |
| 1919 Investment Counsel LLC | 983 | $103k | Sep 30, 2014 | Nov 14, 2014 | |
| Smith Salley & Associates LLC | 522 | $41k | Jun 30, 2019 | Jul 12, 2019 | |
| Colonial Trust Advisors Inc | 451 | $35k | Jun 30, 2019 | Aug 21, 2019 | |
| SYM Financial Corporation | 439 | $34k | Jun 30, 2019 | Jul 29, 2019 | |
| Secrest Blakey & Associates LLC | 431 | $34k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Investment Counsel Inc | 385 | $30k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 385 | $30k | Jun 30, 2019 | Jul 26, 2019 | |
| Evensky & KATZ LLC | 372 | $28k | Mar 31, 2019 | Aug 6, 2019 | |
| The RICE Partnership LLC | 254 | $20k | Jun 30, 2019 | Jul 25, 2019 | |
| Whitnell & Co | 238 | $19k | Jun 30, 2019 | Jul 16, 2019 | |
| Peninsula Asset Management Inc | 75 | $6k | Jun 30, 2019 | Aug 15, 2019 | |
| Beacon Capital Management Inc | 7 | $1k | Jun 30, 2019 | Jul 18, 2019 | |
| Beacon Capital Management LLC | 7 | $1k | Jun 30, 2019 | Jul 18, 2019 |