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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 LLC 620,789 $48,596k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management Inc 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 Financial Advisors LLC 500 $38,758k Jun 30, 2019 Jul 26, 2019
Quattro 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 Corporation 245,460 $19,215k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 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 LLC 77,561 $6,071k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 77,561 $6,071k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 77,561 $6,071k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 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
Asset Management Group Inc 31,446 $2,462k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 31,446 $2,462k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 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 Group Investment Corp 31,446 $2,462k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 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 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
Cambridge Advisors Inc 23,610 $1,848k Jun 30, 2019 Jul 26, 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
Crow Point Partners LLC 20,416 $1,598k Jun 30, 2019 Aug 14, 2019
The Retirement Planning Group Inc 20,409 $1,598k Jun 30, 2019 Jul 25, 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
American Financial Network Advisory Services LLC 7,082 $547k Jun 30, 2019 Aug 9, 2019
Summit Financial Group Inc 6,985 $547k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 6,985 $547k Jun 30, 2019 Jul 3, 2019
Financial Engines Advisors LLC 6,995 $547k Jun 30, 2019 Aug 9, 2019
Lincoln Capital LLC 6,880 $539k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 6,880 $539k Jun 30, 2019 Jul 12, 2019
Modera Wealth Management LLC 6,865 $537k Jun 30, 2019 Aug 7, 2019
Perritt Capital Management Inc 6,855 $537k Jun 30, 2019 Aug 13, 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
Epstein and White Financial LLC 4,921 $384k Jun 30, 2019 Jul 19, 2019
Sunbelt Securities Inc 4,907 $384k Jun 30, 2019 Aug 1, 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
Abbot Financial Management Inc 3,838 $300k Jun 30, 2019 Aug 8, 2019
Brightworth LLC 3,836 $300k Jun 30, 2019 Jul 31, 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
Shepherd Kaplan Krochuk LLC 3,614 $283k Jun 30, 2019 Aug 12, 2019
Allen Investment Management LLC 3,616 $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
Stordahl Capital Management Inc 2,681 $209k Jun 30, 2019 Jul 22, 2019
Parkside Advisors LLC 2,664 $209k Jun 30, 2019 Jul 10, 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 Advisors LLC 2,399 $188k Jun 30, 2019 Aug 13, 2019
Armor Investment 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
Secrest Blakey & Associates LLC 431 $34k Jun 30, 2019 Aug 13, 2019
SYM Financial Corporation 439 $34k Jun 30, 2019 Jul 29, 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 LLC 7 $1k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 7 $1k Jun 30, 2019 Jul 18, 2019

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