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VANGUARD INDEX FDS TOTAL STK MKT
(922908769)

Funds Reporting Holdings of VANGUARD INDEX FDS TOTAL STK MKT according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Portfolio Solutions LLC 2,288,762 $343,520k Jun 30, 2019 Aug 5, 2019
Aegon USA Investment Management LLC 1,021,980 $153,389k Jun 30, 2019 Jul 12, 2019
Global Endowment Management LP 1,003,273 $150,581k Jun 30, 2019 Aug 12, 2019
Financial Engines Advisors LLC 753,073 $113,029k Jun 30, 2019 Aug 9, 2019
Carlson Capital Management LLC 703,196 $105,543k Jun 30, 2019 Jul 15, 2019
Tanglewood Wealth Management Inc 677,977 $101,758k Jun 30, 2019 Jul 26, 2019
Adviceperiod LLC 628,179 $94,283k Jun 30, 2019 Jul 22, 2019
Smith & Howard Wealth Management LLC 516,038 $77,452k Jun 30, 2019 Jul 23, 2019
Annex Advisory Services LLC 486,514 $73,022k Jun 30, 2019 Jul 18, 2019
Harvest Capital Management Inc 430,036 $64,544k Jun 30, 2019 Aug 7, 2019
STA Wealth Management LLC 370,988 $55,682k Jun 30, 2019 Aug 14, 2019
Diversified Portfolios Inc 363,878 $54,614k Jun 30, 2019 Aug 13, 2019
Windham Capital Management LLC 356,158 $53,456k Jun 30, 2019 Aug 14, 2019
ALPS Advisors Inc 332,167 $49,855k Jun 30, 2019 Aug 7, 2019
Cliffwater LLC 268,261 $40,263k Jun 30, 2019 Aug 13, 2019
Financial Advisory Service Inc 261,019 $39,176k Jun 30, 2019 Jul 25, 2019
Sunesis Advisors LLC 255,646 $38,370k Jun 30, 2019 Aug 5, 2019
Mccutchen Group LLC 250,000 $37,523k Jun 30, 2019 Jul 25, 2019
JMG Financial Group Ltd 240,147 $36,044k Jun 30, 2019 Aug 2, 2019
Rezny Wealth Management Inc 232,188 $34,849k Jun 30, 2019 Jul 24, 2019
SYM Financial Corporation 231,276 $34,712k Jun 30, 2019 Jul 29, 2019
HUGH Johnson Advisors LLC 230,928 $34,660k Jun 30, 2019 Aug 6, 2019
Cedar Wealth Management LLC 227,323 $34,119k Jun 30, 2019 Jul 24, 2019
O'Brien Wealth Partners LLC 204,915 $31,260k Jun 30, 2019 Jul 8, 2019
Twin Focus Capital Partners LLC 189,238 $28,403k Jun 30, 2019 Aug 14, 2019
Evensky & KATZ LLC 195,451 $28,283k Mar 31, 2019 Aug 6, 2019
Estate Counselors LLC 159,920 $24,002k Jun 30, 2019 Aug 7, 2019
FORD Financial Group Inc 155,244 $23,300k Jun 30, 2019 Jul 25, 2019
Wooster Corthell Wealth Management Inc 149,990 $22,512k Jun 30, 2019 Jul 31, 2019
Peak Financial Management Inc 145,168 $21,788k Jun 30, 2019 Aug 1, 2019
Allen Investment Management LLC 141,438 $21,228k Jun 30, 2019 Aug 12, 2019
Merriman Wealth Management LLC 13,463 $20,349k Jun 30, 2019 Jul 31, 2019
Shayne & Co LLC 124,574 $18,697k Jun 30, 2019 Jul 24, 2019
Allsquare Wealth Management LLC 123,905 $18,597k Jun 30, 2019 Aug 13, 2019
DUFF & Phelps Investment Management Co 121,105 $18,177k Jun 30, 2019 Aug 2, 2019
JRM Investment Counsel LLC 107,480 $16,132k Jun 30, 2019 Aug 6, 2019
ELM Advisors LLC 99,754 $14,972k Jun 30, 2019 Jul 3, 2019
Crescent Grove Advisors LLC 99,688 $14,962k Jun 30, 2019 Aug 6, 2019
PURE Financial Advisors Inc 99,090 $14,872k Jun 30, 2019 Jul 11, 2019
Bridgeworth LLC 97,083 $14,571k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 90,177 $13,535k Jun 30, 2019 Jul 19, 2019
Foster Dykema Cabot & Co Incorporated 84,563 $12,692k Jun 30, 2019 Aug 6, 2019
Gilbert & COOK Inc 82,932 $12,447k Jun 30, 2019 Aug 5, 2019
BFSG LLC 82,652 $12,405k Jun 30, 2019 Jul 30, 2019
Newsquare Capital LLC 80,864 $12,137k Jun 30, 2019 Aug 20, 2019
Obermeyer WOOD Investment Counsel LLLP 80,848 $12,134k Jun 30, 2019 Aug 13, 2019
Portland Global Advisors LLC 80,646 $12,104k Jun 30, 2019 Jul 26, 2019
Stokes & Hubbell Capital Management LLC 80,135 $11,596k Mar 31, 2019 Apr 24, 2019
GM Advisory Group Inc 73,880 $11,089k Jun 30, 2019 Aug 9, 2019
Strategic Point Investment Advisors LLC 73,744 $11,068k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 72,497 $10,881k Jun 30, 2019 Aug 13, 2019
Blankinship & Foster LLC 72,415 $10,869k Jun 30, 2019 Jul 30, 2019
Sigfig Wealth Management LLC 72,463 $10,847k Jun 30, 2019 Aug 5, 2019
Northstar Company LLC 71,381 $10,714k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 71,381 $10,714k Jun 30, 2019 Jul 12, 2019
Cambridge Advisors Inc 70,438 $10,572k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 70,438 $10,572k Jun 30, 2019 Jul 26, 2019
Sensible Financial Planning and Management LLC 70,134 $10,526k Jun 30, 2019 Aug 7, 2019
Quantitative Advantage LLC 69,272 $10,397k Jun 30, 2019 Aug 2, 2019
Fifth Third Securities Inc 68,704 $10,311k Jun 30, 2019 Jul 30, 2019
IRON Financial LLC 70,884 $10,258k Jun 30, 2019 Aug 2, 2019
Futureadvisor Inc 103,711 $10,238k Sep 30, 2015 Nov 17, 2015
Washington Capital Management Inc 66,833 $10,031k Jun 30, 2019 Aug 7, 2019
RAAB & Moskowitz Asset Management LLC 64,365 $9,660k Jun 30, 2019 Aug 9, 2019
Sigma Investment Counselors Inc 58,731 $8,815k Jun 30, 2019 Jul 23, 2019
Affiance Financial LLC 57,202 $8,585k Jun 30, 2019 Jul 11, 2019
EFG Asset Management Americas Corp 56,909 $8,570k Jun 30, 2019 Jul 9, 2019
Legacy Financial Strategies LLC 55,831 $8,533k Jun 30, 2019 Jul 15, 2019
Summit Financial Wealth Advisors LLC 55,681 $8,357k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 55,681 $8,357k Jun 30, 2019 Jul 16, 2019
QS Investors LLC 55,543 $8,337k Jun 30, 2019 Aug 14, 2019
Mcadam LLC 55,503 $8,331k Jun 30, 2019 Jul 30, 2019
Connecticut Wealth Management LLC 53,968 $8,100k Jun 30, 2019 Jul 29, 2019
Lexaurum Advisors LLC 53,216 $7,987k Jun 30, 2019 Jul 19, 2019
Wellesley Investment Partners LLC 49,803 $7,475k Jun 30, 2019 Aug 5, 2019
Private Asset Management Inc 48,483 $7,277k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 48,483 $7,277k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 48,483 $7,277k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 48,483 $7,277k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 48,483 $7,277k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 48,483 $7,277k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 55,228 $7,044k Dec 31, 2018 Feb 13, 2019
Brightworth LLC 45,897 $6,889k Jun 30, 2019 Jul 31, 2019
Northwest Wealth Management LLC 45,617 $6,847k Jun 30, 2019 Jul 23, 2019
Bingham Osborn & Scarborough LLC 44,534 $6,684k Jun 30, 2019 Aug 2, 2019
Sonata Capital Group Inc 44,008 $6,605k Jun 30, 2019 Aug 5, 2019
The Fiduciary Group LLC 44,003 $6,604k Jun 30, 2019 Aug 14, 2019
Sequoia Wealth Management LLC 43,342 $6,583k Jun 30, 2019 Aug 6, 2019
KMS Financial Services Inc 62,799 $6,358k Sep 30, 2014 Nov 17, 2014
BECK Capital Management LLC 41,631 $6,248k Jun 30, 2019 Aug 14, 2019
GFS Advisors LLC 39,925 $5,992k Jun 30, 2019 Aug 1, 2019
Liberty Capital Management Inc 36,569 $5,489k Jun 30, 2019 Jul 15, 2019
Foothills Asset Management Ltd 35,474 $5,324k Jun 30, 2019 Jul 17, 2019
Retirement Capital Strategies Inc 33,956 $5,097k Jun 30, 2019 Aug 2, 2019
Toroso Investments LLC 33,465 $5,023k Jun 30, 2019 Aug 15, 2019
Harfst and Associates Inc 32,858 $4,931k Jun 30, 2019 Aug 14, 2019
Overbrook Management Corporation 30,334 $4,553k Jun 30, 2019 Aug 13, 2019
Leonard Rickey Investment Advisors PLLC 30,187 $4,531k Jun 30, 2019 Jul 10, 2019
FORT PITT Capital Group LLC 29,415 $4,415k Jun 30, 2019 Aug 9, 2019
Drexel Morgan & Co 29,021 $4,356k Jun 30, 2019 Aug 8, 2019
Legacy Wealth Management Inc 27,183 $4,080k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management LLC 27,183 $4,080k Jun 30, 2019 Jul 17, 2019
The Mathes Company Inc 26,270 $3,943k Jun 30, 2019 Jul 29, 2019
Northstar Financial Advisors LLC 24,461 $3,671k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 24,461 $3,671k Jun 30, 2019 Jul 17, 2019
Bronfman EL Rothschild LP 23,683 $3,555k Jun 30, 2019 Aug 12, 2019
Fairview Capital Investment Management LLC 23,662 $3,551k Jun 30, 2019 Aug 14, 2019
Wealthplan Partners Inc 22,956 $3,425k Jun 30, 2019 Aug 19, 2019
FORT Point Capital Partners LLC 20,088 $3,015k Jun 30, 2019 Aug 9, 2019
Lourd Capital LLC 19,895 $2,986k Jun 30, 2019 Jul 11, 2019
Lucia Wealth Services LLC 18,526 $2,781k Jun 30, 2019 Jul 23, 2019
Athena Capital Advisors LLC 18,158 $2,725k Jun 30, 2019 Aug 9, 2019
Folger Nolan Fleming Douglas Capital Management Inc 18,120 $2,720k Jun 30, 2019 Aug 9, 2019
Keeley-Teton Advisors LLC 17,996 $2,701k Jun 30, 2019 Aug 12, 2019
Barber Financial Group 17,941 $2,693k Jun 30, 2019 Aug 9, 2019
KWMG LLC 17,808 $2,673k Jun 30, 2019 Jul 10, 2019
Nicholas Hoffman & Company LLC 17,528 $2,631k Jun 30, 2019 Aug 12, 2019
Cfo4Life Group LLC 17,459 $2,620k Jun 30, 2019 Jul 29, 2019
Accredited Investors Inc 16,613 $2,494k Jun 30, 2019 Aug 13, 2019
Goldstein Munger + Associates 16,489 $2,475k Jun 30, 2019 Aug 2, 2019
Huber Financial Advisors LLC 16,397 $2,461k Jun 30, 2019 Aug 5, 2019
Strategic Financial Services Inc 16,161 $2,426k Jun 30, 2019 Aug 13, 2019
Altavista Wealth Management Inc 15,227 $2,285k Jun 30, 2019 Aug 13, 2019
Neumann Capital Management LLC 15,091 $2,265k Jun 30, 2019 Jul 25, 2019
Cadinha & Co LLC 14,739 $2,212k Jun 30, 2019 Aug 9, 2019
Confluence Wealth Management LLC 14,442 $2,168k Jun 30, 2019 Aug 9, 2019
Bouchey Financial Group Ltd 14,061 $2,110k Jun 30, 2019 Jul 11, 2019
Phillips Financial Management LLC 13,509 $2,042k Jun 30, 2019 Aug 6, 2019
Columbus Macro LLC 13,527 $2,030k Jun 30, 2019 Jul 16, 2019
Ridgewood Investments LLC 13,484 $2,024k Jun 30, 2019 Jul 12, 2019
Resource Planning Group Ltd 13,220 $1,984k Jun 30, 2019 Jul 18, 2019
Gentrust LLC 13,167 $1,976k Jun 30, 2019 Aug 2, 2019
Private Wealth Partners LLC 12,925 $1,940k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 12,925 $1,940k Jun 30, 2019 Aug 6, 2019
Nikulski Financial Inc 12,738 $1,938k Jun 30, 2019 Jul 22, 2019
Shakespeare Wealth Management Inc 12,848 $1,928k Jun 30, 2019 Aug 12, 2019
Landmark Financial Advisors LLC 12,599 $1,890k Jun 30, 2019 Aug 2, 2019
Boston Research and Management Inc 12,380 $1,858k Jun 30, 2019 Aug 7, 2019
Sowell Financial Services LLC 11,845 $1,714k Mar 31, 2019 May 15, 2019
SAND Hill Global Advisors LLC 11,380 $1,708k Jun 30, 2019 Aug 13, 2019
Parkside Advisors LLC 11,341 $1,702k Jun 30, 2019 Jul 10, 2019
REDW Stanley Financial Advisors LLC 11,286 $1,694k Jun 30, 2019 Aug 9, 2019
van Strum & Towne Inc 11,224 $1,685k Jun 30, 2019 Aug 12, 2019
Global Trust Asset Management LLC 10,799 $1,621k Jun 30, 2019 Jul 23, 2019
Meristem Family Wealth LLC 10,470 $1,571k Jun 30, 2019 Aug 6, 2019
COE Capital Management LLC 10,367 $1,556k Jun 30, 2019 Aug 14, 2019
American Investment Services Inc 10,266 $1,541k Jun 30, 2019 Aug 6, 2019
ACG Wealth Inc 10,249 $1,538k Jun 30, 2019 Aug 6, 2019
ORCA Investment Management LLC 10,214 $1,533k Jun 30, 2019 Jul 17, 2019
Cornell Pochily Investment Advisors Inc 10,086 $1,514k Jun 30, 2019 Jul 22, 2019
LGL Partners LLC 10,028 $1,505k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 9,771 $1,467k Jun 30, 2019 Aug 7, 2019
Successful Portfolios LLC 9,564 $1,435k Jun 30, 2019 Jul 11, 2019
Aldebaran Financial Inc 9,160 $1,375k Jun 30, 2019 Aug 14, 2019
Wealthstreet Investment Advisors LLC 8,940 $1,342k Jun 30, 2019 Jul 16, 2019
Sitrin Capital Management LLC 8,792 $1,320k Jun 30, 2019 Jul 17, 2019
First Wilshire Securities Management Inc 8,750 $1,313k Jun 30, 2019 Aug 14, 2019
USA Financial Portformulas Corporation 8,659 $1,253k Jun 30, 2019 Aug 12, 2019
The Roosevelt Investment Group Inc 8,114 $1,218k Jun 30, 2019 Aug 8, 2019
Weitz Investment Management Inc 8,068 $1,211k Jun 30, 2019 Aug 8, 2019
LVW Advisors LLC 7,828 $1,175k Jun 30, 2019 Aug 14, 2019
BTR Capital Management Inc 7,776 $1,167k Jun 30, 2019 Jul 18, 2019
West Coast Financial LLC 7,714 $1,158k Jun 30, 2019 Jul 16, 2019
Birch Hill Investment Advisors LLC 7,121 $1,069k Jun 30, 2019 Jul 22, 2019
Pinkerton Retirement Specialists LLC 7,123 $1,069k Jun 30, 2019 Aug 6, 2019
Osborne Partners Capital Management LLC 7,071 $1,061k Jun 30, 2019 Jul 18, 2019
Kayne Anderson Rudnick Investment Management LLC 6,973 $1,046k Jun 30, 2019 Aug 14, 2019
Emery & Howard Portfolio Management 6,890 $1,034k Jun 30, 2019 Aug 9, 2019
White Lighthouse Investment Management Inc 6,784 $1,018k Jun 30, 2019 Jul 31, 2019
Harwood Advisory Group LLC 6,192 $929k Jun 30, 2019 Aug 7, 2019
Main Street Research LLC 5,899 $885k Jun 30, 2019 Aug 8, 2019
Liberty Street Advisors Inc 8,351 $871k Dec 31, 2015 Feb 8, 2016
Exchange Capital Management Inc 5,805 $871k Jun 30, 2019 Jul 22, 2019
Coyle Financial Counsel LLC 5,539 $831k Jun 30, 2019 Aug 13, 2019
HT Partners LLC 5,384 $808k Jun 30, 2019 Jul 9, 2019
HM Capital Management LLC 5,359 $804k Jun 30, 2019 Jul 24, 2019
Ausdal Financial Partners Inc 5,163 $794k Jun 30, 2019 Aug 5, 2019
Abbrea Capital LLC 5,234 $786k Jun 30, 2019 Jul 31, 2019
Certified Advisory Corp 5,161 $775k Jun 30, 2019 Aug 7, 2019
Berkshire Money Management Inc 5,126 $769k Jun 30, 2019 Jul 29, 2019
Fulcrum Capital LLC 5,000 $750k Jun 30, 2019 Jul 29, 2019
Rossmore Private Capital LLC 4,854 $729k Jun 30, 2019 Aug 5, 2019
Harbor Investment Advisory LLC 4,689 $704k Jun 30, 2019 Jul 30, 2019
Harbor Advisory Corporation 4,689 $704k Jun 30, 2019 Jul 30, 2019
Berkeley Capital Partners LLC 4,686 $703k Jun 30, 2019 Aug 8, 2019
Spears Abacus Advisors LLC 4,632 $695k Jun 30, 2019 Aug 9, 2019
Quadrant Private Wealth Management LLC 4,565 $685k Jun 30, 2019 Aug 13, 2019
Acorn Wealth Advisors LLC 4,552 $680k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 4,203 $631k Jun 30, 2019 Aug 5, 2019
WE ARE One Seven LLC 4,127 $619k Jun 30, 2019 Jul 16, 2019
Chatham Capital Group Inc 4,110 $617k Jun 30, 2019 Jul 24, 2019
Alesco Advisors LLC 3,997 $600k Jun 30, 2019 Aug 14, 2019
Newfocus Financial Group LLC 3,993 $599k Jun 30, 2019 Jul 23, 2019
Lyell Wealth Management LP 3,894 $584k Jun 30, 2019 Aug 1, 2019
Evermay Wealth Management LLC 3,838 $576k Jun 30, 2019 Jul 23, 2019
1919 Investment Counsel LLC 5,664 $574k Sep 30, 2014 Nov 14, 2014
KOPP Investment Advisors LLC 3,800 $570k Jun 30, 2019 Aug 14, 2019
Bristlecone Advisors LLC 3,776 $567k Jun 30, 2019 Jul 19, 2019
Iconiq Capital LLC 3,722 $559k Jun 30, 2019 Aug 15, 2019
Managed Account Services Inc 3,653 $557k Jun 30, 2019 Jul 15, 2019
Independence Financial Advisors LLC 3,593 $539k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 3,593 $539k Jun 30, 2019 Aug 12, 2019
Port Capital LLC 3,485 $523k Jun 30, 2019 Aug 14, 2019
The Financial Consulate Inc 3,464 $520k Jun 30, 2019 Jul 24, 2019
Vista Investment Management LLC 3,426 $514k Jun 30, 2019 Aug 14, 2019
Shepherd Financial Partners LLC 3,393 $509k Jun 30, 2019 Aug 5, 2019
LLBH Private Wealth Management LLC 3,374 $506k Jun 30, 2019 Aug 13, 2019
WSFS Capital Management LLC 3,337 $501k Jun 30, 2019 Aug 14, 2019
American Asset Management Inc 3,336 $501k Jun 30, 2019 Jul 31, 2019
Cobiz Wealth LLC 3,323 $499k Jun 30, 2019 Jul 8, 2019
Clifford SWAN Investment Counsel LLC 3,232 $485k Jun 30, 2019 Aug 13, 2019
Peterson Wealth Advisors LLC 3,139 $471k Jun 30, 2019 Jul 15, 2019
BHK Investment Advisors LLC 3,118 $468k Jun 30, 2019 Aug 2, 2019
Bluesky Wealth Advisors LLC 3,085 $463k Jun 30, 2019 Aug 5, 2019
Polaris Greystone Financial Group LLC 3,048 $461k Jun 30, 2019 Jul 25, 2019
Stony Point Wealth Management Inc 3,006 $457k Jun 30, 2019 Jul 23, 2019
ZWJ Investment Counsel Inc 3,032 $455k Jun 30, 2019 Jul 24, 2019
Crabel Capital Management LLC 3,031 $455k Jun 30, 2019 Aug 13, 2019
Cahill Financial Advisors Inc 3,003 $451k Jun 30, 2019 Aug 14, 2019
Mcguire Investment Group LLC 3,003 $451k Jun 30, 2019 Jul 25, 2019
Financial Life Advisors LLC 2,925 $439k Jun 30, 2019 Jul 29, 2019
Parthenon LLC 2,866 $430k Jun 30, 2019 Jul 29, 2019
Woodstock Corporation 2,855 $429k Jun 30, 2019 Jul 3, 2019
American Financial Network Advisory Services LLC 2,784 $415k Jun 30, 2019 Aug 9, 2019
Janney Capital Management LLC 2,750 $413k Jun 30, 2019 Jul 29, 2019
KARP Capital Management Corporation 2,729 $410k Jun 30, 2019 Aug 8, 2019
Strategic Investment Advisors LLC 2,658 $398k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 2,658 $398k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 2,658 $398k Jun 30, 2019 Jul 22, 2019
Spearhead Capital Advisors LLC 2,638 $396k Jun 30, 2019 Jul 17, 2019
Investment Counsel Inc 2,492 $382k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 2,492 $382k Jun 30, 2019 Jul 29, 2019
Shepherd Kaplan Krochuk LLC 2,511 $377k Jun 30, 2019 Aug 12, 2019
Sicart Associates LLC 2,475 $371k Jun 30, 2019 Jul 23, 2019
BSW Wealth Partners LLC 2,474 $371k Jun 30, 2019 Aug 13, 2019
Greatmark Investment Partners Inc 2,380 $357k Jun 30, 2019 Aug 5, 2019
Highland Private Wealth Management 2,323 $349k Jun 30, 2019 Aug 13, 2019
Southeast Asset Advisors Inc 2,310 $347k Jun 30, 2019 Aug 14, 2019
Granite Group Advisors LLC 2,259 $339k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 2,259 $339k Jun 30, 2019 Jul 23, 2019
Northstar Asset Management LLC 2,230 $335k Jun 30, 2019 Jul 16, 2019
Provident Investment Management Inc 2,205 $331k Jun 30, 2019 Aug 8, 2019
Westover Capital Advisors LLC 2,115 $317k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 2,115 $317k Jun 30, 2019 Aug 2, 2019
Klingman and Associates LLC 2,051 $308k Jun 30, 2019 Jul 24, 2019
Acropolis Investment Management LLC 2,036 $306k Jun 30, 2019 Jul 11, 2019
Lejeune Puetz Investment Counsel 2,035 $305k Jun 30, 2019 Jul 29, 2019
Northstar Wealth Partners LLC 1,997 $300k Jun 30, 2019 Aug 15, 2019
Meridian Investment Counsel Inc 1,937 $291k Jun 30, 2019 Aug 13, 2019
Wealth and Pension Services Group Inc 1,903 $286k Jun 30, 2019 Aug 15, 2019
Vishria BIRD Financial Group LLC 1,875 $281k Jun 30, 2019 Jul 15, 2019
Avondale Wealth Management LLC 1,875 $281k Jun 30, 2019 Jul 26, 2019
Brasada Capital Management LP 1,832 $280k Jun 30, 2019 Aug 7, 2019
Kingfisher Capital LLC 1,817 $273k Jun 30, 2019 Aug 14, 2019
West Branch Capital LLC 1,820 $273k Jun 30, 2019 Aug 5, 2019
Vision Capital Management Inc 1,798 $270k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 1,798 $270k Jun 30, 2019 Jul 29, 2019
Moneywise Inc 1,733 $260k Jun 30, 2019 Jul 17, 2019
Round Table Services LLC 1,676 $252k Jun 30, 2019 Jul 17, 2019
Spectrum Group Management LLC 1,660 $249k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 1,660 $249k Jun 30, 2019 Aug 2, 2019
Cardan Capital Partners LLC 1,660 $249k Jun 30, 2019 Jul 16, 2019
The Retirement Planning Group Inc 1,627 $244k Jun 30, 2019 Jul 25, 2019
HMS Capital Management LLC 1,600 $240k Put Jun 30, 2019 Jul 12, 2019
Thomas Story and SON LLC 1,600 $240k Jun 30, 2019 Jul 29, 2019
Armbruster Capital Management Inc 1,575 $236k Jun 30, 2019 Jul 18, 2019
Mccollum Christoferson Group LLC 1,561 $234k Jun 30, 2019 Jul 11, 2019
AULL & Monroe Investment Management Corp 1,535 $231k Jun 30, 2019 Jul 29, 2019
Beese Fulmer Investment Management Inc 1,506 $226k Jun 30, 2019 Jul 5, 2019
WP Advisors LLC 1,505 $226k Jun 30, 2019 Jul 23, 2019
Abbot Financial Management Inc 1,491 $224k Jun 30, 2019 Aug 8, 2019
Sadoff Investment Management LLC 1,487 $223k Jun 30, 2019 Aug 7, 2019
Foundations Investment Advisors LLC 1,457 $222k Jun 30, 2019 Jul 8, 2019
Willow Creek Wealth Management Inc 1,455 $218k Jun 30, 2019 Jul 22, 2019
Summit Asset Management LLC 1,436 $216k Jun 30, 2019 Aug 7, 2019
California Capital Advisors Inc 1,425 $214k Jun 30, 2019 Jul 15, 2019
Cornerstone Advisory LLC 1,378 $207k Jun 30, 2019 Aug 8, 2019
JGP Wealth Management LLC 1,361 $204k Jun 30, 2019 Jul 15, 2019
Dynasty Wealth Management LLC 1,585 $202k Dec 31, 2018 Feb 12, 2019
Kelman Lazarov Inc 1,341 $201k Jun 30, 2019 Jul 22, 2019
Phoenix Investment Adviser LLC 1,340 $201k Jun 30, 2019 Aug 12, 2019
Garland Capital Management Inc 800 $120k Jun 30, 2019 Jul 24, 2019
Financial Advantage Inc 700 $105k Jun 30, 2019 Jul 23, 2019
Tower VIEW Investment Management & Research LLC 590 $89k Jun 30, 2019 Jul 17, 2019
Transamerica Financial Advisors Inc 584 $88k Jun 30, 2019 Aug 21, 2019
Ironwood Wealth Management LLC 581 $87k Jun 30, 2019 Aug 14, 2019
Interactive Financial Advisors Inc 554 $83k Jun 30, 2019 Jul 17, 2019
America First Investment Advisors LLC 437 $66k Jun 30, 2019 Jul 29, 2019
Mcmillion Capital Management Inc 275 $41k Jun 30, 2019 Jul 25, 2019
Stewart & Patten Co LLC 200 $30k Jun 30, 2019 Jul 17, 2019
New Potomac Partners LLC 150 $23k Jun 30, 2019 Jul 26, 2019
Hirtle Callaghan & Co LLC 145 $22k Jun 30, 2019 Aug 13, 2019
Biltmore Family Office LLC 145 $22k Jun 30, 2019 Jul 31, 2019

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