VANGUARD INDEX FDS REAL ESTATE ETF
(922908553)
Funds Reporting Holdings of VANGUARD INDEX FDS REAL ESTATE ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Financial Engines Advisors LLC | 5,018,862 | $442,798k | Jun 30, 2019 | Aug 9, 2019 | |
| Elliott Management Corporation | 4,500,000 | $393,300k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Quattro Advisors LLC | 2,089 | $185,900k | Jun 30, 2019 | Jul 26, 2019 | |
| Quattro Financial Advisors LLC | 2,089 | $185,900k | Jun 30, 2019 | Jul 26, 2019 | |
| Beacon Capital Management Inc | 1,911,034 | $167,024k | Jun 30, 2019 | Jul 18, 2019 | |
| Beacon Capital Management LLC | 1,911,034 | $167,024k | Jun 30, 2019 | Jul 18, 2019 | |
| Millburn Ridgefield Corporation | 1,631,673 | $142,608k | Jun 30, 2019 | Jul 18, 2019 | |
| Merriman Wealth Management LLC | 78,676 | $68,731k | Jun 30, 2019 | Jul 31, 2019 | |
| Mccutchen Group LLC | 553,478 | $48,374k | Jun 30, 2019 | Jul 25, 2019 | |
| PURE Financial Advisors Inc | 471,459 | $41,206k | Jun 30, 2019 | Jul 11, 2019 | |
| Portfolio Solutions LLC | 462,015 | $40,380k | Jun 30, 2019 | Aug 5, 2019 | |
| SAND Hill Global Advisors LLC | 388,267 | $33,935k | Jun 30, 2019 | Aug 13, 2019 | |
| Lourd Capital LLC | 386,481 | $33,778k | Jun 30, 2019 | Jul 11, 2019 | |
| Emery & Howard Portfolio Management | 337,449 | $29,493k | Jun 30, 2019 | Aug 9, 2019 | |
| Acropolis Investment Management LLC | 314,251 | $27,466k | Jun 30, 2019 | Jul 11, 2019 | |
| Tanglewood Wealth Management Inc | 308,528 | $26,965k | Jun 30, 2019 | Jul 26, 2019 | |
| Conservest Capital Advisors Inc | 302,185 | $26,411k | Jun 30, 2019 | Jul 10, 2019 | |
| Evensky & KATZ LLC | 287,969 | $25,027k | Mar 31, 2019 | Aug 6, 2019 | |
| Phillips Financial Management LLC | 269,859 | $23,575k | Jun 30, 2019 | Aug 6, 2019 | |
| Futureadvisor Inc | 297,852 | $22,500k | Sep 30, 2015 | Nov 17, 2015 | |
| Kayne Anderson Rudnick Investment Management LLC | 240,785 | $21,084k | Jun 30, 2019 | Aug 14, 2019 | |
| Janney Capital Management LLC | 190,924 | $16,687k | Jun 30, 2019 | Jul 29, 2019 | |
| FFT Wealth Management LLC | 190,254 | $16,628k | Jun 30, 2019 | Aug 14, 2019 | |
| JMG Financial Group Ltd | 186,782 | $16,325k | Jun 30, 2019 | Aug 2, 2019 | |
| Gilbert & COOK Inc | 147,716 | $12,910k | Jun 30, 2019 | Aug 5, 2019 | |
| Vision Capital Management Inc | 140,653 | $12,293k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 140,653 | $12,293k | Jun 30, 2019 | Jul 29, 2019 | |
| Adviceperiod LLC | 137,803 | $12,044k | Jun 30, 2019 | Jul 22, 2019 | |
| Crestwood Advisors Group LLC | 134,215 | $11,730k | Jun 30, 2019 | Aug 14, 2019 | |
| Managed Account Services Inc | 122,373 | $10,967k | Jun 30, 2019 | Jul 15, 2019 | |
| Armbruster Capital Management Inc | 118,419 | $10,350k | Jun 30, 2019 | Jul 18, 2019 | |
| Bingham Osborn & Scarborough LLC | 117,639 | $10,282k | Jun 30, 2019 | Aug 2, 2019 | |
| QS Investors LLC | 116,022 | $10,141k | Jun 30, 2019 | Aug 14, 2019 | |
| Stewardship Financial Advisors LLC | 101,260 | $8,850k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 101,260 | $8,850k | Jun 30, 2019 | Aug 12, 2019 | |
| GM Advisory Group Inc | 97,648 | $8,534k | Jun 30, 2019 | Aug 9, 2019 | |
| Estate Counselors LLC | 95,555 | $8,352k | Jun 30, 2019 | Aug 7, 2019 | |
| RAUB Brock Capital Management LP | 94,424 | $8,253k | Jun 30, 2019 | Jul 23, 2019 | |
| KWMG LLC | 90,135 | $7,878k | Jun 30, 2019 | Jul 10, 2019 | |
| WELA Strategies Inc | 87,165 | $7,618k | Jun 30, 2019 | Jul 18, 2019 | |
| Neumann Capital Management LLC | 81,935 | $7,161k | Jun 30, 2019 | Jul 25, 2019 | |
| Landmark Financial Advisors LLC | 81,615 | $7,133k | Jun 30, 2019 | Aug 2, 2019 | |
| Jordan Park Group LLC | 74,205 | $6,547k | Jun 30, 2019 | Jul 22, 2019 | |
| Cadinha & Co LLC | 73,127 | $6,391k | Jun 30, 2019 | Aug 9, 2019 | |
| Sowell Financial Services LLC | 71,665 | $6,228k | Mar 31, 2019 | May 15, 2019 | |
| Cahill Financial Advisors Inc | 69,183 | $6,047k | Jun 30, 2019 | Aug 14, 2019 | |
| Interactive Financial Advisors Inc | 68,386 | $5,977k | Jun 30, 2019 | Jul 17, 2019 | |
| Transamerica Financial Advisors Inc | 68,071 | $5,950k | Jun 30, 2019 | Aug 21, 2019 | |
| Bruderman Asset Management LLC | 67,307 | $5,883k | Jun 30, 2019 | Aug 12, 2019 | |
| S R Schill & Associates Inc | 66,140 | $5,781k | Jun 30, 2019 | Aug 19, 2019 | |
| Sensible Financial Planning and Management LLC | 60,401 | $5,279k | Jun 30, 2019 | Aug 7, 2019 | |
| 1919 Investment Counsel LLC | 71,388 | $5,130k | Sep 30, 2014 | Nov 14, 2014 | |
| Gentrust LLC | 55,866 | $4,935k | Jun 30, 2019 | Aug 2, 2019 | |
| LBMC Investment Advisors LLC | 55,390 | $4,841k | Jun 30, 2019 | Jul 18, 2019 | |
| Peak Financial Management Inc | 54,811 | $4,790k | Jun 30, 2019 | Aug 1, 2019 | |
| Towerpoint Wealth LLC | 51,763 | $4,601k | Jun 30, 2019 | Aug 7, 2019 | |
| ELM Advisors LLC | 51,275 | $4,481k | Jun 30, 2019 | Jul 3, 2019 | |
| Cambridge Advisors Inc | 50,548 | $4,418k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 50,548 | $4,418k | Jun 30, 2019 | Jul 26, 2019 | |
| Wealth Advisors of Tampa BAY LLC | 50,526 | $4,416k | Jun 30, 2019 | Jul 23, 2019 | |
| Sterling Global Strategies LLC | 50,797 | $4,415k | Mar 31, 2019 | May 15, 2019 | |
| The Family FIRM Inc | 49,777 | $4,350k | Jun 30, 2019 | Aug 6, 2019 | |
| Vestor Capital LLC | 49,119 | $4,293k | Jun 30, 2019 | Aug 6, 2019 | |
| Willow Creek Wealth Management Inc | 47,083 | $4,115k | Jun 30, 2019 | Jul 22, 2019 | |
| Quest Investment Management LLC | 46,712 | $4,083k | Jun 30, 2019 | Aug 13, 2019 | |
| Fairview Capital Investment Management LLC | 46,510 | $4,065k | Jun 30, 2019 | Aug 14, 2019 | |
| LGL Partners LLC | 44,081 | $3,853k | Jun 30, 2019 | Aug 14, 2019 | |
| Affiance Financial LLC | 43,486 | $3,801k | Jun 30, 2019 | Jul 11, 2019 | |
| Harbor Advisory Corporation | 43,357 | $3,789k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 43,357 | $3,789k | Jun 30, 2019 | Jul 30, 2019 | |
| Mount Lucas Management LP | 40,641 | $3,552k | Jun 30, 2019 | Aug 14, 2019 | |
| Peninsula Wealth LLC | 39,425 | $3,448k | Jun 30, 2019 | Aug 2, 2019 | |
| GS Investments Inc | 39 | $3,406k | Jun 30, 2019 | Aug 9, 2019 | |
| American Investment Services Inc | 38,879 | $3,398k | Jun 30, 2019 | Aug 6, 2019 | |
| Forefront Analytics LLC | 38,388 | $3,357k | Jun 30, 2019 | Aug 14, 2019 | |
| KMS Financial Services Inc | 45,683 | $3,282k | Sep 30, 2014 | Nov 17, 2014 | |
| Leicht Financial Planning and Wealth Management Inc | 36,352 | $3,177k | Jun 30, 2019 | Aug 2, 2019 | |
| Sigma Investment Counselors Inc | 35,845 | $3,133k | Jun 30, 2019 | Jul 23, 2019 | |
| Columbus Macro LLC | 34,966 | $3,065k | Jun 30, 2019 | Jul 16, 2019 | |
| Private Asset Management Inc | 34,495 | $3,015k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 34,495 | $3,015k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 34,495 | $3,015k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 34,495 | $3,015k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 34,495 | $3,015k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 34,495 | $3,015k | Jun 30, 2019 | Aug 14, 2019 | |
| Exchange Capital Management Inc | 34,287 | $2,997k | Jun 30, 2019 | Jul 22, 2019 | |
| Alesco Advisors LLC | 34,244 | $2,993k | Jun 30, 2019 | Aug 14, 2019 | |
| Bronfman EL Rothschild LP | 33,428 | $2,922k | Jun 30, 2019 | Aug 12, 2019 | |
| Cliffwater LLC | 33,317 | $2,912k | Jun 30, 2019 | Aug 13, 2019 | |
| Diversified Portfolios Inc | 32,072 | $2,803k | Jun 30, 2019 | Aug 13, 2019 | |
| Rossmore Private Capital LLC | 31,907 | $2,789k | Jun 30, 2019 | Aug 5, 2019 | |
| White Lighthouse Investment Management Inc | 30,076 | $2,629k | Jun 30, 2019 | Jul 31, 2019 | |
| Windham Capital Management LLC | 29,971 | $2,619k | Jun 30, 2019 | Aug 14, 2019 | |
| Goldstein Munger + Associates | 29,685 | $2,594k | Jun 30, 2019 | Aug 2, 2019 | |
| Iconiq Capital LLC | 28,995 | $2,558k | Jun 30, 2019 | Aug 15, 2019 | |
| Wilshire Associates Incorporated | 29,120 | $2,545k | Jun 30, 2019 | Aug 14, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 27,244 | $2,381k | Jun 30, 2019 | Aug 9, 2019 | |
| Pictet North America Advisors SA | 26,500 | $2,316k | Jun 30, 2019 | Aug 7, 2019 | |
| Highvista Strategies LLC | 24,999 | $2,185k | Jun 30, 2019 | Aug 14, 2019 | |
| Klingman and Associates LLC | 24,039 | $2,101k | Jun 30, 2019 | Jul 24, 2019 | |
| Stelac Advisory Services LLC | 23,508 | $2,053k | Jun 30, 2019 | Jul 29, 2019 | |
| Barber Financial Group | 22,578 | $1,973k | Jun 30, 2019 | Aug 9, 2019 | |
| BFSG LLC | 22,300 | $1,949k | Jun 30, 2019 | Jul 30, 2019 | |
| Corda Investment Management LLC | 22,137 | $1,934k | Jun 30, 2019 | Aug 9, 2019 | |
| Fifth Third Securities Inc | 20,210 | $1,783k | Jun 30, 2019 | Jul 30, 2019 | |
| Clifford SWAN Investment Counsel LLC | 20,016 | $1,749k | Jun 30, 2019 | Aug 13, 2019 | |
| Burleson & Company LLC | 19,391 | $1,724k | Jun 30, 2019 | Aug 5, 2019 | |
| Family Legacy Inc | 19,638 | $1,716k | Jun 30, 2019 | Jul 25, 2019 | |
| Huber Financial Advisors LLC | 17,931 | $1,567k | Jun 30, 2019 | Aug 5, 2019 | |
| Leonetti & Associates LLC | 20,978 | $1,564k | Dec 31, 2018 | Feb 19, 2019 | |
| Waters Parkerson & Co LLC | 17,630 | $1,541k | Jun 30, 2019 | Aug 6, 2019 | |
| Wespac Advisors LLC | 16,559 | $1,447k | Jun 30, 2019 | Jul 23, 2019 | |
| Windsor Capital Management LLC | 16,237 | $1,419k | Jun 30, 2019 | Aug 2, 2019 | |
| KJ Harrison & Partners USA Inc | 15,750 | $1,377k | Jun 30, 2019 | Aug 5, 2019 | |
| GFS Advisors LLC | 15,231 | $1,331k | Jun 30, 2019 | Aug 1, 2019 | |
| Independence Advisors LLC | 15,192 | $1,328k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 15,192 | $1,328k | Jun 30, 2019 | Aug 12, 2019 | |
| Quantitative Advantage LLC | 13,619 | $1,190k | Jun 30, 2019 | Aug 2, 2019 | |
| Lexaurum Advisors LLC | 13,175 | $1,151k | Jun 30, 2019 | Jul 19, 2019 | |
| Curbstone Financial Management Corporation | 12,782 | $1,117k | Jun 30, 2019 | Jul 9, 2019 | |
| Abbrea Capital LLC | 12,648 | $1,116k | Jun 30, 2019 | Jul 31, 2019 | |
| Dedora Capital Inc | 12,634 | $1,104k | Jun 30, 2019 | Aug 8, 2019 | |
| Cardan Capital Partners LLC | 12,489 | $1,092k | Jun 30, 2019 | Jul 16, 2019 | |
| Carlson Capital Management LLC | 12,404 | $1,084k | Jun 30, 2019 | Jul 15, 2019 | |
| Marble Harbor Investment Counsel LLC | 12,184 | $1,065k | Jun 30, 2019 | Aug 7, 2019 | |
| Chatham Capital Group Inc | 11,920 | $1,042k | Jun 30, 2019 | Jul 24, 2019 | |
| Toroso Investments LLC | 11,858 | $1,036k | Jun 30, 2019 | Aug 15, 2019 | |
| Annex Advisory Services LLC | 11,584 | $1,013k | Jun 30, 2019 | Jul 18, 2019 | |
| Liberty Capital Management Inc | 11,412 | $997k | Jun 30, 2019 | Jul 15, 2019 | |
| Horizon Investment Services LLC | 11,063 | $967k | Jun 30, 2019 | Aug 13, 2019 | |
| Horizon Financial Services LLC | 11,063 | $967k | Jun 30, 2019 | Aug 13, 2019 | |
| Northwest Wealth Management LLC | 10,785 | $943k | Jun 30, 2019 | Jul 23, 2019 | |
| Gradient Capital Advisors LLC | 10,679 | $933k | Jun 30, 2019 | Jul 16, 2019 | |
| HIGH Falls Advisors Inc | 10,455 | $914k | Jun 30, 2019 | Aug 15, 2019 | |
| Adelante Capital Management LLC | 10,390 | $908k | Jun 30, 2019 | Aug 14, 2019 | |
| Lenox Wealth Advisors LLC | 10,237 | $895k | Jun 30, 2019 | Jul 12, 2019 | |
| Quadrant Capital Management LLC | 10,005 | $874k | Jun 30, 2019 | Aug 8, 2019 | |
| Cobiz Wealth LLC | 9,130 | $798k | Jun 30, 2019 | Jul 8, 2019 | |
| Sigfig Wealth Management LLC | 9,081 | $793k | Jun 30, 2019 | Aug 5, 2019 | |
| Loudon Investment Management LLC | 8,890 | $777k | Jun 30, 2019 | Aug 13, 2019 | |
| Mirador Capital Partners LP | 8,858 | $774k | Jun 30, 2019 | Aug 6, 2019 | |
| Solstein Capital LLC | 8,740 | $764k | Jun 30, 2019 | Aug 12, 2019 | |
| Glovista Investments LLC | 8,684 | $760k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Planning Advisors LLC | 8,565 | $749k | Jun 30, 2019 | Aug 9, 2019 | |
| Elgethun Capital Management | 8,485 | $742k | Jun 30, 2019 | Aug 8, 2019 | |
| Bouchey Financial Group Ltd | 8,393 | $734k | Jun 30, 2019 | Jul 11, 2019 | |
| Twele Capital Management Inc | 7,791 | $681k | Jun 30, 2019 | Jul 18, 2019 | |
| Peterson Wealth Advisors LLC | 7,472 | $653k | Jun 30, 2019 | Jul 15, 2019 | |
| Newfound Research LLC | 7,469 | $653k | Jun 30, 2019 | Aug 13, 2019 | |
| ACG Wealth Inc | 7,447 | $651k | Jun 30, 2019 | Aug 6, 2019 | |
| The Roosevelt Investment Group Inc | 7,194 | $629k | Jun 30, 2019 | Aug 8, 2019 | |
| Horan Securities Inc | 7,149 | $625k | Jun 30, 2019 | Jul 24, 2019 | |
| Bluesky Wealth Advisors LLC | 7,017 | $613k | Jun 30, 2019 | Aug 5, 2019 | |
| Bigsur Wealth Management LLC | 6,950 | $613k | Jun 30, 2019 | Jul 5, 2019 | |
| Financial Life Advisors LLC | 6,807 | $595k | Jun 30, 2019 | Jul 29, 2019 | |
| Creative Planning Inc | 6,697 | $585k | Jun 30, 2019 | Jul 26, 2019 | |
| Fernwood Investment Management LLC | 6,472 | $566k | Jun 30, 2019 | Aug 1, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 6,480 | $566k | Jun 30, 2019 | Aug 9, 2019 | |
| SWS Partners LLC | 6,096 | $542k | Jun 30, 2019 | Aug 13, 2019 | |
| Blue CHIP Wealth Management Inc | 6,012 | $525k | Jun 30, 2019 | Aug 13, 2019 | |
| Hirtle Callaghan & Co LLC | 5,925 | $519k | Jun 30, 2019 | Aug 13, 2019 | |
| CIM LLC | 5,857 | $512k | Jun 30, 2019 | Jul 22, 2019 | |
| Keystone Financial Planning Inc | 5,837 | $510k | Jun 30, 2019 | Aug 5, 2019 | |
| Round Table Services LLC | 5,808 | $508k | Jun 30, 2019 | Jul 17, 2019 | |
| WE ARE One Seven LLC | 5,822 | $508k | Jun 30, 2019 | Jul 16, 2019 | |
| Nottingham Advisors Inc | 5,684 | $497k | Jun 30, 2019 | Jul 17, 2019 | |
| CWH Capital Management Inc | 5,385 | $471k | Jun 30, 2019 | Aug 14, 2019 | |
| Granite Group Advisors LLC | 5,255 | $459k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 5,255 | $459k | Jun 30, 2019 | Jul 23, 2019 | |
| Mcnamara Financial Services Inc | 5,279 | $459k | Jun 30, 2019 | Jul 12, 2019 | |
| Foundations Investment Advisors LLC | 4,754 | $428k | Jun 30, 2019 | Jul 8, 2019 | |
| The Fiduciary Group LLC | 4,842 | $423k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Asset Management LLC | 4,790 | $419k | Jun 30, 2019 | Aug 7, 2019 | |
| Blankinship & Foster LLC | 4,773 | $417k | Jun 30, 2019 | Jul 30, 2019 | |
| Modera Wealth Management LLC | 4,592 | $401k | Jun 30, 2019 | Aug 7, 2019 | |
| American Financial Network Advisory Services LLC | 4,565 | $398k | Jun 30, 2019 | Aug 9, 2019 | |
| Berkeley Capital Partners LLC | 4,434 | $388k | Jun 30, 2019 | Aug 8, 2019 | |
| Traynor Capital Management Inc | 4,338 | $379k | Jun 30, 2019 | Jul 26, 2019 | |
| Perritt Capital Management Inc | 4,305 | $376k | Jun 30, 2019 | Aug 13, 2019 | |
| Meridian Investment Counsel Inc | 4,299 | $376k | Jun 30, 2019 | Aug 13, 2019 | |
| USA Financial Portformulas Corporation | 4,327 | $376k | Jun 30, 2019 | Aug 12, 2019 | |
| The Retirement Planning Group Inc | 4,128 | $361k | Jun 30, 2019 | Jul 25, 2019 | |
| Stokes & Hubbell Capital Management LLC | 4,149 | $361k | Mar 31, 2019 | Apr 24, 2019 | |
| Inspirion Wealth Advisors LLC | 4,120 | $360k | Jun 30, 2019 | Jul 15, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 4,091 | $358k | Jun 30, 2019 | Jul 15, 2019 | |
| Quadrant Private Wealth Management LLC | 4,089 | $357k | Jun 30, 2019 | Aug 13, 2019 | |
| Integre Asset Management LLC | 4,051 | $354k | Jun 30, 2019 | Aug 14, 2019 | |
| Meristem Family Wealth LLC | 4,032 | $352k | Jun 30, 2019 | Aug 6, 2019 | |
| Barry Investment Advisors LLC | 3,857 | $337k | Jun 30, 2019 | Jul 26, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 3,845 | $336k | Jun 30, 2019 | Aug 12, 2019 | |
| Signet Financial Management LLC | 3,512 | $310k | Jun 30, 2019 | Aug 13, 2019 | |
| Northrock Partners LLC | 3,465 | $306k | Jun 30, 2019 | Aug 12, 2019 | |
| Motley FOOL Wealth Management LLC | 3,404 | $298k | Jun 30, 2019 | Aug 14, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 3,366 | $294k | Jun 30, 2019 | Jul 10, 2019 | |
| United Asset Strategies Inc | 3,300 | $288k | Jun 30, 2019 | Jul 31, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 3,300 | $288k | Jun 30, 2019 | Aug 13, 2019 | |
| WP Advisors LLC | 3,251 | $284k | Jun 30, 2019 | Jul 23, 2019 | |
| Wooster Corthell Wealth Management Inc | 3,172 | $277k | Jun 30, 2019 | Jul 31, 2019 | |
| Moneywise Inc | 3,114 | $272k | Jun 30, 2019 | Jul 17, 2019 | |
| Washington Capital Management Inc | 3,012 | $263k | Jun 30, 2019 | Aug 7, 2019 | |
| Unison Advisors LLC | 3,014 | $263k | Jun 30, 2019 | Jul 11, 2019 | |
| REDW Stanley Financial Advisors LLC | 2,992 | $261k | Jun 30, 2019 | Aug 9, 2019 | |
| Tower VIEW Investment Management & Research LLC | 2,944 | $257k | Jun 30, 2019 | Jul 17, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 2,936 | $257k | Jun 30, 2019 | Jul 25, 2019 | |
| Andesa Financial Management Inc | 2,922 | $255k | Jun 30, 2019 | Jul 30, 2019 | |
| Payden & Rygel | 2,900 | $253k | Jun 30, 2019 | Aug 6, 2019 | |
| Poehling Capital Management Inc | 2,893 | $253k | Jun 30, 2019 | Aug 9, 2019 | |
| Mountain Capital Investment Advisors Inc | 2,786 | $253k | Jun 30, 2019 | Aug 14, 2019 | |
| Pinnacle Family Advisors LLC | 2,840 | $248k | Jun 30, 2019 | Aug 14, 2019 | |
| Partners Capital Investment Group LLP | 2,721 | $238k | Jun 30, 2019 | Aug 12, 2019 | |
| Summit Financial Wealth Advisors LLC | 2,700 | $236k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 2,700 | $236k | Jun 30, 2019 | Jul 16, 2019 | |
| Stratford Consulting LLC | 2,637 | $230k | Jun 30, 2019 | Aug 2, 2019 | |
| Cooper/Haims Advisors LLC | 2,538 | $222k | Jun 30, 2019 | Jul 26, 2019 | |
| Quantum Capital Management LLC | 2,531 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Torch Wealth Management LLC | 2,439 | $213k | Jun 30, 2019 | Aug 2, 2019 | |
| Spearhead Capital Advisors LLC | 2,420 | $212k | Jun 30, 2019 | Jul 17, 2019 | |
| Alley Company LLC | 2,400 | $210k | Jun 30, 2019 | Jul 30, 2019 | |
| Atalanta Sosnoff Capital LLC | 2,348 | $205k | Jun 30, 2019 | Jul 15, 2019 | |
| Ridgewood Investments LLC | 2,286 | $200k | Jun 30, 2019 | Jul 12, 2019 | |
| Cedar Wealth Management LLC | 2,251 | $197k | Jun 30, 2019 | Jul 24, 2019 | |
| Garland Capital Management Inc | 1,942 | $170k | Jun 30, 2019 | Jul 24, 2019 | |
| Allsquare Wealth Management LLC | 1,740 | $152k | Jun 30, 2019 | Aug 13, 2019 | |
| Dividend Assets Capital LLC | 1,190 | $104k | Jun 30, 2019 | Jul 12, 2019 | |
| Spectrum Management Group Inc | 975 | $85k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 975 | $85k | Jun 30, 2019 | Aug 2, 2019 | |
| HMS Capital Management LLC | 700 | $61k | Jun 30, 2019 | Jul 12, 2019 | |
| Biltmore Family Office LLC | 510 | $45k | Jun 30, 2019 | Jul 31, 2019 | |
| New Potomac Partners LLC | 462 | $40k | Jun 30, 2019 | Jul 26, 2019 | |
| Brand Asset Management Group Inc | 286 | $25k | Jun 30, 2019 | Jul 24, 2019 | |
| Aldebaran Financial Inc | 325 | $24k | Jun 30, 2019 | Aug 14, 2019 | |
| Newsquare Capital LLC | 91 | $8k | Jun 30, 2019 | Aug 20, 2019 | |
| Macroview Investment Management LLC | 62 | $5k | Jun 30, 2019 | Jul 23, 2019 | |
| Global Trust Asset Management LLC | 50 | $4k | Jun 30, 2019 | Jul 23, 2019 |