HoldingsChannel.com
Funds Holding SCHA

On this page, we present all of the funds holding SCHA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHA, with a link to that fund's top holdings. The next columns indicate the amount of SCHA stock held by each of the funds holding SCHA, followed by the SCHA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 853 funds holding SCHA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding SCHA), click the fund name in the "Holder" column of the funds-holding-SCHA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.75,076,083$2,927,216 06/30/2022
     SCHA75,076,083$2,927,216 06/30/2022
Bank of America Corp DE19,390,600$756,040 06/30/2022
     SCHA19,390,600$756,040 06/30/2022
Personal Capital Advisors Corp9,594,303$374,083 06/30/2022
     SCHA9,594,303$374,083 06/30/2022
Sei Investments Co.7,572,680$295,231 06/30/2022
     SCHA7,572,680$295,231 06/30/2022
Charles Schwab Investment Management Inc.7,164,584$279,348 06/30/2022
     SCHA7,164,584$279,348 06/30/2022
Wealth Enhancement Advisory Services LLC2,928,089$117,812 06/30/2022
     SCHA2,928,089$117,812 06/30/2022
Financial Engines Advisors L.L.C.2,884,970$112,484 06/30/2022
     SCHA2,884,970$112,484 06/30/2022
Envestnet Asset Management Inc.2,798,161$109,100 06/30/2022
     SCHA2,798,161$109,100 06/30/2022
Mercer Global Advisors Inc. ADV2,545,108$99,233 06/30/2022
     SCHA2,545,108$99,233 06/30/2022
Advisor Group Holdings Inc.2,200,459$85,944 06/30/2022
     SCHA2,200,459$85,944 06/30/2022
HighTower Advisors LLC1,637,658$63,854 06/30/2022
     SCHA1,637,658$63,854 06/30/2022
Creative Planning1,540,535$60,065 06/30/2022
     SCHA1,540,535$60,065 06/30/2022
Advisory Alpha LLC1,497,195$58,378 06/30/2022
     SCHA1,497,195$58,378 06/30/2022
UBS Group AG1,434,879$55,946 06/30/2022
     SCHA1,434,879$55,946 06/30/2022
Savant Capital LLC1,433,196$55,880 06/30/2022
     SCHA1,433,196$55,880 06/30/2022
AJ Wealth Strategies LLC1,363,424$53,160 06/30/2022
     SCHA1,363,424$53,160 06/30/2022
Mariner LLC1,360,976$53,065 06/30/2022
     SCHA1,360,976$53,065 06/30/2022
Aurum Wealth Management Group LLC1,301,890$50,761 06/30/2022
     SCHA1,301,890$50,761 06/30/2022
Northwestern Mutual Wealth Management Co.1,047,361$40,838 06/30/2022
     SCHA1,047,361$40,838 06/30/2022
Captrust Financial Advisors1,008,631$39,327 06/30/2022
     SCHA1,008,631$39,327 06/30/2022
United Capital Financial Advisers LLC995,892$38,830 06/30/2022
     SCHA995,892$38,830 06/30/2022
Gemmer Asset Management LLC960,119$37,435 06/30/2022
     SCHA960,119$37,435 06/30/2022
LPL Financial LLC934,360$36,431 06/30/2022
     SCHA934,360$36,431 06/30/2022
Financial Advisors LLC808,143$31,509 06/30/2022
     SCHA808,143$31,509 06/30/2022
Prime Capital Investment Advisors LLC750,999$29,281 06/30/2022
     SCHA750,999$29,281 06/30/2022
Morgan Stanley744,396$29,024 06/30/2022
     SCHA744,396$29,024 06/30/2022
Klingenstein Fields & Co. LP718,573$28,017 06/30/2022
     SCHA718,573$28,017 06/30/2022
Hoylecohen LLC595,951$23,236 06/30/2022
     SCHA595,951$23,236 06/30/2022
Visionary Wealth Advisors595,264$23,209 06/30/2022
     SCHA595,264$23,209 06/30/2022
American Trust568,168$22,153 06/30/2022
     SCHA568,168$22,153 06/30/2022
RKL Wealth Management LLC568,041$22,148 06/30/2022
     SCHA568,041$22,148 06/30/2022
Legacy Wealth Management Inc566,208$22,076 06/30/2022
     SCHA566,208$22,076 06/30/2022
Rainey & Randall Investment Management Inc.560,605$21,858 06/30/2022
     SCHA560,605$21,858 06/30/2022
Ameriprise Financial Inc.533,822$20,872 06/30/2022
     SCHA533,822$20,872 06/30/2022
Beacon Pointe Advisors LLC526,459$20,527 06/30/2022
     SCHA526,459$20,527 06/30/2022
BerganKDV Wealth Management LLC521,275$20,324 06/30/2022
     SCHA521,275$20,324 06/30/2022
1832 Asset Management L.P.514,140$20,046 06/30/2022
     SCHA514,140$20,046 06/30/2022
Mokosak Advisory Group LLC458,627$17,877 06/30/2022
     SCHA458,627$17,877 06/30/2022
Meridian Management Co.457,823$17,851 06/30/2022
     SCHA457,823$17,851 06/30/2022
New York Life Investment Management LLC451,439$17,602 06/30/2022
     SCHA451,439$17,602 06/30/2022
Moneywise Inc.419,572$16,359 06/30/2022
     SCHA419,572$16,359 06/30/2022
Summit Financial Strategies Inc.390,123$15,211 06/30/2022
     SCHA390,123$15,211 06/30/2022
Wells Fargo & Company MN389,713$15,194 06/30/2022
     SCHA389,713$15,194 06/30/2022
JJJ Advisors Inc.343,336$14,784 06/30/2022
     SCHA343,336$14,784 06/30/2022
Marshall Financial Group Inc. ADV375,066$14,624 06/30/2022
     SCHA375,066$14,624 06/30/2022
BlueSky Wealth Advisors LLC361,229$14,084 06/30/2022
     SCHA361,229$14,084 06/30/2022
Radnor Financial Advisors LLC354,449$13,820 06/30/2022
     SCHA354,449$13,820 06/30/2022
Moneta Group Investment Advisors LLC352,988$13,763 06/30/2022
     SCHA352,988$13,763 06/30/2022
Resources Investment Advisors LLC.348,934$13,605 06/30/2022
     SCHA348,934$13,605 06/30/2022
Bouchey Financial Group Ltd346,727$13,519 06/30/2022
     SCHA346,727$13,519 06/30/2022
North Star Asset Management Inc.325,631$12,697 06/30/2022
     SCHA325,631$12,697 06/30/2022
Thrivent Financial for Lutherans316,806$12,358 06/30/2022
     SCHA316,806$12,358 06/30/2022
Orgel Wealth Management LLC316,652$12,346 06/30/2022
     SCHA316,652$12,346 06/30/2022
Burt Wealth Advisors312,276$12,176 06/30/2022
     SCHA312,276$12,176 06/30/2022
First Republic Investment Management Inc.311,608$12,150 06/30/2022
     SCHA311,608$12,150 06/30/2022
Bangor Savings Bank310,276$12,098 06/30/2022
     SCHA310,276$12,098 06/30/2022
FIDELIS iM LLC307,305$11,982 06/30/2022
     SCHA307,305$11,982 06/30/2022
IFP Advisors Inc159,533$11,871 06/30/2022
     SCHA159,533$11,871 06/30/2022
Strategic Financial Planning Inc.296,524$11,561 06/30/2022
     SCHA296,524$11,561 06/30/2022
Cambridge Investment Research Advisors Inc.291,673$11,372 06/30/2022
     SCHA291,673$11,372 06/30/2022
MUFG Americas Holdings Corp286,917$11,187 06/30/2022
     SCHA286,917$11,187 06/30/2022
Raymond James Financial Services Advisors Inc.276,484$10,780 06/30/2022
     SCHA276,484$10,780 06/30/2022
First National Corp MA ADV274,369$10,698 06/30/2022
     SCHA274,369$10,698 06/30/2022
Revolve Wealth Partners LLC270,575$10,550 06/30/2022
     SCHA270,575$10,550 06/30/2022
Sequoia Financial Advisors LLC268,766$10,479 06/30/2022
     SCHA268,766$10,479 06/30/2022
Truist Financial Corp258,163$10,066 06/30/2022
     SCHA258,163$10,066 06/30/2022
ProVise Management Group LLC257,263$10,031 06/30/2022
     SCHA257,263$10,031 06/30/2022
Northwest Investment Counselors LLC252,659$9,851 06/30/2022
     SCHA252,659$9,851 06/30/2022
Clearwater Capital Advisors LLC251,828$9,819 06/30/2022
     SCHA251,828$9,819 06/30/2022
Ascension Capital Advisors Inc.251,103$9,790 06/30/2022
     SCHA251,103$9,790 06/30/2022
Sage Financial Group Inc.247,173$9,637 06/30/2022
     SCHA247,173$9,637 06/30/2022
Cerity Partners LLC244,307$9,501 06/30/2022
     SCHA244,307$9,501 06/30/2022
Patriot Investment Management Inc.241,295$9,408 06/30/2022
     SCHA241,295$9,408 06/30/2022
Aspire Capital Advisors LLC240,318$9,370 06/30/2022
     SCHA240,318$9,370 06/30/2022
Riversedge Advisors LLC236,869$9,236 06/30/2022
     SCHA236,869$9,236 06/30/2022
Tradition Wealth Management LLC225,824$8,805 06/30/2022
     SCHA225,824$8,805 06/30/2022
MML Investors Services LLC218,778$8,530 06/30/2022
     SCHA218,778$8,530 06/30/2022
HHM Wealth Advisors LLC218,182$8,507 06/30/2022
     SCHA218,182$8,507 06/30/2022
Alliance Wealth Management Group215,884$8,417 06/30/2022
     SCHA215,884$8,417 06/30/2022
Towercrest Capital Management215,884$8,417 06/30/2022
     SCHA215,884$8,417 06/30/2022
AE Wealth Management LLC214,203$8,352 06/30/2022
     SCHA214,203$8,352 06/30/2022
FDx Advisors Inc.206,146$8,038 06/30/2022
     SCHA206,146$8,038 06/30/2022
Buckingham Capital Management Inc.204,795$7,985 06/30/2022
     SCHA204,795$7,985 06/30/2022
Kohmann Bosshard Financial Services LLC203,483$7,934 06/30/2022
     SCHA203,483$7,934 06/30/2022
Sweet Financial Partners LLC202,926$7,912 06/30/2022
     SCHA202,926$7,912 06/30/2022
Buckingham Strategic Wealth LLC196,433$7,659 06/30/2022
     SCHA196,433$7,659 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management194,319$7,576 06/30/2022
     SCHA194,319$7,576 06/30/2022
Summit Wealth & Retirement Planning Inc.189,145$7,375 06/30/2022
     SCHA189,145$7,375 06/30/2022
Johnson Investment Counsel Inc.188,253$7,340 06/30/2022
     SCHA188,253$7,340 06/30/2022
Appleton Partners Inc. MA188,223$7,339 06/30/2022
     SCHA188,223$7,339 06/30/2022
Enterprise Financial Services Corp187,756$7,321 06/30/2022
     SCHA187,756$7,321 06/30/2022
Berger Financial Group Inc185,488$7,232 06/30/2022
     SCHA185,488$7,232 06/30/2022
St. Johns Investment Management Company LLC183,176$7,142 06/30/2022
     SCHA183,176$7,142 06/30/2022
Curbstone Financial Management Corp182,512$7,116 06/30/2022
     SCHA182,512$7,116 06/30/2022
Matrix Trust Co181,062$7,060 06/30/2022
     SCHA181,062$7,060 06/30/2022
Marquette Asset Management LLC176,502$6,882 06/30/2022
     SCHA176,502$6,882 06/30/2022
Scarborough Advisors LLC176,220$6,871 06/30/2022
     SCHA176,220$6,871 06/30/2022
IMA Wealth Inc.175,122$6,828 06/30/2022
     SCHA175,122$6,828 06/30/2022
Salem Investment Counselors Inc.174,392$6,800 06/30/2022
     SCHA174,392$6,800 06/30/2022
WNY Asset Management LLC171,315$6,692 06/30/2022
     SCHA171,315$6,692 06/30/2022
Congress Wealth Management LLC DE 167,321$6,524 06/30/2022
     SCHA167,321$6,524 06/30/2022
Main Street Financial Solutions LLC165,890$6,468 06/30/2022
     SCHA165,890$6,468 06/30/2022
Lutz Financial Services LLC165,508$6,453 06/30/2022
     SCHA165,508$6,453 06/30/2022
Commonwealth Equity Services LLC164,886$6,428 06/30/2022
     SCHA164,886$6,428 06/30/2022
Sontag Advisory LLC164,618$6,418 06/30/2022
     SCHA164,618$6,418 06/30/2022
Curi Capital163,890$6,390 06/30/2022
     SCHA163,890$6,390 06/30/2022
Garde Capital Inc.163,446$6,373 06/30/2022
     SCHA163,446$6,373 06/30/2022
HB Wealth Management LLC162,808$6,348 06/30/2022
     SCHA162,808$6,348 06/30/2022
Jones Financial Companies Lllp161,831$6,315 06/30/2022
     SCHA161,831$6,315 06/30/2022
ForthRight Wealth Management LLC160,280$6,249 06/30/2022
     SCHA160,280$6,249 06/30/2022
Strategic Family Wealth Counselors L.L.C.160,180$6,245 06/30/2022
     SCHA160,180$6,245 06/30/2022
Vista Private Wealth Partners. LLC156,741$6,166 06/30/2022
     SCHA156,741$6,166 06/30/2022
Essex LLC158,135$6,166 06/30/2022
     SCHA158,135$6,166 06/30/2022
Holistic Financial Partners157,542$6,143 06/30/2022
     SCHA157,542$6,143 06/30/2022
Horizon Financial Services LLC153,276$5,976 06/30/2022
     SCHA153,276$5,976 06/30/2022
Meridian Wealth Management LLC152,669$5,953 06/30/2022
     SCHA152,669$5,953 06/30/2022
Morris Financial Concepts Inc.149,814$5,841 06/30/2022
     SCHA149,814$5,841 06/30/2022
Athena Investment Management149,714$5,837 06/30/2022
     SCHA149,714$5,837 06/30/2022
Souders Financial Advisors149,541$5,831 06/30/2022
     SCHA149,541$5,831 06/30/2022
First International Bank & Trust149,268$5,820 06/30/2022
     SCHA149,268$5,820 06/30/2022
Asset Management Group Inc.146,299$5,704 06/30/2022
     SCHA146,299$5,704 06/30/2022
AdvisorNet Financial Inc149,315$5,644 09/30/2022
     SCHA149,315$5,644 09/30/2022
Black Diamond Financial LLC141,050$5,500 06/30/2022
     SCHA141,050$5,500 06/30/2022
Private Advisor Group LLC140,976$5,497 06/30/2022
     SCHA140,976$5,497 06/30/2022
Mather Group LLC.140,415$5,475 06/30/2022
     SCHA140,415$5,475 06/30/2022
Valley Forge Investment Consultants Inc. ADV139,538$5,441 06/30/2022
     SCHA139,538$5,441 06/30/2022
Courage Miller Partners LLC138,958$5,418 06/30/2022
     SCHA138,958$5,418 06/30/2022
Oak Asset Management LLC138,958$5,418 06/30/2022
     SCHA138,958$5,418 06/30/2022
Sargent Bickham Lagudis LLC138,425$5,398 06/30/2022
     SCHA138,425$5,398 06/30/2022
Koshinski Asset Management Inc.136,142$5,308 06/30/2022
     SCHA136,142$5,308 06/30/2022
Kavar Capital Partners Group LLC136,123$5,307 06/30/2022
     SCHA136,123$5,307 06/30/2022
Blue Bell Private Wealth Management LLC133,328$5,198 06/30/2022
     SCHA133,328$5,198 06/30/2022
Cetera Advisor Networks LLC130,713$5,097 06/30/2022
     SCHA130,713$5,097 06/30/2022
Valley National Advisers Inc.124,257$5,003 06/30/2022
     SCHA124,257$5,003 06/30/2022
Dravo Bay LLC121,071$4,998 06/30/2022
     SCHA121,071$4,998 06/30/2022
Texas Yale Capital Corp.126,774$4,943 06/30/2022
     SCHA126,774$4,943 06/30/2022
MAI Capital Management126,376$4,927 06/30/2022
     SCHA126,376$4,927 06/30/2022
Joule Financial LLC125,810$4,905 06/30/2022
     SCHA125,810$4,905 06/30/2022
103,298$4,892 06/30/2022
     SCHA103,298$4,892 06/30/2022
Royal Bank of Canada123,824$4,828 06/30/2022
     SCHA123,824$4,828 06/30/2022
Youngs Advisory Group Inc.118,861$4,634 06/30/2022
     SCHA118,861$4,634 06/30/2022
118,623$4,625 06/30/2022
     SCHA118,623$4,625 06/30/2022
Financial Counselors Inc.118,408$4,617 06/30/2022
     SCHA118,408$4,617 06/30/2022
Portfolio Solutions LLC117,422$4,578 06/30/2022
     SCHA117,422$4,578 06/30/2022
Stifel Financial Corp116,904$4,558 06/30/2022
     SCHA116,904$4,558 06/30/2022
Kestra Advisory Services LLC116,862$4,556 06/30/2022
     SCHA116,862$4,556 06/30/2022
Sightline Wealth Advisors LLC117,495$4,555 06/30/2022
     SCHA117,495$4,555 06/30/2022
Stony Point Wealth Management Inc.115,870$4,518 06/30/2022
     SCHA115,870$4,518 06/30/2022
Missouri Trust & Investment Co113,527$4,426 06/30/2022
     SCHA113,527$4,426 06/30/2022
Sculati Wealth Management LLC113,309$4,418 06/30/2022
     SCHA113,309$4,418 06/30/2022
Friedenthal Financial113,194$4,413 06/30/2022
     SCHA113,194$4,413 06/30/2022
Valmark Advisers Inc.112,984$4,405 06/30/2022
     SCHA112,984$4,405 06/30/2022
Integrated Advisors Network LLC111,587$4,351 06/30/2022
     SCHA111,587$4,351 06/30/2022
Exchange Capital Management Inc.111,045$4,330 06/30/2022
     SCHA111,045$4,330 06/30/2022
Brand Asset Management Group Inc.110,865$4,323 06/30/2022
     SCHA110,865$4,323 06/30/2022
Nicholas Hoffman & Company LLC.109,373$4,264 06/30/2022
     SCHA109,373$4,264 06/30/2022
Carolina Wealth Advisors LLC108,992$4,250 06/30/2022
     SCHA108,992$4,250 06/30/2022
Laurel Wealth Advisors Inc.107,259$4,182 06/30/2022
     SCHA107,259$4,182 06/30/2022
Armor Investment Advisors LLC106,669$4,159 06/30/2022
     SCHA106,669$4,159 06/30/2022
Whittier Trust Co. of Nevada Inc.106,574$4,155 06/30/2022
     SCHA106,574$4,155 06/30/2022
Moisand Fitzgerald Tamayo LLC104,352$4,069 06/30/2022
     SCHA104,352$4,069 06/30/2022
Newman Dignan & Sheerar Inc.103,304$4,028 06/30/2022
     SCHA103,304$4,028 06/30/2022
Ballast Advisors LLC102,644$4,002 06/30/2022
     SCHA102,644$4,002 06/30/2022
Krilogy Financial LLC100,853$3,932 06/30/2022
     SCHA100,853$3,932 06/30/2022
BCS Wealth Management100,326$3,912 06/30/2022
     SCHA100,326$3,912 06/30/2022
Compass Advisory Group LLC99,155$3,866 06/30/2022
     SCHA99,155$3,866 06/30/2022
Arbor Trust Wealth Advisors LLC98,941$3,858 06/30/2022
     SCHA98,941$3,858 06/30/2022
Cahill Financial Advisors Inc.96,887$3,778 06/30/2022
     SCHA96,887$3,778 06/30/2022
Ausdal Financial Partners Inc.95,912$3,740 06/30/2022
     SCHA95,912$3,740 06/30/2022
Family Firm Inc.36,503$3,738 06/30/2022
     SCHA36,503$3,738 06/30/2022
Bell Investment Advisors Inc95,396$3,719 06/30/2022
     SCHA95,396$3,719 06/30/2022
PrairieView Partners LLC95,089$3,708 06/30/2022
     SCHA95,089$3,708 06/30/2022
Provident Wealth Management LLC94,941$3,702 06/30/2022
     SCHA94,941$3,702 06/30/2022
Consilium Wealth Advisory LLC94,500$3,685 06/30/2022
     SCHA94,500$3,685 06/30/2022
EWG Elevate Inc.94,228$3,674 06/30/2022
     SCHA94,228$3,674 06/30/2022
Cetera Investment Advisers93,971$3,664 06/30/2022
     SCHA93,971$3,664 06/30/2022
Adams Wealth Management93,919$3,662 06/30/2022
     SCHA93,919$3,662 06/30/2022
Sunbelt Securities Inc.93,741$3,655 06/30/2022
     SCHA93,741$3,655 06/30/2022
Raymond James & Associates93,528$3,647 06/30/2022
     SCHA93,528$3,647 06/30/2022
YHB Investment Advisors Inc.92,016$3,588 06/30/2022
     SCHA92,016$3,588 06/30/2022
Mission Wealth Management LP90,434$3,526 06/30/2022
     SCHA90,434$3,526 06/30/2022
Planned Solutions Inc.90,220$3,518 06/30/2022
     SCHA90,220$3,518 06/30/2022
Diligent Investors LLC89,506$3,490 06/30/2022
     SCHA89,506$3,490 06/30/2022
Chilton Capital Management LLC88,953$3,468 06/30/2022
     SCHA88,953$3,468 06/30/2022
LVW Advisors LLC88,946$3,468 06/30/2022
     SCHA88,946$3,468 06/30/2022
Avenue 1 Advisors LLC88,295$3,443 06/30/2022
     SCHA88,295$3,443 06/30/2022
Sage Financial Management Group Inc.88,228$3,440 06/30/2022
     SCHA88,228$3,440 06/30/2022
Cresset Asset Management LLC87,944$3,398 06/30/2022
     SCHA87,944$3,398 06/30/2022
Strategic Blueprint LLC86,676$3,379 06/30/2022
     SCHA86,676$3,379 06/30/2022
NBT Bank N A NY85,938$3,351 06/30/2022
     SCHA85,938$3,351 06/30/2022
Global Strategic Investment Solutions LLC85,823$3,346 06/30/2022
     SCHA85,823$3,346 06/30/2022
Paces Ferry Wealth Advisors LLC85,226$3,323 06/30/2022
     SCHA85,226$3,323 06/30/2022
Pittenger & Anderson Inc.84,922$3,311 06/30/2022
     SCHA84,922$3,311 06/30/2022
Relaxing Retirement Coach84,888$3,310 06/30/2022
     SCHA84,888$3,310 06/30/2022
Community Bank N.A.83,735$3,264 06/30/2022
     SCHA83,735$3,264 06/30/2022
Destination Wealth Management83,310$3,248 06/30/2022
     SCHA83,310$3,248 06/30/2022
Client 1ST Advisory Group LLC82,262$3,207 06/30/2022
     SCHA82,262$3,207 06/30/2022
AlphaStar Capital Management LLC79,794$3,111 06/30/2022
     SCHA79,794$3,111 06/30/2022
Chesapeake Wealth Management79,401$3,096 06/30/2022
     SCHA79,401$3,096 06/30/2022
Elwood & Goetz Wealth Advisory Group LLC78,679$3,068 06/30/2022
     SCHA78,679$3,068 06/30/2022
LeJeune Puetz Investment Counsel LLC78,432$3,058 06/30/2022
     SCHA78,432$3,058 06/30/2022
Smithbridge Asset Management Inc. DE77,918$3,038 06/30/2022
     SCHA77,918$3,038 06/30/2022
Market Street Wealth Management Advisors LLC76,792$2,994 06/30/2022
     SCHA76,792$2,994 06/30/2022
Providence Wealth Advisors LLC76,311$2,992 06/30/2022
     SCHA76,311$2,992 06/30/2022
St. Louis Trust Co75,496$2,944 06/30/2022
     SCHA75,496$2,944 06/30/2022
DHJJ Financial Advisors Ltd.75,134$2,937 06/30/2022
     SCHA75,134$2,937 06/30/2022
Fifth Third Securities Inc.74,942$2,922 06/30/2022
     SCHA74,942$2,922 06/30/2022
Nikulski Financial Inc.74,771$2,915 06/30/2022
     SCHA74,771$2,915 06/30/2022
EP Wealth Advisors LLC74,606$2,909 06/30/2022
     SCHA74,606$2,909 06/30/2022
Parsec Financial Management Inc.74,385$2,900 06/30/2022
     SCHA74,385$2,900 06/30/2022
Wealth Architects LLC74,066$2,888 06/30/2022
     SCHA74,066$2,888 06/30/2022
Leavell Investment Management Inc.73,963$2,884 06/30/2022
     SCHA73,963$2,884 06/30/2022
55I LLC71,392$2,784 06/30/2022
     SCHA71,392$2,784 06/30/2022
Chicago Partners Investment Group LLC64,529$2,779 06/30/2022
     SCHA64,529$2,779 06/30/2022
Strategic Capital Advisers Inc.71,096$2,772 06/30/2022
     SCHA71,096$2,772 06/30/2022
Game Plan Financial Advisors LLC71,184$2,760 06/30/2022
     SCHA71,184$2,760 06/30/2022
Coldstream Capital Management Inc.68,280$2,662 06/30/2022
     SCHA68,280$2,662 06/30/2022
WBH Advisory Inc.67,324$2,662 06/30/2022
     SCHA67,324$2,662 06/30/2022
Vision Capital Management Inc.67,370$2,627 06/30/2022
     SCHA67,370$2,627 06/30/2022
Creegan & Nassoura Financial Group LLC67,288$2,624 06/30/2022
     SCHA67,288$2,624 06/30/2022
Southern Wealth Management LLP67,186$2,620 06/30/2022
     SCHA67,186$2,620 06/30/2022
Cobblestone Capital Advisors LLC NY65,125$2,539 06/30/2022
     SCHA65,125$2,539 06/30/2022
Powers Advisory Group LLC64,797$2,526 06/30/2022
     SCHA64,797$2,526 06/30/2022
Garrison Asset Management LLC63,736$2,485 06/30/2022
     SCHA63,736$2,485 06/30/2022
Everhart Financial Group Inc.63,527$2,477 06/30/2022
     SCHA63,527$2,477 06/30/2022
Outfitter Financial LLC63,215$2,465 06/30/2022
     SCHA63,215$2,465 06/30/2022
Private Capital Management LLC51,187$2,424 06/30/2022
     SCHA51,187$2,424 06/30/2022
Element Wealth LLC61,656$2,404 06/30/2022
     SCHA61,656$2,404 06/30/2022
Perigon Wealth Management LLC61,449$2,396 06/30/2022
     SCHA61,449$2,396 06/30/2022
Integrated Wealth Concepts LLC61,223$2,387 06/30/2022
     SCHA61,223$2,387 06/30/2022
Providence First Trust Co61,100$2,382 06/30/2022
     SCHA61,100$2,382 06/30/2022
Carmichael Hill & Associates Inc.60,401$2,355 06/30/2022
     SCHA60,401$2,355 06/30/2022
Evergreen Capital Management LLC60,265$2,350 06/30/2022
     SCHA60,265$2,350 06/30/2022
HBK Sorce Advisory LLC59,769$2,330 06/30/2022
     SCHA59,769$2,330 06/30/2022
Whelan Financial59,618$2,324 06/30/2022
     SCHA59,618$2,324 06/30/2022
Bank of Montreal Can57,852$2,323 06/30/2022
     SCHA57,852$2,323 06/30/2022
GSB Wealth Management LLC59,460$2,318 06/30/2022
     SCHA59,460$2,318 06/30/2022
Citizens Financial Group Inc RI59,320$2,313 06/30/2022
     SCHA59,320$2,313 06/30/2022
Safeguard Financial LLC59,097$2,304 06/30/2022
     SCHA59,097$2,304 06/30/2022
FLC Capital Advisors58,479$2,280 06/30/2022
     SCHA58,479$2,280 06/30/2022
Simplicity Wealth LLC57,912$2,258 06/30/2022
     SCHA57,912$2,258 06/30/2022
Alpha Omega Wealth Management LLC57,437$2,239 06/30/2022
     SCHA57,437$2,239 06/30/2022
Next Capital Management LLC57,224$2,231 06/30/2022
     SCHA57,224$2,231 06/30/2022
Continuum Advisory LLC56,920$2,219 06/30/2022
     SCHA56,920$2,219 06/30/2022
American Investment Services Inc.56,862$2,217 06/30/2022
     SCHA56,862$2,217 06/30/2022
Cutler Investment Counsel LLC56,694$2,210 06/30/2022
     SCHA56,694$2,210 06/30/2022
Your Advocates Ltd. LLP56,659$2,209 06/30/2022
     SCHA56,659$2,209 06/30/2022
Pinnacle Associates Ltd.56,396$2,199 06/30/2022
     SCHA56,396$2,199 06/30/2022
Baird Financial Group Inc.56,366$2,198 06/30/2022
     SCHA56,366$2,198 06/30/2022
Wade G W & Inc.56,209$2,192 06/30/2022
     SCHA56,209$2,192 06/30/2022
SeaCrest Wealth Management LLC55,266$2,155 06/30/2022
     SCHA55,266$2,155 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC54,940$2,142 06/30/2022
     SCHA54,940$2,142 06/30/2022
Investors Research Corp54,716$2,133 06/30/2022
     SCHA54,716$2,133 06/30/2022
Harbor Group Inc.54,636$2,130 06/30/2022
     SCHA54,636$2,130 06/30/2022
Foundations Investment Advisors LLC53,709$2,112 06/30/2022
     SCHA53,709$2,112 06/30/2022
Tortoise Investment Management LLC54,101$2,109 06/30/2022
     SCHA54,101$2,109 06/30/2022
Leisure Capital Management54,069$2,108 06/30/2022
     SCHA54,069$2,108 06/30/2022
Anfield Capital Management LLC53,257$2,076 06/30/2022
     SCHA53,257$2,076 06/30/2022
Upper Left Wealth Management LLC53,220$2,075 06/30/2022
     SCHA53,220$2,075 06/30/2022
Joseph P. Lucia & Associates LLC52,527$2,048 06/30/2022
     SCHA52,527$2,048 06/30/2022
Capital Insight Partners LLC52,255$2,037 06/30/2022
     SCHA52,255$2,037 06/30/2022
Segall Bryant & Hamill LLC50,845$1,981 06/30/2022
     SCHA50,845$1,981 06/30/2022
Moller Financial Services50,623$1,974 06/30/2022
     SCHA50,623$1,974 06/30/2022
Asset Advisors Investment Management LLC49,929$1,947 06/30/2022
     SCHA49,929$1,947 06/30/2022
Collective Family Office LLC49,606$1,934 06/30/2022
     SCHA49,606$1,934 06/30/2022
Cooper Haims Advisors LLC49,438$1,928 06/30/2022
     SCHA49,438$1,928 06/30/2022
Fortis Capital Management LLC49,170$1,917 06/30/2022
     SCHA49,170$1,917 06/30/2022
Apollon Wealth Management LLC49,004$1,911 06/30/2022
     SCHA49,004$1,911 06/30/2022
Domani Wealth LLC48,422$1,888 06/30/2022
     SCHA48,422$1,888 06/30/2022
Barden Capital Management Inc.470,675$1,888 06/30/2022
     SCHA470,675$1,888 06/30/2022
Bartlett & Co. LLC48,152$1,877 06/30/2022
     SCHA48,152$1,877 06/30/2022
Pacific Capital Wealth Advisors Inc.47,329$1,845 06/30/2022
     SCHA47,329$1,845 06/30/2022
HC Advisors LLC47,255$1,842 06/30/2022
     SCHA47,255$1,842 06/30/2022
DB Wealth Management Group LLC47,136$1,838 06/30/2022
     SCHA47,136$1,838 06/30/2022
Broadleaf Partners LLC46,822$1,826 06/30/2022
     SCHA46,822$1,826 06/30/2022
Flower City Capital46,794$1,824 06/30/2022
     SCHA46,794$1,824 06/30/2022
McAdam LLC45,987$1,793 06/30/2022
     SCHA45,987$1,793 06/30/2022
Phillips Financial Management LLC45,804$1,786 06/30/2022
     SCHA45,804$1,786 06/30/2022
JFS Wealth Advisors LLC45,714$1,782 06/30/2022
     SCHA45,714$1,782 06/30/2022
Triangle Securities Wealth Management45,586$1,777 06/30/2022
     SCHA45,586$1,777 06/30/2022
Jordan Park Group LLC45,205$1,763 06/30/2022
     SCHA45,205$1,763 06/30/2022
RE Dickinson Investment Advisors LLC44,257$1,726 06/30/2022
     SCHA44,257$1,726 06/30/2022
Lowe Brockenbrough & Co. Inc.44,088$1,719 06/30/2022
     SCHA44,088$1,719 06/30/2022
Brightworth43,764$1,706 06/30/2022
     SCHA43,764$1,706 06/30/2022
Berkshire Asset Management LLC PA43,678$1,703 06/30/2022
     SCHA43,678$1,703 06/30/2022
Bailard Inc.42,773$1,668 06/30/2022
     SCHA42,773$1,668 06/30/2022
OLD Mission Capital LLC42,697$1,665 06/30/2022
     SCHA42,697$1,665 06/30/2022
WealthShield Partners LLC41,990$1,637 06/30/2022
     SCHA41,990$1,637 06/30/2022
Rainsberger Wealth Advisors Inc.41,847$1,632 06/30/2022
     SCHA41,847$1,632 06/30/2022
Mutual Advisors LLC41,540$1,620 06/30/2022
     SCHA41,540$1,620 06/30/2022
Von Berge Wealth Management Group LLC41,033$1,614 06/30/2022
     SCHA41,033$1,614 06/30/2022
Horst & Graben Wealth Management LLC41,032$1,600 06/30/2022
     SCHA41,032$1,600 06/30/2022
CRA Financial Services LLC40,930$1,596 06/30/2022
     SCHA40,930$1,596 06/30/2022
Procyon Private Wealth Partners LLC40,773$1,590 06/30/2022
     SCHA40,773$1,590 06/30/2022
Schneider Downs Wealth Management Advisors LP40,579$1,582 06/30/2022
     SCHA40,579$1,582 06/30/2022
Janney Montgomery Scott LLC39,673$1,578 06/30/2022
     SCHA39,673$1,578 06/30/2022
Cedar Brook Financial Partners LLC40,465$1,578 06/30/2022
     SCHA40,465$1,578 06/30/2022
Goldman Sachs Group Inc.40,414$1,576 06/30/2022
     SCHA40,414$1,576 06/30/2022
American Century Companies Inc.40,034$1,561 06/30/2022
     SCHA40,034$1,561 06/30/2022
Elmwood Wealth Management Inc.39,378$1,535 06/30/2022
     SCHA39,378$1,535 06/30/2022
Peapack Gladstone Financial Corp39,213$1,529 06/30/2022
     SCHA39,213$1,529 06/30/2022
Topel & Distasi Wealth Management LLC39,068$1,523 06/30/2022
     SCHA39,068$1,523 06/30/2022
CIBC Private Wealth Group LLC38,966$1,520 06/30/2022
     SCHA38,966$1,520 06/30/2022
Columbia Advisory Partners LLC38,575$1,504 06/30/2022
     SCHA38,575$1,504 06/30/2022
Sunburst Financial Group LLC38,177$1,489 06/30/2022
     SCHA38,177$1,489 06/30/2022
Harbour Investments Inc.38,128$1,487 06/30/2022
     SCHA38,128$1,487 06/30/2022
FMR LLC38,055$1,484 06/30/2022
     SCHA38,055$1,484 06/30/2022
Vivaldi Capital Management LLC38,073$1,484 06/30/2022
     SCHA38,073$1,484 06/30/2022
Leo H. Evart Inc.37,902$1,478 06/30/2022
     SCHA37,902$1,478 06/30/2022
Rockefeller Capital Management L.P.37,902$1,477 06/30/2022
     SCHA37,902$1,477 06/30/2022
C M Bidwell & Associates Ltd.37,442$1,460 06/30/2022
     SCHA37,442$1,460 06/30/2022
Lido Advisors LLC36,940$1,440 06/30/2022
     SCHA36,940$1,440 06/30/2022
MADDEN SECURITIES Corp36,368$1,418 06/30/2022
     SCHA36,368$1,418 06/30/2022
Spinnaker Investment Group LLC36,168$1,410 06/30/2022
     SCHA36,168$1,410 06/30/2022
Mainstay Capital Management LLC ADV36,091$1,407 06/30/2022
     SCHA36,091$1,407 06/30/2022
Joseph Group Capital Management36,066$1,406 06/30/2022
     SCHA36,066$1,406 06/30/2022
Avantax Advisory Services Inc.35,870$1,399 06/30/2022
     SCHA35,870$1,399 06/30/2022
Duncker Streett & Co. Inc.35,395$1,380 06/30/2022
     SCHA35,395$1,380 06/30/2022
Lee Financial Co35,268$1,375 06/30/2022
     SCHA35,268$1,375 06/30/2022
Parallel Advisors LLC35,103$1,369 06/30/2022
     SCHA35,103$1,369 06/30/2022
Thrive Wealth Management LLC35,073$1,367 06/30/2022
     SCHA35,073$1,367 06/30/2022
Baldrige Asset Management LLC34,752$1,355 06/30/2022
     SCHA34,752$1,355 06/30/2022
Pillar Wealth Advisors LLC34,586$1,349 06/30/2022
     SCHA34,586$1,349 06/30/2022
Brighton Jones LLC33,441$1,304 06/30/2022
     SCHA33,441$1,304 06/30/2022
Hurlow Wealth Management Group Inc.33,175$1,294 06/30/2022
     SCHA33,175$1,294 06/30/2022
Foster Group Inc.32,965$1,285 06/30/2022
     SCHA32,965$1,285 06/30/2022
Palisade Asset Management LLC32,826$1,280 06/30/2022
     SCHA32,826$1,280 06/30/2022
BCK Partners Inc.32,662$1,273 06/30/2022
     SCHA32,662$1,273 06/30/2022
LTG Capital LLC32,608$1,272 06/30/2022
     SCHA32,608$1,272 06/30/2022
Omega Financial Group LLC32,420$1,264 06/30/2022
     SCHA32,420$1,264 06/30/2022
Aspen Investment Management Inc32,392$1,263 06/30/2022
     SCHA32,392$1,263 06/30/2022
Mengis Capital Management Inc.32,119$1,252 06/30/2022
     SCHA32,119$1,252 06/30/2022
Sage Investment Advisers LLC32,111$1,252 06/30/2022
     SCHA32,111$1,252 06/30/2022
Wisconsin Capital Management LLC32,000$1,248 06/30/2022
     SCHA32,000$1,248 06/30/2022
Summit Asset Management LLC32,000$1,248 06/30/2022
     SCHA32,000$1,248 06/30/2022
Copperleaf Capital LLC31,749$1,238 06/30/2022
     SCHA31,749$1,238 06/30/2022
Susquehanna International Group LLP $1,236 06/30/2022
     Call40,200$1,567 06/30/2022
     Put8,500$331 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC31,598$1,232 06/30/2022
     SCHA31,598$1,232 06/30/2022
Wealthfront Advisers LLC31,131$1,214 06/30/2022
     SCHA31,131$1,214 06/30/2022
Dynamic Advisor Solutions LLC30,385$1,185 06/30/2022
     SCHA30,385$1,185 06/30/2022
Pinkerton Retirement Specialists LLC30,326$1,182 06/30/2022
     SCHA30,326$1,182 06/30/2022
Sharkey Howes & Javer30,195$1,177 06/30/2022
     SCHA30,195$1,177 06/30/2022
Fulton Breakefield Broenniman LLC30,169$1,176 06/30/2022
     SCHA30,169$1,176 06/30/2022
Ergoteles LLC30,036$1,171 06/30/2022
     SCHA30,036$1,171 06/30/2022
Northwest Capital Management Inc29,448$1,148 06/30/2022
     SCHA29,448$1,148 06/30/2022
Quadrant Capital Group LLC29,339$1,144 06/30/2022
     SCHA29,339$1,144 06/30/2022
Nicollet Investment Management Inc.29,306$1,143 06/30/2022
     SCHA29,306$1,143 06/30/2022
My Legacy Advisors LLC28,851$1,141 06/30/2022
     SCHA28,851$1,141 06/30/2022
Stratos Wealth Partners LTD.28,955$1,129 06/30/2022
     SCHA28,955$1,129 06/30/2022
Greenhouse Wealth Management LLC28,769$1,122 06/30/2022
     SCHA28,769$1,122 06/30/2022
Global Retirement Partners LLC28,734$1,120 06/30/2022
     SCHA28,734$1,120 06/30/2022
Strategic Wealth Designers28,731$1,120 06/30/2022
     SCHA28,731$1,120 06/30/2022
Bogart Wealth LLC28,299$1,103 06/30/2022
     SCHA28,299$1,103 06/30/2022
Cantor Fitzgerald L. P.27,943$1,090 06/30/2022
     SCHA27,943$1,090 06/30/2022
Jackson Creek Investment Advisors LLC25,310$1,090 06/30/2022
     SCHA25,310$1,090 06/30/2022
Laidlaw Wealth Management LLC27,861$1,086 06/30/2022
     SCHA27,861$1,086 06/30/2022
Cambridge Advisors Inc.27,755$1,082 06/30/2022
     SCHA27,755$1,082 06/30/2022
Stratos Wealth Advisors LLC27,651$1,078 06/30/2022
     SCHA27,651$1,078 06/30/2022
National Asset Management Inc.27,504$1,073 06/30/2022
     SCHA27,504$1,073 06/30/2022
Summit Place Financial Advisors LLC27,157$1,059 06/30/2022
     SCHA27,157$1,059 06/30/2022
Oarsman Capital Inc.26,963$1,051 06/30/2022
     SCHA26,963$1,051 06/30/2022
Ironwood Wealth Management LLC.26,765$1,044 06/30/2022
     SCHA26,765$1,044 06/30/2022
Liberty Capital Management Inc.26,763$1,043 06/30/2022
     SCHA26,763$1,043 06/30/2022
CVA Family Office LLC26,411$1,030 06/30/2022
     SCHA26,411$1,030 06/30/2022
Pinnacle Wealth Management Advisory Group LLC26,255$1,024 06/30/2022
     SCHA26,255$1,024 06/30/2022
Ameritas Advisory Services LLC26,179$1,021 06/30/2022
     SCHA26,179$1,021 06/30/2022
STA Wealth Management LLC26,159$1,020 06/30/2022
     SCHA26,159$1,020 06/30/2022
Resource Planning Group26,126$1,019 06/30/2022
     SCHA26,126$1,019 06/30/2022
Gladstone Institutional Advisory LLC25,983$1,013 06/30/2022
     SCHA25,983$1,013 06/30/2022
Red Tortoise LLC25,957$1,012 06/30/2022
     SCHA25,957$1,012 06/30/2022
NTB Financial Corp25,851$1,008 06/30/2022
     SCHA25,851$1,008 06/30/2022
Murphy Middleton Hinkle & Parker Inc.25,763$1,004 06/30/2022
     SCHA25,763$1,004 06/30/2022
Firestone Capital Management25,119$979 06/30/2022
     SCHA25,119$979 06/30/2022
Oakwell Private Wealth Management LLC24,826$968 06/30/2022
     SCHA24,826$968 06/30/2022
Allworth Financial LP24,609$960 06/30/2022
     SCHA24,609$960 06/30/2022
Boyd Wealth Management LLC24,414$952 06/30/2022
     SCHA24,414$952 06/30/2022
Naples Global Advisors LLC24,253$946 06/30/2022
     SCHA24,253$946 06/30/2022
Litman Gregory Asset Management LLC23,975$935 06/30/2022
     SCHA23,975$935 06/30/2022
SNS Financial Group LLC23,977$935 06/30/2022
     SCHA23,977$935 06/30/2022
Pettyjohn Wood & White Inc.23,886$931 06/30/2022
     SCHA23,886$931 06/30/2022
Wooster Corthell Wealth Management Inc.23,837$929 06/30/2022
     SCHA23,837$929 06/30/2022
Allen Capital Group LLC23,661$923 06/30/2022
     SCHA23,661$923 06/30/2022
Kiley Juergens Wealth Management LLC23,475$915 06/30/2022
     SCHA23,475$915 06/30/2022
Sheets Smith Wealth Management23,437$914 06/30/2022
     SCHA23,437$914 06/30/2022
Callan Capital LLC23,418$913 06/30/2022
     SCHA23,418$913 06/30/2022
Kingsview Wealth Management LLC23,405$913 06/30/2022
     SCHA23,405$913 06/30/2022
Laraway Financial Inc23,430$913 06/30/2022
     SCHA23,430$913 06/30/2022
Aspire Wealth Management Corp23,314$909 06/30/2022
     SCHA23,314$909 06/30/2022
Capital Analysts LLC23,279$908 06/30/2022
     SCHA23,279$908 06/30/2022
Gradient Capital Advisors LLC22,837$890 06/30/2022
     SCHA22,837$890 06/30/2022
Mitchell Capital Management Co.22,755$887 06/30/2022
     SCHA22,755$887 06/30/2022
Zhang Financial LLC22,742$886 06/30/2022
     SCHA22,742$886 06/30/2022
Grimes & Company Inc.22,507$878 06/30/2022
     SCHA22,507$878 06/30/2022
Cozad Asset Management Inc.22,463$876 06/30/2022
     SCHA22,463$876 06/30/2022
Ironwood Financial llc22,463$876 06/30/2022
     SCHA22,463$876 06/30/2022
Paradigm Strategies in Wealth Management LLC22,386$873 06/30/2022
     SCHA22,386$873 06/30/2022
Boltwood Capital Management22,623$855 09/30/2022
     SCHA22,623$855 09/30/2022
Juncture Wealth Strategies LLC21,903$854 06/30/2022
     SCHA21,903$854 06/30/2022
Patriot Financial Group Insurance Agency LLC21,908$854 06/30/2022
     SCHA21,908$854 06/30/2022
FineMark National Bank & Trust21,879$853 06/30/2022
     SCHA21,879$853 06/30/2022
Woodmont Investment Counsel LLC21,695$846 06/30/2022
     SCHA21,695$846 06/30/2022
blooom inc.18,816$844 06/30/2022
     SCHA18,816$844 06/30/2022
Smith Anglin Financial LLC21,596$842 06/30/2022
     SCHA21,596$842 06/30/2022
Blair William & Co. IL21,581$841 06/30/2022
     SCHA21,581$841 06/30/2022
Roundview Capital LLC21,541$840 06/30/2022
     SCHA21,541$840 06/30/2022
Atria Wealth Solutions Inc.21,514$839 06/30/2022
     SCHA21,514$839 06/30/2022
Cetera Advisors LLC21,223$827 06/30/2022
     SCHA21,223$827 06/30/2022
Belpointe Asset Management LLC21,224$827 06/30/2022
     SCHA21,224$827 06/30/2022
Castle Wealth Management LLC21,194$826 06/30/2022
     SCHA21,194$826 06/30/2022
Opus Capital Group LLC21,081$822 06/30/2022
     SCHA21,081$822 06/30/2022
Acorn Financial Advisory Services Inc. ADV21,018$819 06/30/2022
     SCHA21,018$819 06/30/2022
Evanson Asset Management LLC20,921$816 06/30/2022
     SCHA20,921$816 06/30/2022
Oldfather Financial Services LLC19,394$816 06/30/2022
     SCHA19,394$816 06/30/2022
InterOcean Capital Group LLC20,926$816 06/30/2022
     SCHA20,926$816 06/30/2022
Financial Advisory Service Inc.20,795$811 06/30/2022
     SCHA20,795$811 06/30/2022
Wealthcare Advisory Partners LLC20,700$807 06/30/2022
     SCHA20,700$807 06/30/2022
Csenge Advisory Group21,137$799 09/30/2022
     SCHA21,137$799 09/30/2022
Advisory Services Network LLC20,451$797 06/30/2022
     SCHA20,451$797 06/30/2022
Cabot Wealth Management Inc.20,320$792 06/30/2022
     SCHA20,320$792 06/30/2022
Centaurus Financial Inc.20,280$791 06/30/2022
     SCHA20,280$791 06/30/2022
Charles Schwab Trust Co19,896$776 06/30/2022
     SCHA19,896$776 06/30/2022
Twele Capital Management Inc.19,621$765 06/30/2022
     SCHA19,621$765 06/30/2022
Citadel Advisors LLC $756 06/30/2022
     Call19,400$756 06/30/2022
Wilson & Boucher Capital Management LLC19,287$752 06/30/2022
     SCHA19,287$752 06/30/2022
Columbus Macro LLC19,221$749 06/30/2022
     SCHA19,221$749 06/30/2022
Journey Advisory Group LLC17,166$740 06/30/2022
     SCHA17,166$740 06/30/2022
Stillwater Investment Management LLC18,914$737 06/30/2022
     SCHA18,914$737 06/30/2022
Ifrah Financial Services Inc.18,710$730 06/30/2022
     SCHA18,710$730 06/30/2022
Cedar Wealth Management LLC18,544$723 06/30/2022
     SCHA18,544$723 06/30/2022
S.A. Mason LLC18,235$711 06/30/2022
     SCHA18,235$711 06/30/2022
Renaissance Technologies LLC18,200$710 06/30/2022
     SCHA18,200$710 06/30/2022
Whittier Trust Co.18,004$702 06/30/2022
     SCHA18,004$702 06/30/2022
Guardian Financial Partners LLC17,932$699 06/30/2022
     SCHA17,932$699 06/30/2022
Coastwise Capital Group LLC17,856$696 06/30/2022
     SCHA17,856$696 06/30/2022
One Capital Management LLC17,813$694 06/30/2022
     SCHA17,813$694 06/30/2022
JFG Wealth Management LLC17,779$693 06/30/2022
     SCHA17,779$693 06/30/2022
Intelligence Driven Advisers LLC17,520$689 06/30/2022
     SCHA17,520$689 06/30/2022
Pegasus Asset Management Inc.17,464$681 06/30/2022
     SCHA17,464$681 06/30/2022
Colony Group LLC17,282$674 06/30/2022
     SCHA17,282$674 06/30/2022
Phocas Financial Corp.17,276$674 06/30/2022
     SCHA17,276$674 06/30/2022
YorkBridge Wealth Partners LLC17,161$669 06/30/2022
     SCHA17,161$669 06/30/2022
Campbell Wealth Management17,115$667 06/30/2022
     SCHA17,115$667 06/30/2022
Wealthsource Partners LLC17,094$666 06/30/2022
     SCHA17,094$666 06/30/2022
Dorsey & Whitney Trust CO LLC17,043$665 06/30/2022
     SCHA17,043$665 06/30/2022
BlackRock Inc.17,003$663 06/30/2022
     SCHA17,003$663 06/30/2022
Acropolis Investment Management LLC16,960$661 06/30/2022
     SCHA16,960$661 06/30/2022
Millennium Management LLC16,659$650 06/30/2022
     SCHA16,659$650 06/30/2022
Chevy Chase Trust Holdings Inc.16,604$647 06/30/2022
     SCHA16,604$647 06/30/2022
Brookstone Capital Management15,803$636 06/30/2022
     SCHA15,803$636 06/30/2022
Index Fund Advisors Inc.16,132$629 06/30/2022
     SCHA16,132$629 06/30/2022
Pacific Sun Financial Corp16,090$627 06/30/2022
     SCHA16,090$627 06/30/2022
Blossom Wealth Management16,064$626 06/30/2022
     SCHA16,064$626 06/30/2022
Appleton Group LLC15,972$623 06/30/2022
     SCHA15,972$623 06/30/2022
Strategic Wealth Advisors Group LLC15,659$622 06/30/2022
     SCHA15,659$622 06/30/2022
BOKF NA15,914$620 06/30/2022
     SCHA15,914$620 06/30/2022
Evensky & Katz LLC15,891$620 06/30/2022
     SCHA15,891$620 06/30/2022
Robertson Stephens Wealth Management LLC15,878$619 06/30/2022
     SCHA15,878$619 06/30/2022
Camelot Portfolios LLC15,695$612 06/30/2022
     SCHA15,695$612 06/30/2022
Johnson Financial Group LLC15,711$612 06/30/2022
     SCHA15,711$612 06/30/2022
Eaton Vance Management15,518$605 06/30/2022
     SCHA15,518$605 06/30/2022
Acorn Wealth Advisors LLC15,433$602 06/30/2022
     SCHA15,433$602 06/30/2022
CWA Asset Management Group LLC15,378$600 06/30/2022
     SCHA15,378$600 06/30/2022
Carlton Hofferkamp & Jenks Wealth Management LLC14,850$598 06/30/2022
     SCHA14,850$598 06/30/2022
Bristlecone Advisors LLC15,277$596 06/30/2022
     SCHA15,277$596 06/30/2022
Miracle Mile Advisors LLC15,232$594 06/30/2022
     SCHA15,232$594 06/30/2022
Abacus Planning Group Inc.15,154$591 06/30/2022
     SCHA15,154$591 06/30/2022
Curtis Advisory Group LLC15,004$585 06/30/2022
     SCHA15,004$585 06/30/2022
Sigma Investment Counselors Inc.14,925$582 06/30/2022
     SCHA14,925$582 06/30/2022
Grant GrossMendelsohn LLC14,686$578 06/30/2022
     SCHA14,686$578 06/30/2022
Alpha Cubed Investments LLC14,791$577 06/30/2022
     SCHA14,791$577 06/30/2022
Kaizen Financial Strategies14,801$577 06/30/2022
     SCHA14,801$577 06/30/2022
Great Valley Advisor Group Inc.14,731$575 06/30/2022
     SCHA14,731$575 06/30/2022
14,712$574 06/30/2022
     SCHA14,712$574 06/30/2022
Acas LLC13,300$573 06/30/2022
     SCHA13,300$573 06/30/2022
First Hawaiian Bank14,655$571 06/30/2022
     SCHA14,655$571 06/30/2022
Principle Wealth Partners LLC14,571$568 06/30/2022
     SCHA14,571$568 06/30/2022
Arete Wealth Advisors LLC20,023$566 06/30/2022
     SCHA20,023$566 06/30/2022
Money Concepts Capital Corp14,290$564 06/30/2022
     SCHA14,290$564 06/30/2022
Pensionmark Financial Group LLC12,935$563 06/30/2022
     SCHA12,935$563 06/30/2022
Asset Planning Services Inc. LA ADV14,365$560 06/30/2022
     SCHA14,365$560 06/30/2022
The PNC Financial Services Group Inc.14,319$558 06/30/2022
     SCHA14,319$558 06/30/2022
Tcwp LLC14,335$558 06/30/2022
     SCHA14,335$558 06/30/2022
John W. Brooker & Co. CPAs14,231$555 06/30/2022
     SCHA14,231$555 06/30/2022
FCA Corp TX14,067$548 06/30/2022
     SCHA14,067$548 06/30/2022
D. B. Root & Company LLC13,992$545 06/30/2022
     SCHA13,992$545 06/30/2022
Davidson Trust Co.13,844$540 06/30/2022
     SCHA13,844$540 06/30/2022
Bigelow Investment Advisors LLC13,854$540 06/30/2022
     SCHA13,854$540 06/30/2022
Gillespie Robinson & Grimm Inc.13,790$538 06/30/2022
     SCHA13,790$538 06/30/2022
Bond & Devick Financial Network Inc.13,810$538 06/30/2022
     SCHA13,810$538 06/30/2022
Vise Technologies Inc.13,692$534 06/30/2022
     SCHA13,692$534 06/30/2022
Condor Capital Management13,587$530 06/30/2022
     SCHA13,587$530 06/30/2022
Orion Portfolio Solutions LLC13,561$529 06/30/2022
     SCHA13,561$529 06/30/2022
Bowling Portfolio Management LLC13,956$528 09/30/2022
     SCHA13,956$528 09/30/2022
Great Diamond Partners LLC13,563$528 06/30/2022
     SCHA13,563$528 06/30/2022
GHP Investment Advisors Inc.13,520$527 06/30/2022
     SCHA13,520$527 06/30/2022
Merit Financial Group LLC13,418$523 06/30/2022
     SCHA13,418$523 06/30/2022
Sheaff Brock Investment Advisors LLC13,260$517 06/30/2022
     SCHA13,260$517 06/30/2022
Advisor OS LLC13,260$517 06/30/2022
     SCHA13,260$517 06/30/2022
Equitable Holdings Inc.12,982$506 06/30/2022
     SCHA12,982$506 06/30/2022
Landmark Financial Advisors LLC12,988$506 06/30/2022
     SCHA12,988$506 06/30/2022
Valeo Financial Advisors LLC12,803$499 06/30/2022
     SCHA12,803$499 06/30/2022
Advisor Resource Council12,710$496 06/30/2022
     SCHA12,710$496 06/30/2022
American Financial Advisors LLC12,663$494 06/30/2022
     SCHA12,663$494 06/30/2022
Stokes Family Office LLC12,622$492 06/30/2022
     SCHA12,622$492 06/30/2022
CoreCap Advisors LLC12,616$492 06/30/2022
     SCHA12,616$492 06/30/2022
Evermay Wealth Management LLC12,460$486 06/30/2022
     SCHA12,460$486 06/30/2022
Roger Wittlin Investment Advisory LLC12,487$486 06/30/2022
     SCHA12,487$486 06/30/2022
Walkner Condon Financial Advisors LLC12,326$481 06/30/2022
     SCHA12,326$481 06/30/2022
Cornerstone Wealth Advisors Inc.12,255$478 06/30/2022
     SCHA12,255$478 06/30/2022
Jentner Corp12,234$477 06/30/2022
     SCHA12,234$477 06/30/2022
Clear Investment Research LLC12,217$476 06/30/2022
     SCHA12,217$476 06/30/2022
CWM LLC12,195$475 06/30/2022
     SCHA12,195$475 06/30/2022
Midwest Heritage Bank FSB12,148$474 06/30/2022
     SCHA12,148$474 06/30/2022
Strategic Asset Management LLC12,140$473 06/30/2022
     SCHA12,140$473 06/30/2022
Meritage Portfolio Management12,096$472 06/30/2022
     SCHA12,096$472 06/30/2022
BLB&B Advisors LLC12,074$471 06/30/2022
     SCHA12,074$471 06/30/2022
Capital Advantage Inc.12,091$471 06/30/2022
     SCHA12,091$471 06/30/2022
Baldwin Investment Management LLC11,961$466 06/30/2022
     SCHA11,961$466 06/30/2022
DDD Partners LLC11,958$466 06/30/2022
     SCHA11,958$466 06/30/2022
Selective Wealth Management Inc.11,912$464 06/30/2022
     SCHA11,912$464 06/30/2022
Lbmc Investment Advisors LLC11,688$456 06/30/2022
     SCHA11,688$456 06/30/2022
Fortitude Advisory Group L.L.C.11,632$454 06/30/2022
     SCHA11,632$454 06/30/2022
Arbor Capital Management Inc. ADV11,612$453 06/30/2022
     SCHA11,612$453 06/30/2022
Honkamp Krueger Financial Services Inc.11,347$442 06/30/2022
     SCHA11,347$442 06/30/2022
Creative Financial Designs Inc. ADV11,169$435 06/30/2022
     SCHA11,169$435 06/30/2022
Budros Ruhlin & Roe Inc.11,048$431 06/30/2022
     SCHA11,048$431 06/30/2022
Parsons Capital Management Inc. RI11,033$430 06/30/2022
     SCHA11,033$430 06/30/2022
Armbruster Capital Management Inc.11,040$430 06/30/2022
     SCHA11,040$430 06/30/2022
Vista Capital Partners Inc.11,005$429 06/30/2022
     SCHA11,005$429 06/30/2022
Madison Wealth Management10,945$427 06/30/2022
     SCHA10,945$427 06/30/2022
Wealthcare Capital Management LLC10,797$421 06/30/2022
     SCHA10,797$421 06/30/2022
Townsend Asset Management Corp NC ADV10,722$418 06/30/2022
     SCHA10,722$418 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC10,643$415 06/30/2022
     SCHA10,643$415 06/30/2022
TIAA FSB10,598$414 06/30/2022
     SCHA10,598$414 06/30/2022
Trinity Financial Advisors LLC10,526$410 06/30/2022
     SCHA10,526$410 06/30/2022
Hengehold Capital Management LLC10,462$408 06/30/2022
     SCHA10,462$408 06/30/2022
US Bancorp DE10,440$407 06/30/2022
     SCHA10,440$407 06/30/2022
Beacon Financial Advisory LLC10,448$407 06/30/2022
     SCHA10,448$407 06/30/2022
UMA Financial Services Inc.9,431$406 06/30/2022
     SCHA9,431$406 06/30/2022
Legacy Bridge LLC10,330$403 06/30/2022
     SCHA10,330$403 06/30/2022
Benjamin F. Edwards & Company Inc.10,314$402 06/30/2022
     SCHA10,314$402 06/30/2022
Pine Haven Investment Counsel Inc10,279$401 06/30/2022
     SCHA10,279$401 06/30/2022
Capital Investment Advisory Services LLC10,179$397 06/30/2022
     SCHA10,179$397 06/30/2022
Carnegie Capital Asset Management LLC10,147$396 06/30/2022
     SCHA10,147$396 06/30/2022
Tiemann Investment Advisors LLC10,056$392 06/30/2022
     SCHA10,056$392 06/30/2022
Bank of New York Mellon Corp10,041$391 06/30/2022
     SCHA10,041$391 06/30/2022
Haverford Trust Co.10,001$390 06/30/2022
     SCHA10,001$390 06/30/2022
Austin Private Wealth LLC10,008$390 06/30/2022
     SCHA10,008$390 06/30/2022
B. Riley Wealth Management Inc.9,955$388 06/30/2022
     SCHA9,955$388 06/30/2022
Putnam FL Investment Management Co.9,903$386 06/30/2022
     SCHA9,903$386 06/30/2022
Sigma Planning Corp9,644$376 06/30/2022
     SCHA9,644$376 06/30/2022
Venture Visionary Partners LLC9,608$375 06/30/2022
     SCHA9,608$375 06/30/2022
Synovus Financial Corp9,584$374 06/30/2022
     SCHA9,584$374 06/30/2022
Waterfront Wealth Inc.9,531$372 06/30/2022
     SCHA9,531$372 06/30/2022
H&H Retirement Design & Management INC8,640$372 06/30/2022
     SCHA8,640$372 06/30/2022
ETF Store Inc.9,297$369 06/30/2022
     SCHA9,297$369 06/30/2022
Bell Rock Capital LLC9,444$368 06/30/2022
     SCHA9,444$368 06/30/2022
Carret Asset Management LLC9,424$367 06/30/2022
     SCHA9,424$367 06/30/2022
Change Path LLC9,345$364 06/30/2022
     SCHA9,345$364 06/30/2022
Madden Advisory Services Inc.9,302$363 06/30/2022
     SCHA9,302$363 06/30/2022
Facet Wealth Inc.9,315$363 06/30/2022
     SCHA9,315$363 06/30/2022
Hendershot Investments Inc.9,217$359 06/30/2022
     SCHA9,217$359 06/30/2022
Forte Capital LLC ADV9,118$356 06/30/2022
     SCHA9,118$356 06/30/2022
Valicenti Advisory Services Inc.9,132$356 06/30/2022
     SCHA9,132$356 06/30/2022
Parkside Financial Bank & Trust9,134$356 06/30/2022
     SCHA9,134$356 06/30/2022
Sage Rhino Capital LLC9,100$355 06/30/2022
     SCHA9,100$355 06/30/2022
Baker Tilly Financial LLC9,099$355 06/30/2022
     SCHA9,099$355 06/30/2022
Park Avenue Securities LLC9,010$351 06/30/2022
     SCHA9,010$351 06/30/2022
Aurora Private Wealth Inc.9,010$351 06/30/2022
     SCHA9,010$351 06/30/2022
Crew Capital Management Ltd.8,982$350 06/30/2022
     SCHA8,982$350 06/30/2022
Planning Directions Inc.8,956$349 06/30/2022
     SCHA8,956$349 06/30/2022
Stockman Wealth Management Inc.8,772$342 06/30/2022
     SCHA8,772$342 06/30/2022
Spire Wealth Management8,668$338 06/30/2022
     SCHA8,668$338 06/30/2022
J.W. Cole Advisors Inc.8,649$337 06/30/2022
     SCHA8,649$337 06/30/2022
Boyer & Corporon Wealth Management LLC8,613$336 06/30/2022
     SCHA8,613$336 06/30/2022
Aptus Capital Advisors LLC8,609$336 06/30/2022
     SCHA8,609$336 06/30/2022
F3Logic LLC8,626$336 06/30/2022
     SCHA8,626$336 06/30/2022
Chatham Capital Group Inc.8,600$335 06/30/2022
     SCHA8,600$335 06/30/2022
Guardian Wealth Advisors LLC NC8,601$335 06/30/2022
     SCHA8,601$335 06/30/2022
Northern Trust Corp8,501$331 06/30/2022
     SCHA8,501$331 06/30/2022
Rock Point Advisors LLC8,496$331 06/30/2022
     SCHA8,496$331 06/30/2022
Western Wealth Management LLC8,510$331 06/30/2022
     SCHA8,510$331 06/30/2022
Aire Advisors LLC8,436$330 06/30/2022
     SCHA8,436$330 06/30/2022
Altfest L J & Co. Inc.8,413$328 06/30/2022
     SCHA8,413$328 06/30/2022
Mayfair Advisory Group LLC7,566$326 06/30/2022
     SCHA7,566$326 06/30/2022
Spectrum Management Group LLC8,298$324 06/30/2022
     SCHA8,298$324 06/30/2022
Jacobsen Capital Management8,304$324 06/30/2022
     SCHA8,304$324 06/30/2022
West Oak Capital LLC8,293$323 06/30/2022
     SCHA8,293$323 06/30/2022
Alesco Advisors LLC8,145$318 06/30/2022
     SCHA8,145$318 06/30/2022
Planning Alternatives Ltd. ADV8,135$317 06/30/2022
     SCHA8,135$317 06/30/2022
MJP Associates Inc. ADV8,006$312 06/30/2022
     SCHA8,006$312 06/30/2022
Weik Capital Management8,000$312 06/30/2022
     SCHA8,000$312 06/30/2022
Penobscot Investment Management Company Inc.8,000$312 06/30/2022
     SCHA8,000$312 06/30/2022
Triton Wealth Management PLLC7,026$303 06/30/2022
     SCHA7,026$303 06/30/2022
Sovereign Financial Group Inc.7,772$303 06/30/2022
     SCHA7,772$303 06/30/2022
Wall Street Access Asset Management LLC7,764$302 06/30/2022
     SCHA7,764$302 06/30/2022
Gilbert & Cook Inc.7,752$302 06/30/2022
     SCHA7,752$302 06/30/2022
Sentinel Pension Advisors Inc.7,756$302 06/30/2022
     SCHA7,756$302 06/30/2022
Proffitt & Goodson Inc.7,730$301 06/30/2022
     SCHA7,730$301 06/30/2022
Waypoint Capital Advisors LLC7,692$300 06/30/2022
     SCHA7,692$300 06/30/2022
Jeppson Wealth Management LLC7,637$298 06/30/2022
     SCHA7,637$298 06/30/2022
Foster & Motley Inc.7,596$296 06/30/2022
     SCHA7,596$296 06/30/2022
First National Bank of Mount Dora Trust Investment Services7,600$296 06/30/2022
     SCHA7,600$296 06/30/2022
Van Hulzen Asset Management LLC7,602$296 06/30/2022
     SCHA7,602$296 06/30/2022
Front Row Advisors LLC7,546$294 06/30/2022
     SCHA7,546$294 06/30/2022
Tranquility Partners LLC7,491$292 06/30/2022
     SCHA7,491$292 06/30/2022
Better Money Decisions LLC7,425$290 06/30/2022
     SCHA7,425$290 06/30/2022
Somerset Group LLC7,245$282 06/30/2022
     SCHA7,245$282 06/30/2022
Fiduciary Group LLC6,292$282 06/30/2022
     SCHA6,292$282 06/30/2022
Holderness Investments Co.7,114$277 06/30/2022
     SCHA7,114$277 06/30/2022
Tradewinds Capital Management LLC7,026$274 06/30/2022
     SCHA7,026$274 06/30/2022
Fusion Capital LLC6,992$273 06/30/2022
     SCHA6,992$273 06/30/2022
Aveo Capital Partners LLC6,949$271 06/30/2022
     SCHA6,949$271 06/30/2022
Strategic Financial Services Inc 6,916$270 06/30/2022
     SCHA6,916$270 06/30/2022
Plancorp LLC6,937$270 06/30/2022
     SCHA6,937$270 06/30/2022
Bedel Financial Consulting Inc.6,807$265 06/30/2022
     SCHA6,807$265 06/30/2022
Fagan Associates Inc.6,739$263 06/30/2022
     SCHA6,739$263 06/30/2022
Baker Avenue Asset Management LP6,726$262 06/30/2022
     SCHA6,726$262 06/30/2022
River Wealth Advisors LLC6,594$257 06/30/2022
     SCHA6,594$257 06/30/2022
BNC Wealth Management LLC6,600$257 06/30/2022
     SCHA6,600$257 06/30/2022
Nwam LLC6,457$256 06/30/2022
     SCHA6,457$256 06/30/2022
Pennsylvania Capital Management Inc. ADV6,552$255 06/30/2022
     SCHA6,552$255 06/30/2022
Cross Staff Investments Inc6,219$254 06/30/2022
     SCHA6,219$254 06/30/2022
Pure Financial Advisors Inc.6,488$253 06/30/2022
     SCHA6,488$253 06/30/2022
Gofen & Glossberg LLC IL6,436$251 06/30/2022
     SCHA6,436$251 06/30/2022
Sfmg LLC6,444$251 06/30/2022
     SCHA6,444$251 06/30/2022
SILVER OAK SECURITIES Inc6,037$250 06/30/2022
     SCHA6,037$250 06/30/2022
Glaxis Capital Management LLC6,375$249 06/30/2022
     SCHA6,375$249 06/30/2022
Lowery Thomas LLC6,381$249 06/30/2022
     SCHA6,381$249 06/30/2022
Dakota Wealth Management6,341$247 06/30/2022
     SCHA6,341$247 06/30/2022
Nottingham Advisors Inc.6,314$246 06/30/2022
     SCHA6,314$246 06/30/2022
Aurora Investment Managers LLC.6,297$246 06/30/2022
     SCHA6,297$246 06/30/2022
Modus Advisors LLC6,271$245 06/30/2022
     SCHA6,271$245 06/30/2022
LifeSteps Financial Inc.6,244$243 06/30/2022
     SCHA6,244$243 06/30/2022
Arcus Capital Partners LLC6,194$242 06/30/2022
     SCHA6,194$242 06/30/2022
Summit Financial LLC6,170$241 06/30/2022
     SCHA6,170$241 06/30/2022
Peak Financial Management Inc.6,122$239 06/30/2022
     SCHA6,122$239 06/30/2022
U.S. Capital Wealth Advisors LLC6,119$239 06/30/2022
     SCHA6,119$239 06/30/2022
Family Management Corp6,095$238 06/30/2022
     SCHA6,095$238 06/30/2022
Goepper Burkhardt LLC4,996$237 06/30/2022
     SCHA4,996$237 06/30/2022
Warner Financial Inc.6,036$235 06/30/2022
     SCHA6,036$235 06/30/2022
Geometric Wealth Advisors5,979$233 06/30/2022
     SCHA5,979$233 06/30/2022
BOK Financial Private Wealth Inc.5,948$232 06/30/2022
     SCHA5,948$232 06/30/2022
Merriman Wealth Management LLC5,941$232 06/30/2022
     SCHA5,941$232 06/30/2022
Guardian Wealth Management Inc.5,957$232 06/30/2022
     SCHA5,957$232 06/30/2022
Brown Advisory Inc.5,901$230 06/30/2022
     SCHA5,901$230 06/30/2022
Aspiriant LLC5,910$230 06/30/2022
     SCHA5,910$230 06/30/2022
Freestone Capital Holdings LLC5,885$229 06/30/2022
     SCHA5,885$229 06/30/2022
BSW Wealth Partners5,844$228 06/30/2022
     SCHA5,844$228 06/30/2022
Dowling & Yahnke LLC5,790$226 06/30/2022
     SCHA5,790$226 06/30/2022
Godshalk Welsh Capital Management Inc.5,800$226 06/30/2022
     SCHA5,800$226 06/30/2022
Trellis Advisors LLC5,785$226 06/30/2022
     SCHA5,785$226 06/30/2022
Advisors Capital Management LLC5,721$223 06/30/2022
     SCHA5,721$223 06/30/2022
Astoria Portfolio Advisors LLC.5,721$223 06/30/2022
     SCHA5,721$223 06/30/2022
TNF LLC5,368$222 06/30/2022
     SCHA5,368$222 06/30/2022
Keystone Wealth Services LLC5,641$220 06/30/2022
     SCHA5,641$220 06/30/2022
Marshall Financial Group LLC5,625$219 06/30/2022
     SCHA5,625$219 06/30/2022
Great Lakes Advisors LLC5,578$217 06/30/2022
     SCHA5,578$217 06/30/2022
SJA Financial Advisory LLC5,550$216 06/30/2022
     SCHA5,550$216 06/30/2022
South Shore Capital Advisors5,523$215 06/30/2022
     SCHA5,523$215 06/30/2022
AHL Investment Management Inc.5,503$215 06/30/2022
     SCHA5,503$215 06/30/2022
Capital Advisors Inc. OK5,493$214 06/30/2022
     SCHA5,493$214 06/30/2022
Annapolis Financial Services LLC5,498$214 06/30/2022
     SCHA5,498$214 06/30/2022
RWM Asset Management LLC5,477$214 06/30/2022
     SCHA5,477$214 06/30/2022
Granite Bay Wealth Management LLC5,457$213 06/30/2022
     SCHA5,457$213 06/30/2022
BKD Wealth Advisors LLC5,449$212 06/30/2022
     SCHA5,449$212 06/30/2022
Independent Wealth Network Inc.5,426$212 06/30/2022
     SCHA5,426$212 06/30/2022
Gainplan LLC5,392$211 06/30/2022
     SCHA5,392$211 06/30/2022
Blueprint Investment Partners LLC5,386$210 06/30/2022
     SCHA5,386$210 06/30/2022
Blue Barn Wealth LLC5,351$209 06/30/2022
     SCHA5,351$209 06/30/2022
UMB Bank N A MO5,342$208 06/30/2022
     SCHA5,342$208 06/30/2022
Prudential Financial Inc.5,202$205 06/30/2022
     SCHA5,202$205 06/30/2022
Patton Albertson Miller Group LLC5,241$204 06/30/2022
     SCHA5,241$204 06/30/2022
Financial Life Advisors5,164$201 06/30/2022
     SCHA5,164$201 06/30/2022
Cardiff Park Advisors LLC5,121$200 06/30/2022
     SCHA5,121$200 06/30/2022
Evoke Wealth LLC5,084$198 06/30/2022
     SCHA5,084$198 06/30/2022
Pinnacle Financial Partners Inc.4,943$193 06/30/2022
     SCHA4,943$193 06/30/2022
Capital Advisors Ltd. LLC4,946$193 06/30/2022
     SCHA4,946$193 06/30/2022
Manchester Capital Management LLC4,863$190 06/30/2022
     SCHA4,863$190 06/30/2022
Sandy Spring Bank4,734$184 06/30/2022
     SCHA4,734$184 06/30/2022
Tower Research Capital LLC TRC 4,715$184 06/30/2022
     SCHA4,715$184 06/30/2022
Laurel Wealth Advisors LLC4,490$175 06/30/2022
     SCHA4,490$175 06/30/2022
Clearview Wealth Advisors LLC4,484$175 06/30/2022
     SCHA4,484$175 06/30/2022
Signaturefd LLC4,290$167 06/30/2022
     SCHA4,290$167 06/30/2022
Horizons Wealth Management4,396$166 09/30/2022
     SCHA4,396$166 09/30/2022
Heritage Wealth Management LLC4,229$165 06/30/2022
     SCHA4,229$165 06/30/2022
Larson Financial Group LLC4,195$164 06/30/2022
     SCHA4,195$164 06/30/2022
Ritter Daniher Financial Advisory LLC DE3,882$151 06/30/2022
     SCHA3,882$151 06/30/2022
Farmers & Merchants Investments Inc.3,719$145 06/30/2022
     SCHA3,719$145 06/30/2022
Geneos Wealth Management Inc.3,617$142 06/30/2022
     SCHA3,617$142 06/30/2022
Clearstead Advisors LLC3,498$136 06/30/2022
     SCHA3,498$136 06/30/2022
Islay Capital Management LLC3,480$136 06/30/2022
     SCHA3,480$136 06/30/2022
BDO Wealth Advisors LLC3,424$134 06/30/2022
     SCHA3,424$134 06/30/2022
North Star Investment Management Corp.3,338$130 06/30/2022
     SCHA3,338$130 06/30/2022
JPMorgan Chase & Co.3,259$127 06/30/2022
     SCHA3,259$127 06/30/2022
Optimum Investment Advisors3,120$122 06/30/2022
     SCHA3,120$122 06/30/2022
Kathleen S. Wright Associates Inc.3,105$121 06/30/2022
     SCHA3,105$121 06/30/2022
Hudock Inc.3,071$119 06/30/2022
     SCHA3,071$119 06/30/2022
First Community Trust NA2,900$113 06/30/2022
     SCHA2,900$113 06/30/2022
Cordant Inc.2,884$112 06/30/2022
     SCHA2,884$112 06/30/2022
Oxford Financial Group Ltd.2,772$108 06/30/2022
     SCHA2,772$108 06/30/2022
Level Financial Advisors Inc.2,602$101 06/30/2022
     SCHA2,602$101 06/30/2022
Capital Directions Investment Advisors LLC2,446$95 06/30/2022
     SCHA2,446$95 06/30/2022
MCF Advisors LLC2,384$93 06/30/2022
     SCHA2,384$93 06/30/2022
Key Financial Inc2,346$93 06/30/2022
     SCHA2,346$93 06/30/2022
Bessemer Group Inc.2,348$92 06/30/2022
     SCHA2,348$92 06/30/2022
Carolinas Wealth Consulting LLC2,371$92 06/30/2022
     SCHA2,371$92 06/30/2022
TCI Wealth Advisors Inc.2,156$84 06/30/2022
     SCHA2,156$84 06/30/2022
HM Payson & Co.1,886$74 06/30/2022
     SCHA1,886$74 06/30/2022
Column Capital Advisors LLC1,794$70 06/30/2022
     SCHA1,794$70 06/30/2022
Lakeview Capital Partners LLC1,737$68 06/30/2022
     SCHA1,737$68 06/30/2022
Pflug Koory LLC1,746$68 06/30/2022
     SCHA1,746$68 06/30/2022
Thompson Siegel & Walmsley LLC1,700$66 06/30/2022
     SCHA1,700$66 06/30/2022
Pinnacle Bank1,703$66 06/30/2022
     SCHA1,703$66 06/30/2022
Tilia Fiduciary Partners Inc.1,651$65 06/30/2022
     SCHA1,651$65 06/30/2022
Avion Wealth1,624$63 06/30/2022
     SCHA1,624$63 06/30/2022
CENTRAL TRUST Co1,552$61 06/30/2022
     SCHA1,552$61 06/30/2022
Ancora Advisors LLC1,556$61 06/30/2022
     SCHA1,556$61 06/30/2022
Costello Asset Management INC1,564$61 06/30/2022
     SCHA1,564$61 06/30/2022
Plante Moran Financial Advisors LLC1,532$60 06/30/2022
     SCHA1,532$60 06/30/2022
Granite Investment Partners LLC1,520$59 06/30/2022
     SCHA1,520$59 06/30/2022
Gables Capital Management Inc.1,514$59 06/30/2022
     SCHA1,514$59 06/30/2022
Worth Asset Management LLC1,524$59 06/30/2022
     SCHA1,524$59 06/30/2022
Atticus Wealth Management LLC1,480$58 06/30/2022
     SCHA1,480$58 06/30/2022
Heritage Financial Services LLC1,460$56 06/30/2022
     SCHA1,460$56 06/30/2022
Burleson & Company LLC1,390$54 06/30/2022
     SCHA1,390$54 06/30/2022
Evolution Advisers Inc.1,373$54 06/30/2022
     SCHA1,373$54 06/30/2022
Huntington National Bank1,208$47 06/30/2022
     SCHA1,208$47 06/30/2022
Deutsche Bank AG1,200$47 06/30/2022
     SCHA1,200$47 06/30/2022
Glenmede Trust Co. NA1,184$46 06/30/2022
     SCHA1,184$46 06/30/2022
AlphaCore Capital LLC1,147$45 06/30/2022
     SCHA1,147$45 06/30/2022
Lindbrook Capital LLC1,127$44 06/30/2022
     SCHA1,127$44 06/30/2022
Gleason Group Inc.1,136$44 06/30/2022
     SCHA1,136$44 06/30/2022
Motco1,106$43 06/30/2022
     SCHA1,106$43 06/30/2022
Ellevest Inc.1,083$42 06/30/2022
     SCHA1,083$42 06/30/2022
Proequities Inc.1,043$41 06/30/2022
     SCHA1,043$41 06/30/2022
First Horizon Advisors Inc.1,054$41 06/30/2022
     SCHA1,054$41 06/30/2022
Blume Capital Management Inc.1,016$40 06/30/2022
     SCHA1,016$40 06/30/2022
Retirement Group LLC1,020$40 06/30/2022
     SCHA1,020$40 06/30/2022
Apeiron RIA LLC1,020$40 06/30/2022
     SCHA1,020$40 06/30/2022
Trustcore Financial Services LLC1,006$39 06/30/2022
     SCHA1,006$39 06/30/2022
Ten Capital Wealth Advisors LLC938$37 06/30/2022
     SCHA938$37 06/30/2022
Sugarloaf Wealth Management LLC928$36 06/30/2022
     SCHA928$36 06/30/2022
Covington Capital Management878$34 06/30/2022
     SCHA878$34 06/30/2022
Fifth Third Bancorp834$33 06/30/2022
     SCHA834$33 06/30/2022
Steward Partners Investment Advisory LLC858$33 06/30/2022
     SCHA858$33 06/30/2022
FinTrust Capital Advisors LLC763$31 06/30/2022
     SCHA763$31 06/30/2022
Ulland Investment Advisors LLC800$31 06/30/2022
     SCHA800$31 06/30/2022
O Shaughnessy Asset Management LLC751$29 06/30/2022
     SCHA751$29 06/30/2022
Founders Capital Management756$29 06/30/2022
     SCHA756$29 06/30/2022
Taddei Ludwig & Associates Inc.672$26 06/30/2022
     SCHA672$26 06/30/2022
Citigroup Inc.654$25 06/30/2022
     SCHA654$25 06/30/2022
Kistler Tiffany Companies LLC630$25 06/30/2022
     SCHA630$25 06/30/2022
Tsfg LLC634$25 06/30/2022
     SCHA634$25 06/30/2022
Rosenberg Matthew Hamilton609$24 06/30/2022
     SCHA609$24 06/30/2022
Albion Financial Group UT594$23 06/30/2022
     SCHA594$23 06/30/2022
Trust Co. of Vermont601$23 06/30/2022
     SCHA601$23 06/30/2022
Clear Perspectives Financial Planning LLC600$23 06/30/2022
     SCHA600$23 06/30/2022
Howe & Rusling Inc.552$22 06/30/2022
     SCHA552$22 06/30/2022
Investors Asset Management of Georgia Inc. GA ADV562$22 06/30/2022
     SCHA562$22 06/30/2022
National Bank of Canada FI212$22 06/30/2022
     SCHA212$22 06/30/2022
Barclays PLC536$21 06/30/2022
     SCHA536$21 06/30/2022
Pin Oak Investment Advisors Inc.550$21 06/30/2022
     SCHA550$21 06/30/2022
Beacon Capital Management LLC446$21 06/30/2022
     SCHA446$21 06/30/2022
Lowe Wealth Advisors LLC520$20 06/30/2022
     SCHA520$20 06/30/2022
RiverTree Advisors LLC19,982$20 06/30/2022
     SCHA19,982$20 06/30/2022
FourThought Financial LLC500$19 06/30/2022
     SCHA500$19 06/30/2022
Gpwm LLC490$19 06/30/2022
     SCHA490$19 06/30/2022
McIlrath & Eck LLC465$18 06/30/2022
     SCHA465$18 06/30/2022
EverSource Wealth Advisors LLC458$18 06/30/2022
     SCHA458$18 06/30/2022
WASHINGTON TRUST Co432$17 06/30/2022
     SCHA432$17 06/30/2022
Atlas Capital Advisors LLC446$17 06/30/2022
     SCHA446$17 06/30/2022
Beaird Harris Wealth Management LLC442$17 06/30/2022
     SCHA442$17 06/30/2022
Franklin Resources Inc.420$16 06/30/2022
     SCHA420$16 06/30/2022
Baystate Wealth Management LLC406$16 06/30/2022
     SCHA406$16 06/30/2022
Global Trust Asset Management LLC405$16 06/30/2022
     SCHA405$16 06/30/2022
Ronald Blue Trust Inc.326$16 06/30/2022
     SCHA326$16 06/30/2022
Prospera Financial Services Inc394$15 06/30/2022
     SCHA394$15 06/30/2022
NWK Group Inc.372$15 06/30/2022
     SCHA372$15 06/30/2022
WFA of San Diego LLC387$15 06/30/2022
     SCHA387$15 06/30/2022
SOA Wealth Advisors LLC.398$15 06/30/2022
     SCHA398$15 06/30/2022
Contravisory Investment Management Inc.354$14 06/30/2022
     SCHA354$14 06/30/2022
Vectors Research Management LLC350$14 06/30/2022
     SCHA350$14 06/30/2022
Piscataqua Savings Bank362$14 06/30/2022
     SCHA362$14 06/30/2022
First Manhattan Co.358$13 06/30/2022
     SCHA358$13 06/30/2022
Gs Investments Inc.292$13 06/30/2022
     SCHA292$13 06/30/2022
Disciplined Investments LLC340$13 06/30/2022
     SCHA340$13 06/30/2022
Accel Wealth Management332$13 06/30/2022
     SCHA332$13 06/30/2022
Maryland Capital Advisors Inc.326$13 06/30/2022
     SCHA326$13 06/30/2022
Operose Advisors LLC340$13 06/30/2022
     SCHA340$13 06/30/2022
Hazlett Burt & Watson Inc.310$12 06/30/2022
     SCHA310$12 06/30/2022
Johnson Financial Group Inc.320$12 06/30/2022
     SCHA320$12 06/30/2022
Surevest LLC318$12 06/30/2022
     SCHA318$12 06/30/2022
Corbenic Partners LLC276$11 06/30/2022
     SCHA276$11 06/30/2022
Rice Partnership LLC270$11 06/30/2022
     SCHA270$11 06/30/2022
Hallmark Capital Management Inc.256$10 06/30/2022
     SCHA256$10 06/30/2022
Adirondack Trust Co.262$10 06/30/2022
     SCHA262$10 06/30/2022
Charter Oak Capital Management LLC245$10 06/30/2022
     SCHA245$10 06/30/2022
Private Ocean LLC252$9 06/30/2022
     SCHA252$9 06/30/2022
199$8 06/30/2022
     SCHA199$8 06/30/2022
Cedar Mountain Advisors LLC194$8 06/30/2022
     SCHA194$8 06/30/2022
Aberdeen Wealth Management LLC200$8 06/30/2022
     SCHA200$8 06/30/2022
HC Financial Advisors Inc.176$7 06/30/2022
     SCHA176$7 06/30/2022
Cambridge Trust Co.178$7 06/30/2022
     SCHA178$7 06/30/2022
Horrell Capital Management Inc.176$7 06/30/2022
     SCHA176$7 06/30/2022
Gradient Investments LLC168$7 06/30/2022
     SCHA168$7 06/30/2022
Zullo Investment Group Inc.182$7 06/30/2022
     SCHA182$7 06/30/2022
Capital Asset Advisory Services LLC151$6 06/30/2022
     SCHA151$6 06/30/2022
Sound Income Strategies LLC151$6 06/30/2022
     SCHA151$6 06/30/2022
GPS Wealth Strategies Group LLC154$6 06/30/2022
     SCHA154$6 06/30/2022
O Dell Group LLC155$6 06/30/2022
     SCHA155$6 06/30/2022
Bellevue Asset Management LLC148$6 06/30/2022
     SCHA148$6 06/30/2022
Archer Investment Corp144$6 06/30/2022
     SCHA144$6 06/30/2022
Robbins Farley LLC154$6 06/30/2022
     SCHA154$6 06/30/2022
Newbridge Financial Services Group Inc.160$6 06/30/2022
     SCHA160$6 06/30/2022
Financial Connections Group Inc.158$6 06/30/2022
     SCHA158$6 06/30/2022
M&R Capital Management Inc.152$5 09/30/2022
     SCHA152$5 09/30/2022
Hanson & Doremus Investment Management119$5 06/30/2022
     SCHA119$5 06/30/2022
Westside Investment Management Inc.134$5 06/30/2022
     SCHA134$5 06/30/2022
SRS Capital Advisors Inc.128$5 06/30/2022
     SCHA128$5 06/30/2022
IAG Wealth Partners LLC132$5 06/30/2022
     SCHA132$5 06/30/2022
Transamerica Financial Advisors Inc.85$4 06/30/2022
     SCHA85$4 06/30/2022
FAI Wealth Management121$4 06/30/2022
     SCHA121$4 06/30/2022
Stonebridge Capital Advisors LLC105$4 06/30/2022
     SCHA105$4 06/30/2022
Morton Brown Family Wealth LLC98$4 06/30/2022
     SCHA98$4 06/30/2022
Tyler Stone Wealth Management100$4 06/30/2022
     SCHA100$4 06/30/2022
Karlinski Andrew C98$4 06/30/2022
     SCHA98$4 06/30/2022
Meeder Asset Management Inc.70$3 06/30/2022
     SCHA70$3 06/30/2022
Godsey & Gibb Associates76$3 06/30/2022
     SCHA76$3 06/30/2022
Fortis Advisors LLC73$3 06/30/2022
     SCHA73$3 06/30/2022
Providence Capital Advisors LLC80$3 06/30/2022
     SCHA80$3 06/30/2022
CNB Bank68$3 06/30/2022
     SCHA68$3 06/30/2022
Concord Wealth Partners74$3 06/30/2022
     SCHA74$3 06/30/2022
TFC Financial Management80$3 06/30/2022
     SCHA80$3 06/30/2022
Sage Mountain Advisors LLC78$3 06/30/2022
     SCHA78$3 06/30/2022
City State Bank74$3 06/30/2022
     SCHA74$3 06/30/2022
Financial Management Professionals Inc.43$2 06/30/2022
     SCHA43$2 06/30/2022
JNBA Financial Advisors42$2 06/30/2022
     SCHA42$2 06/30/2022
Focused Wealth Management Inc42$2 06/30/2022
     SCHA42$2 06/30/2022
Mark Sheptoff Financial Planning LLC50$2 06/30/2022
     SCHA50$2 06/30/2022
Truvestments Capital LLC50$2 06/30/2022
     SCHA50$2 06/30/2022
Founders Financial Alliance LLC60$2 06/30/2022
     SCHA60$2 06/30/2022
Ogorek Anthony Joseph NY ADV46$1 06/30/2022
     SCHA46$1 06/30/2022
Northern Oak Wealth Management Inc.36$1 06/30/2022
     SCHA36$1 06/30/2022
American Research & Management Co.32$1 06/30/2022
     SCHA32$1 06/30/2022
Cutler Group LP $1 06/30/2022
     Call4,200$1 06/30/2022
     Put200$0 06/30/2022
Macroview Investment Management LLC14$1 06/30/2022
     SCHA14$1 06/30/2022
Beacon Capital Management Inc.20$1 06/30/2022
     SCHA20$1 06/30/2022
Cordasco Financial Network30$1 06/30/2022
     SCHA30$1 06/30/2022
Hexagon Capital Partners LLC18$1 06/30/2022
     SCHA18$1 06/30/2022
Raleigh Capital Management Inc.16$1 06/30/2022
     SCHA16$1 06/30/2022
Nomura Asset Management Co. Ltd.0$0 06/30/2022
     SCHA0$0 06/30/2022
NewSquare Capital LLC2$0 06/30/2022
     SCHA2$0 06/30/2022
Center for Financial Planning Inc.8$0 06/30/2022
     SCHA8$0 06/30/2022

See Summary: Institutional Holders of SCHA
See Details: Top 10 Hedge Funds Holding SCHA
Also See: SCHA Holdings Changes

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