HoldingsChannel.com
Funds Holding SCHB
HolderAmountPosition Size
($ in 1000's)
 As of
Wealthfront Advisers LLC11,066,722$850,810 12/31/2019
     SCHB11,066,722$850,810 12/31/2019
Milliman Financial Risk Management LLC9,610,830$738,881 12/31/2019
     SCHB9,610,830$738,881 12/31/2019
Betterment LLC6,511,129$500,576 12/31/2019
     SCHB6,511,129$500,576 12/31/2019
Northern Trust Corp3,063,068$235,489 12/31/2019
     SCHB3,063,068$235,489 12/31/2019
Evensky & Katz LLC2,667,314$205,063 12/31/2019
     SCHB2,667,314$205,063 12/31/2019
UBS Group AG2,139,333$164,472 12/31/2019
     SCHB2,139,333$164,472 12/31/2019
HT Partners LLC1,337,239$102,807 12/31/2019
     SCHB1,337,239$102,807 12/31/2019
Retirement Planning Group1,232,004$94,716 12/31/2019
     SCHB1,232,004$94,716 12/31/2019
Bank of America Corp DE1,218,231$93,658 12/31/2019
     SCHB1,218,231$93,658 12/31/2019
Evergreen Advisors LLC1,139,628$87,615 12/31/2019
     SCHB1,139,628$87,615 12/31/2019
Strid Group LLC1,110,065$85,342 12/31/2019
     SCHB1,110,065$85,342 12/31/2019
Homrich & Berg978,891$75,257 12/31/2019
     SCHB978,891$75,257 12/31/2019
Capital Advisors Inc. OK924,691$71,090 12/31/2019
     SCHB924,691$71,090 12/31/2019
Bouchey Financial Group Ltd841,070$64,661 12/31/2019
     SCHB841,070$64,661 12/31/2019
Total Investment Management Inc.768,114$59,053 12/31/2019
     SCHB768,114$59,053 12/31/2019
Golden State Wealth Management LLC768,114$59,053 12/31/2019
     SCHB768,114$59,053 12/31/2019
Hanson & Doremus Investment Management732,341$56,302 12/31/2019
     SCHB732,341$56,302 12/31/2019
River & Mercantile LLC689,512$53,010 12/31/2019
     SCHB689,512$53,010 12/31/2019
Circle Wealth Management LLC670,055$51,514 12/31/2019
     SCHB670,055$51,514 12/31/2019
Hengehold Capital Management LLC648,712$49,873 12/31/2019
     SCHB648,712$49,873 12/31/2019
United Capital Financial Advisers LLC606,652$46,639 12/31/2019
     SCHB606,652$46,639 12/31/2019
Royal Bank of Canada601,213$46,222 12/31/2019
     SCHB601,213$46,222 12/31/2019
Fort Pitt Capital Group LLC589,516$45,322 12/31/2019
     SCHB589,516$45,322 12/31/2019
BKD Wealth Advisors LLC564,590$43,406 12/31/2019
     SCHB564,590$43,406 12/31/2019
Manchester Financial Inc.560,743$43,110 12/31/2019
     SCHB560,743$43,110 12/31/2019
Envestnet Asset Management Inc.549,172$42,220 12/31/2019
     SCHB549,172$42,220 12/31/2019
Brown Advisory Inc.519,557$39,943 12/31/2019
     SCHB519,557$39,943 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC507,415$39,010 12/31/2019
     SCHB507,415$39,010 12/31/2019
Kays Financial Advisory Corp ADV505,032$38,827 12/31/2019
     SCHB505,032$38,827 12/31/2019
Wells Fargo & Company MN484,889$37,279 12/31/2019
     SCHB484,889$37,279 12/31/2019
Summit Financial Strategies Inc.481,314$37,003 12/31/2019
     SCHB481,314$37,003 12/31/2019
Captrust Financial Advisors474,859$36,821 12/31/2019
     SCHB474,859$36,821 12/31/2019
AdvicePeriod LLC477,848$36,737 12/31/2019
     SCHB477,848$36,737 12/31/2019
North Star Asset Management Inc.472,907$36,357 12/31/2019
     SCHB472,907$36,357 12/31/2019
Accredited Investors Inc.471,723$36,266 12/31/2019
     SCHB471,723$36,266 12/31/2019
JBJ Investment Partners LLC470,977$36,209 12/31/2019
     SCHB470,977$36,209 12/31/2019
Ladenburg Thalmann Financial Services Inc.467,336$35,958 12/31/2019
     SCHB467,336$35,958 12/31/2019
Ogorek Anthony Joseph NY ADV462,258$35,538 12/31/2019
     SCHB462,258$35,538 12/31/2019
Gainplan LLC456,631$35,106 12/31/2019
     SCHB456,631$35,106 12/31/2019
Fiera Capital Corp410,789$31,581 12/31/2019
     SCHB410,789$31,581 12/31/2019
Asset Advisors Investment Management LLC395,326$30,938 12/31/2019
     SCHB395,326$30,938 12/31/2019
SYM FINANCIAL Corp400,827$30,816 12/31/2019
     SCHB400,827$30,816 12/31/2019
Pinkerton Retirement Specialists LLC396,677$30,497 12/31/2019
     SCHB396,677$30,497 12/31/2019
Valley National Advisers Inc.387,685$29,805 12/31/2019
     SCHB387,685$29,805 12/31/2019
SNS Financial Group LLC362,176$27,844 12/31/2019
     SCHB362,176$27,844 12/31/2019
Tanglewood Wealth Management Inc.342,631$26,341 12/31/2019
     SCHB342,631$26,341 12/31/2019
Cobblestone Capital Advisors LLC NY339,285$26,084 12/31/2019
     SCHB339,285$26,084 12/31/2019
WT Wealth Management334,605$25,724 12/31/2019
     SCHB334,605$25,724 12/31/2019
HighTower Advisors LLC328,735$25,284 12/31/2019
     SCHB328,735$25,284 12/31/2019
Wealth Enhancement Advisory Services LLC325,817$25,050 12/31/2019
     SCHB325,817$25,050 12/31/2019
Gemmer Asset Management LLC316,734$24,350 12/31/2019
     SCHB316,734$24,350 12/31/2019
HHM Wealth Advisors LLC316,767$24,276 12/31/2019
     SCHB316,767$24,276 12/31/2019
Mariner LLC315,118$24,226 12/31/2019
     SCHB315,118$24,226 12/31/2019
Patriot Investment Management Inc.304,970$23,446 12/31/2019
     SCHB304,970$23,446 12/31/2019
Almanack Investment Partners LLC.297,279$22,855 12/31/2019
     SCHB297,279$22,855 12/31/2019
Morgan Stanley289,593$22,264 12/31/2019
     SCHB289,593$22,264 12/31/2019
First National Corp MA ADV285,343$21,937 12/31/2019
     SCHB285,343$21,937 12/31/2019
Strategic Advisors LLC281,247$21,622 12/31/2019
     SCHB281,247$21,622 12/31/2019
Personal Capital Advisors Corp273,819$21,051 12/31/2019
     SCHB273,819$21,051 12/31/2019
LPL Financial LLC267,887$20,595 12/31/2019
     SCHB267,887$20,595 12/31/2019
Roble Belko & Company Inc262,613$20,190 12/31/2019
     SCHB262,613$20,190 12/31/2019
Financial Architects Inc245,008$18,836 12/31/2019
     SCHB245,008$18,836 12/31/2019
WBH Advisory Inc.241,585$18,573 12/31/2019
     SCHB241,585$18,573 12/31/2019
Planning Alternatives Ltd. ADV239,115$18,383 12/31/2019
     SCHB239,115$18,383 12/31/2019
KEMPER Corp237,715$18,276 12/31/2019
     SCHB237,715$18,276 12/31/2019
Madden Advisory Services Inc.229,714$17,660 12/31/2019
     SCHB229,714$17,660 12/31/2019
Buckingham Capital Management Inc.227,323$17,477 12/31/2019
     SCHB227,323$17,477 12/31/2019
Strategic Financial Planning Inc.225,948$17,371 12/31/2019
     SCHB225,948$17,371 12/31/2019
Legacy Financial Strategies LLC221,372$17,019 12/31/2019
     SCHB221,372$17,019 12/31/2019
Bartlett & Co. LLC235,508$16,726 09/30/2019
     SCHB235,508$16,726 09/30/2019
Cambridge Investment Research Advisors Inc.203,140$15,617 12/31/2019
     SCHB203,140$15,617 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC199,481$15,420 12/31/2019
     SCHB199,481$15,420 12/31/2019
Financial Services Advisory Inc200,262$15,396 12/31/2019
     SCHB200,262$15,396 12/31/2019
Domani Wealth LLC199,273$15,320 12/31/2019
     SCHB199,273$15,320 12/31/2019
Waldron Private Wealth LLC196,100$15,076 12/31/2019
     SCHB196,100$15,076 12/31/2019
Garrison Asset Management LLC185,289$14,245 12/31/2019
     SCHB185,289$14,245 12/31/2019
OptiFour Integrated Wealth Management LLC179,832$13,826 12/31/2019
     SCHB179,832$13,826 12/31/2019
Brouwer & Janachowski LLC179,704$13,816 12/31/2019
     SCHB179,704$13,816 12/31/2019
Pegasus Asset Management Inc.172,715$13,278 12/31/2019
     SCHB172,715$13,278 12/31/2019
Blue Bell Private Wealth Management LLC160,285$12,323 12/31/2019
     SCHB160,285$12,323 12/31/2019
HBK Sorce Advisory LLC158,718$12,202 12/31/2019
     SCHB158,718$12,202 12/31/2019
Sunburst Financial Group LLC158,578$12,191 12/31/2019
     SCHB158,578$12,191 12/31/2019
Eagle Capital Management LLC157,156$12,082 12/31/2019
     SCHB157,156$12,082 12/31/2019
Blueprint Investment Partners LLC154,778$11,899 12/31/2019
     SCHB154,778$11,899 12/31/2019
USAdvisors Wealth Management LLC153,255$11,782 12/31/2019
     SCHB153,255$11,782 12/31/2019
Tatro Capital LLC151,130$11,619 12/31/2019
     SCHB151,130$11,619 12/31/2019
Resources Investment Advisors LLC.151,073$11,614 12/31/2019
     SCHB151,073$11,614 12/31/2019
TrinityPoint Wealth LLC146,497$11,263 12/31/2019
     SCHB146,497$11,263 12/31/2019
Juncture Wealth Strategies LLC143,050$10,998 12/31/2019
     SCHB143,050$10,998 12/31/2019
Meridian Wealth Partners LLC137,665$10,584 12/31/2019
     SCHB137,665$10,584 12/31/2019
BOK Financial Private Wealth Inc.135,922$10,450 12/31/2019
     SCHB135,922$10,450 12/31/2019
EWG Elevate Inc.135,605$10,425 12/31/2019
     SCHB135,605$10,425 12/31/2019
GYL Financial Synergies LLC134,142$10,313 12/31/2019
     SCHB134,142$10,313 12/31/2019
IMA Wealth Inc.132,684$10,200 12/31/2019
     SCHB132,684$10,200 12/31/2019
Creative Planning129,619$9,965 12/31/2019
     SCHB129,619$9,965 12/31/2019
Modus Advisors LLC127,718$9,819 12/31/2019
     SCHB127,718$9,819 12/31/2019
Spreng Capital Management Inc.123,108$9,464 12/31/2019
     SCHB123,108$9,464 12/31/2019
IFP Advisors Inc120,298$9,283 12/31/2019
     SCHB120,298$9,283 12/31/2019
MML Investors Services LLC117,689$9,048 12/31/2019
     SCHB117,689$9,048 12/31/2019
Alliance Wealth Management Group116,958$8,992 12/31/2019
     SCHB116,958$8,992 12/31/2019
Towercrest Capital Management116,958$8,992 12/31/2019
     SCHB116,958$8,992 12/31/2019
Kalos Management Inc.104,970$8,453 12/31/2019
     SCHB104,970$8,453 12/31/2019
PrairieView Partners LLC109,674$8,432 12/31/2019
     SCHB109,674$8,432 12/31/2019
Roundview Capital LLC108,624$8,351 12/31/2019
     SCHB108,624$8,351 12/31/2019
Fagan Associates Inc.93,520$8,190 12/31/2019
     SCHB93,520$8,190 12/31/2019
Stearns Financial Services Group106,269$8,170 12/31/2019
     SCHB106,269$8,170 12/31/2019
SigFig Wealth Management LLC106,057$8,154 12/31/2019
     SCHB106,057$8,154 12/31/2019
D.B. Root & Company LLC103,657$7,969 12/31/2019
     SCHB103,657$7,969 12/31/2019
Omnia Family Wealth LLC103,069$7,924 12/31/2019
     SCHB103,069$7,924 12/31/2019
Apriem Advisors101,510$7,804 12/31/2019
     SCHB101,510$7,804 12/31/2019
FormulaFolio Investments LLC99,931$7,683 12/31/2019
     SCHB99,931$7,683 12/31/2019
Wealth CMT98,939$7,606 12/31/2019
     SCHB98,939$7,606 12/31/2019
Spectrum Asset Management Inc. NB CA 96,992$7,457 12/31/2019
     SCHB96,992$7,457 12/31/2019
BlackRock Inc.96,580$7,425 12/31/2019
     SCHB96,580$7,425 12/31/2019
Great Lakes Retirement Inc.96,465$7,421 12/31/2019
     SCHB96,465$7,421 12/31/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC96,514$7,420 12/31/2019
     SCHB96,514$7,420 12/31/2019
Trellis Advisors LLC96,451$7,415 12/31/2019
     SCHB96,451$7,415 12/31/2019
Islay Capital Management LLC95,865$7,370 12/31/2019
     SCHB95,865$7,370 12/31/2019
Meridian Wealth Management LLC93,230$7,167 12/31/2019
     SCHB93,230$7,167 12/31/2019
Pacific Wealth Strategies Group Inc.91,861$7,062 12/31/2019
     SCHB91,861$7,062 12/31/2019
AdvisorNet Financial Inc91,509$7,035 12/31/2019
     SCHB91,509$7,035 12/31/2019
Successful Portfolios LLC91,228$7,014 12/31/2019
     SCHB91,228$7,014 12/31/2019
First Business Financial Services Inc.89,823$6,906 12/31/2019
     SCHB89,823$6,906 12/31/2019
Opes Wealth Management LLC88,420$6,798 12/31/2019
     SCHB88,420$6,798 12/31/2019
JMG Financial Group Ltd.87,708$6,743 12/31/2019
     SCHB87,708$6,743 12/31/2019
Genesee Capital Advisors LLC82,294$6,326 12/31/2019
     SCHB82,294$6,326 12/31/2019
Commonwealth Equity Services LLC79,740$6,130 12/31/2019
     SCHB79,740$6,130 12/31/2019
Hoover Financial Advisors Inc.76,721$5,898 12/31/2019
     SCHB76,721$5,898 12/31/2019
Strategic Capital Advisers Inc.76,125$5,852 12/31/2019
     SCHB76,125$5,852 12/31/2019
Aurora Private Wealth Inc.73,902$5,682 12/31/2019
     SCHB73,902$5,682 12/31/2019
Carmichael Hill & Associates Inc.73,691$5,665 12/31/2019
     SCHB73,691$5,665 12/31/2019
Danda Trouve Investment Management Inc.73,431$5,645 12/31/2019
     SCHB73,431$5,645 12/31/2019
Family Firm Inc.72,904$5,605 12/31/2019
     SCHB72,904$5,605 12/31/2019
Youngs Advisory Group Inc.72,730$5,591 12/31/2019
     SCHB72,730$5,591 12/31/2019
Regis Management CO LLC71,900$5,528 12/31/2019
     SCHB71,900$5,528 12/31/2019
Whitener Capital Management Inc.69,941$5,377 12/31/2019
     SCHB69,941$5,377 12/31/2019
Savant Capital LLC69,926$5,376 12/31/2019
     SCHB69,926$5,376 12/31/2019
SeaCrest Wealth Management LLC68,933$5,300 12/31/2019
     SCHB68,933$5,300 12/31/2019
Curbstone Financial Management Corp68,770$5,287 12/31/2019
     SCHB68,770$5,287 12/31/2019
Truepoint Inc.67,959$5,225 12/31/2019
     SCHB67,959$5,225 12/31/2019
RVW Wealth LLC66,423$5,107 12/31/2019
     SCHB66,423$5,107 12/31/2019
AlphaStar Capital Management LLC64,924$4,991 12/31/2019
     SCHB64,924$4,991 12/31/2019
Liberty Capital Management Inc.64,074$4,926 12/31/2019
     SCHB64,074$4,926 12/31/2019
Ironwood Wealth Management LLC.62,822$4,830 12/31/2019
     SCHB62,822$4,830 12/31/2019
Marshall Financial Group Inc. ADV62,459$4,802 12/31/2019
     SCHB62,459$4,802 12/31/2019
Peak Financial Management Inc.62,414$4,798 12/31/2019
     SCHB62,414$4,798 12/31/2019
Susquehanna International Group LLP $4,606 12/31/2019
     Call62,900$4,836 12/31/2019
     Put10,200$784 12/31/2019
     SCHB7,200$554 12/31/2019
Ballast Advisors LLC59,734$4,592 12/31/2019
     SCHB59,734$4,592 12/31/2019
Jane Street Group LLC56,821$4,368 12/31/2019
     SCHB56,821$4,368 12/31/2019
Beacon Wealthcare Inc55,583$4,310 12/31/2019
     SCHB55,583$4,310 12/31/2019
Ackerman Capital Advisors LLC56,000$4,305 12/31/2019
     SCHB56,000$4,305 12/31/2019
Advisory Services Network LLC55,436$4,262 12/31/2019
     SCHB55,436$4,262 12/31/2019
Strategic Family Wealth Counselors L.L.C.55,425$4,261 12/31/2019
     SCHB55,425$4,261 12/31/2019
Alpha Omega Wealth Management LLC55,323$4,253 12/31/2019
     SCHB55,323$4,253 12/31/2019
Advisor Group Inc.54,001$4,153 12/31/2019
     SCHB54,001$4,153 12/31/2019
Prestige Wealth Management Group LLC52,962$4,072 12/31/2019
     SCHB52,962$4,072 12/31/2019
Van Cleef Asset Management Inc52,783$4,058 12/31/2019
     SCHB52,783$4,058 12/31/2019
Shilanski & Associates Inc.52,127$4,008 12/31/2019
     SCHB52,127$4,008 12/31/2019
Venture Visionary Partners LLC51,324$3,945 12/31/2019
     SCHB51,324$3,945 12/31/2019
Chevy Chase Trust Holdings Inc.51,297$3,943 12/31/2019
     SCHB51,297$3,943 12/31/2019
Starfire Investment Advisers Inc.50,542$3,885 12/31/2019
     SCHB50,542$3,885 12/31/2019
CLS Investments LLC50,043$3,847 12/31/2019
     SCHB50,043$3,847 12/31/2019
Raymond James Financial Services Advisors Inc.49,893$3,836 12/31/2019
     SCHB49,893$3,836 12/31/2019
Johnson Investment Counsel Inc.49,764$3,826 12/31/2019
     SCHB49,764$3,826 12/31/2019
Portfolio Solutions LLC48,678$3,742 12/31/2019
     SCHB48,678$3,742 12/31/2019
Koshinski Asset Management Inc.47,999$3,681 12/31/2019
     SCHB47,999$3,681 12/31/2019
Northwestern Mutual Wealth Management Co.47,813$3,676 12/31/2019
     SCHB47,813$3,676 12/31/2019
CFO4Life Group LLC46,530$3,577 12/31/2019
     SCHB46,530$3,577 12/31/2019
Blair William & Co. IL45,938$3,532 12/31/2019
     SCHB45,938$3,532 12/31/2019
Jackson Hole Capital Partners LLC45,599$3,506 12/31/2019
     SCHB45,599$3,506 12/31/2019
Mairs & Power INC45,370$3,488 12/31/2019
     SCHB45,370$3,488 12/31/2019
Sheets Smith Wealth Management45,218$3,476 12/31/2019
     SCHB45,218$3,476 12/31/2019
Ambassador Advisors LLC44,614$3,430 12/31/2019
     SCHB44,614$3,430 12/31/2019
Sowell Financial Services LLC44,120$3,392 12/31/2019
     SCHB44,120$3,392 12/31/2019
NYL Investors LLC43,900$3,375 12/31/2019
     SCHB43,900$3,375 12/31/2019
Boltwood Capital Management43,892$3,374 12/31/2019
     SCHB43,892$3,374 12/31/2019
Belpointe Asset Management LLC43,492$3,343 12/31/2019
     SCHB43,492$3,343 12/31/2019
Mycio Wealth Partners LLC43,308$3,330 12/31/2019
     SCHB43,308$3,330 12/31/2019
JFS Wealth Advisors LLC43,172$3,319 12/31/2019
     SCHB43,172$3,319 12/31/2019
Private Vista LLC42,781$3,288 12/31/2019
     SCHB42,781$3,288 12/31/2019
Zhang Financial LLC42,280$3,288 12/31/2019
     SCHB42,280$3,288 12/31/2019
D.A. Davidson & CO.42,673$3,281 12/31/2019
     SCHB42,673$3,281 12/31/2019
First Republic Investment Management Inc.42,549$3,271 12/31/2019
     SCHB42,549$3,271 12/31/2019
Great Valley Advisor Group Inc.42,261$3,260 12/31/2019
     SCHB42,261$3,260 12/31/2019
Fiduciary Group LLC42,076$3,235 12/31/2019
     SCHB42,076$3,235 12/31/2019
Papp L Roy & Associates41,524$3,192 12/31/2019
     SCHB41,524$3,192 12/31/2019
Asset Dedication LLC41,345$3,179 12/31/2019
     SCHB41,345$3,179 12/31/2019
D L Carlson Investment Group Inc.40,919$3,146 12/31/2019
     SCHB40,919$3,146 12/31/2019
Altfest L J & Co. Inc.40,899$3,144 12/31/2019
     SCHB40,899$3,144 12/31/2019
Krilogy Financial LLC40,494$3,113 12/31/2019
     SCHB40,494$3,113 12/31/2019
Ameriprise Financial Inc.40,430$3,108 12/31/2019
     SCHB40,430$3,108 12/31/2019
AMI Investment Management Inc.40,370$3,104 12/31/2019
     SCHB40,370$3,104 12/31/2019
Voit & Company LLC40,249$3,094 12/31/2019
     SCHB40,249$3,094 12/31/2019
Plante Moran Financial Advisors LLC39,874$3,066 12/31/2019
     SCHB39,874$3,066 12/31/2019
Beacon Pointe Wealth Advisors LLC39,563$3,046 12/31/2019
     SCHB39,563$3,046 12/31/2019
Chesapeake Wealth Management39,229$3,016 12/31/2019
     SCHB39,229$3,016 12/31/2019
Ironwood Financial llc39,031$3,001 12/31/2019
     SCHB39,031$3,001 12/31/2019
ProVise Management Group LLC38,834$2,986 12/31/2019
     SCHB38,834$2,986 12/31/2019
RKL Wealth Management LLC38,811$2,984 12/31/2019
     SCHB38,811$2,984 12/31/2019
Hudock Capital Group LLC38,277$2,968 12/31/2019
     SCHB38,277$2,968 12/31/2019
55I LLC38,513$2,961 12/31/2019
     SCHB38,513$2,961 12/31/2019
Prime Capital Investment Advisors LLC38,375$2,950 12/31/2019
     SCHB38,375$2,950 12/31/2019
Financial Consulate Inc.37,873$2,912 12/31/2019
     SCHB37,873$2,912 12/31/2019
FMR LLC37,785$2,905 12/31/2019
     SCHB37,785$2,905 12/31/2019
Naples Global Advisors LLC37,543$2,886 12/31/2019
     SCHB37,543$2,886 12/31/2019
Sunbelt Securities Inc.150$2,875 12/31/2019
     SCHB150$2,875 12/31/2019
Leavell Investment Management Inc.36,710$2,822 12/31/2019
     SCHB36,710$2,822 12/31/2019
Rockland Trust Co.36,517$2,807 12/31/2019
     SCHB36,517$2,807 12/31/2019
Bogart Wealth LLC36,347$2,794 12/31/2019
     SCHB36,347$2,794 12/31/2019
Gateway Advisory LLC36,274$2,789 12/31/2019
     SCHB36,274$2,789 12/31/2019
Diversified Portfolios Inc.35,151$2,702 12/31/2019
     SCHB35,151$2,702 12/31/2019
KCM Investment Advisors LLC34,713$2,669 12/31/2019
     SCHB34,713$2,669 12/31/2019
Sawgrass Asset Management LLC34,422$2,646 12/31/2019
     SCHB34,422$2,646 12/31/2019
Eaton Vance Management34,391$2,644 12/31/2019
     SCHB34,391$2,644 12/31/2019
Rocky Mountain Advisers LLC34,380$2,643 12/31/2019
     SCHB34,380$2,643 12/31/2019
C M Bidwell & Associates Ltd.34,224$2,631 12/31/2019
     SCHB34,224$2,631 12/31/2019
Sequoia Financial Advisors LLC33,794$2,598 12/31/2019
     SCHB33,794$2,598 12/31/2019
Firestone Capital Management33,399$2,568 12/31/2019
     SCHB33,399$2,568 12/31/2019
Red Door Wealth Management LLC32,306$2,526 12/31/2019
     SCHB32,306$2,526 12/31/2019
Alaska Permanent Capital Management32,612$2,507 12/31/2019
     SCHB32,612$2,507 12/31/2019
APCM Wealth Management for Individuals32,612$2,507 12/31/2019
     SCHB32,612$2,507 12/31/2019
Mercer Global Advisors Inc. ADV32,379$2,489 12/31/2019
     SCHB32,379$2,489 12/31/2019
Strategic Wealth Advisors Group LLC32,344$2,488 12/31/2019
     SCHB32,344$2,488 12/31/2019
REDW Wealth LLC32,347$2,487 12/31/2019
     SCHB32,347$2,487 12/31/2019
Lowe Brockenbrough & Co. Inc.32,278$2,482 12/31/2019
     SCHB32,278$2,482 12/31/2019
Game Plan Financial Advisors LLC32,192$2,475 12/31/2019
     SCHB32,192$2,475 12/31/2019
Valmark Advisers Inc.31,717$2,438 12/31/2019
     SCHB31,717$2,438 12/31/2019
Destination Wealth Management31,675$2,435 12/31/2019
     SCHB31,675$2,435 12/31/2019
Balentine LLC34,000$2,415 09/30/2019
     SCHB34,000$2,415 09/30/2019
PagnatoKarp Partners LLC31,340$2,409 12/31/2019
     SCHB31,340$2,409 12/31/2019
Highland Capital Management LLC31,202$2,399 12/31/2019
     SCHB31,202$2,399 12/31/2019
Private Capital Management LLC33,722$2,395 12/31/2019
     SCHB33,722$2,395 12/31/2019
Bailard Inc.30,967$2,381 12/31/2019
     SCHB30,967$2,381 12/31/2019
Avalon Advisory Group30,204$2,322 12/31/2019
     SCHB30,204$2,322 12/31/2019
Buckingham Asset Management LLC30,173$2,320 12/31/2019
     SCHB30,173$2,320 12/31/2019
Raymond James & Associates30,070$2,312 12/31/2019
     SCHB30,070$2,312 12/31/2019
Wade Financial Advisory Inc29,717$2,285 12/31/2019
     SCHB29,717$2,285 12/31/2019
Mayfair Advisory Group LLC29,506$2,268 12/31/2019
     SCHB29,506$2,268 12/31/2019
Brighton Jones LLC28,553$2,195 12/31/2019
     SCHB28,553$2,195 12/31/2019
Boyer & Corporon Wealth Management LLC28,553$2,195 12/31/2019
     SCHB28,553$2,195 12/31/2019
Vista Capital Partners Inc.28,334$2,178 12/31/2019
     SCHB28,334$2,178 12/31/2019
MinichMacGregor Wealth Management LLC28,210$2,168 12/31/2019
     SCHB28,210$2,168 12/31/2019
Callan Capital LLC28,187$2,167 12/31/2019
     SCHB28,187$2,167 12/31/2019
Parallel Advisors LLC27,970$2,150 12/31/2019
     SCHB27,970$2,150 12/31/2019
Summit Wealth & Retirement Planning Inc.27,456$2,111 12/31/2019
     SCHB27,456$2,111 12/31/2019
LeJeune Puetz Investment Counsel LLC27,369$2,104 12/31/2019
     SCHB27,369$2,104 12/31/2019
Quadrant Capital Group LLC27,794$2,100 12/31/2019
     SCHB27,794$2,100 12/31/2019
Citadel Advisors LLC26,861$2,065 12/31/2019
     SCHB26,861$2,065 12/31/2019
Mutual Advisors LLC26,546$2,041 12/31/2019
     SCHB26,546$2,041 12/31/2019
Merriman Wealth Management LLC26,238$2,017 12/31/2019
     SCHB26,238$2,017 12/31/2019
Opus Capital Group LLC26,079$2,005 12/31/2019
     SCHB26,079$2,005 12/31/2019
Novare Capital Management LLC25,670$1,974 12/31/2019
     SCHB25,670$1,974 12/31/2019
AJ Wealth Strategies LLC24,902$1,915 12/31/2019
     SCHB24,902$1,915 12/31/2019
Salem Investment Counselors Inc.24,712$1,900 12/31/2019
     SCHB24,712$1,900 12/31/2019
Cambridge Advisors Inc.24,162$1,858 12/31/2019
     SCHB24,162$1,858 12/31/2019
Financial Advocates Investment Management24,154$1,857 12/31/2019
     SCHB24,154$1,857 12/31/2019
Private Advisor Group LLC23,776$1,828 12/31/2019
     SCHB23,776$1,828 12/31/2019
Private Portfolio Partners LLC23,640$1,817 12/31/2019
     SCHB23,640$1,817 12/31/2019
Addison Capital Co23,600$1,814 12/31/2019
     SCHB23,600$1,814 12/31/2019
Covenant Multifamily Offices LLC33,763$1,804 12/31/2019
     SCHB33,763$1,804 12/31/2019
CRA Financial Services LLC23,146$1,779 12/31/2019
     SCHB23,146$1,779 12/31/2019
Millennium Management LLC23,083$1,775 12/31/2019
     SCHB23,083$1,775 12/31/2019
Cypress Wealth Services LLC22,781$1,751 12/31/2019
     SCHB22,781$1,751 12/31/2019
Stockman Wealth Management Inc.22,487$1,729 12/31/2019
     SCHB22,487$1,729 12/31/2019
Lincoln Capital Corp22,241$1,710 12/31/2019
     SCHB22,241$1,710 12/31/2019
John W. Brooker & Co. CPAs22,190$1,706 12/31/2019
     SCHB22,190$1,706 12/31/2019
White Pine Investment CO22,084$1,698 12/31/2019
     SCHB22,084$1,698 12/31/2019
PFG Advisors21,691$1,680 12/31/2019
     SCHB21,691$1,680 12/31/2019
Staley Capital Advisers Inc.21,390$1,644 12/31/2019
     SCHB21,390$1,644 12/31/2019
TIAA FSB21,254$1,634 12/31/2019
     SCHB21,254$1,634 12/31/2019
Sigma Investment Counselors Inc.21,222$1,632 12/31/2019
     SCHB21,222$1,632 12/31/2019
Granite Investment Partners LLC20,653$1,625 12/31/2019
     SCHB20,653$1,625 12/31/2019
R. W. Roge & Company Inc.20,984$1,622 12/31/2019
     SCHB20,984$1,622 12/31/2019
MADDEN SECURITIES Corp21,063$1,619 12/31/2019
     SCHB21,063$1,619 12/31/2019
Truist Financial Corp21,038$1,618 12/31/2019
     SCHB21,038$1,618 12/31/2019
Baldrige Asset Management LLC20,899$1,607 12/31/2019
     SCHB20,899$1,607 12/31/2019
Woodmont Investment Counsel LLC20,481$1,575 12/31/2019
     SCHB20,481$1,575 12/31/2019
Bigelow Investment Advisors LLC20,219$1,554 12/31/2019
     SCHB20,219$1,554 12/31/2019
Segall Bryant & Hamill LLC20,125$1,549 12/31/2019
     SCHB20,125$1,549 12/31/2019
Huber Financial Advisors LLC20,151$1,549 12/31/2019
     SCHB20,151$1,549 12/31/2019
Blankinship & Foster LLC20,132$1,548 12/31/2019
     SCHB20,132$1,548 12/31/2019
Wealthcare Capital Management LLC20,118$1,547 12/31/2019
     SCHB20,118$1,547 12/31/2019
Patton Albertson Miller Group LLC19,934$1,533 12/31/2019
     SCHB19,934$1,533 12/31/2019
Horan Capital Advisors LLC.19,926$1,532 12/31/2019
     SCHB19,926$1,532 12/31/2019
Berkshire Asset Management LLC PA19,778$1,521 12/31/2019
     SCHB19,778$1,521 12/31/2019
Colony Group LLC19,771$1,520 12/31/2019
     SCHB19,771$1,520 12/31/2019
Miracle Mile Advisors LLC19,614$1,508 12/31/2019
     SCHB19,614$1,508 12/31/2019
Joseph P. Lucia & Associates LLC19,607$1,507 12/31/2019
     SCHB19,607$1,507 12/31/2019
Pure Financial Advisors Inc.19,338$1,487 12/31/2019
     SCHB19,338$1,487 12/31/2019
Cabot Wealth Management Inc.19,110$1,469 12/31/2019
     SCHB19,110$1,469 12/31/2019
Exchange Capital Management Inc.19,083$1,467 12/31/2019
     SCHB19,083$1,467 12/31/2019
Phocas Financial Corp.19,094$1,467 12/31/2019
     SCHB19,094$1,467 12/31/2019
Sharkey Howes & Javer19,004$1,461 12/31/2019
     SCHB19,004$1,461 12/31/2019
Edge Capital Group LLC19,002$1,461 12/31/2019
     SCHB19,002$1,461 12/31/2019
S.E.E.D. Planning Group LLC18,993$1,460 12/31/2019
     SCHB18,993$1,460 12/31/2019
Palladium Partners LLC18,896$1,453 12/31/2019
     SCHB18,896$1,453 12/31/2019
Orgel Wealth Management LLC18,821$1,447 12/31/2019
     SCHB18,821$1,447 12/31/2019
CVA Family Office LLC18,543$1,426 12/31/2019
     SCHB18,543$1,426 12/31/2019
Aurora Investment Managers LLC.18,211$1,400 12/31/2019
     SCHB18,211$1,400 12/31/2019
Capstone Financial Advisors Inc.18,146$1,395 12/31/2019
     SCHB18,146$1,395 12/31/2019
Veritable L.P.17,947$1,380 12/31/2019
     SCHB17,947$1,380 12/31/2019
Atria Investments LLC17,897$1,376 12/31/2019
     SCHB17,897$1,376 12/31/2019
CWM LLC17,705$1,361 12/31/2019
     SCHB17,705$1,361 12/31/2019
Renaissance Technologies LLC17,580$1,352 12/31/2019
     SCHB17,580$1,352 12/31/2019
BBR Partners LLC17,500$1,345 12/31/2019
     SCHB17,500$1,345 12/31/2019
Asset Management Group Inc.17,467$1,343 12/31/2019
     SCHB17,467$1,343 12/31/2019
Benchmark Wealth Management LLC17,212$1,323 12/31/2019
     SCHB17,212$1,323 12/31/2019
SOL Capital Management CO16,851$1,296 12/31/2019
     SCHB16,851$1,296 12/31/2019
Beacon Pointe Advisors LLC16,704$1,287 12/31/2019
     SCHB16,704$1,287 12/31/2019
Weik Capital Management16,579$1,275 12/31/2019
     SCHB16,579$1,275 12/31/2019
Segment Wealth Management LLC16,492$1,268 12/31/2019
     SCHB16,492$1,268 12/31/2019
Gradient Capital Advisors LLC16,483$1,267 12/31/2019
     SCHB16,483$1,267 12/31/2019
D. Scott Neal Inc.16,323$1,255 12/31/2019
     SCHB16,323$1,255 12/31/2019
Madison Wealth Management16,143$1,241 12/31/2019
     SCHB16,143$1,241 12/31/2019
BSW Wealth Partners16,112$1,239 12/31/2019
     SCHB16,112$1,239 12/31/2019
Carret Asset Management LLC16,062$1,235 12/31/2019
     SCHB16,062$1,235 12/31/2019
S.A. Mason LLC15,967$1,228 12/31/2019
     SCHB15,967$1,228 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,788$1,214 12/31/2019
     SCHB15,788$1,214 12/31/2019
Filbrandt Wealth Management LLC15,710$1,207 12/31/2019
     SCHB15,710$1,207 12/31/2019
SVA Wealth Management LLC15,412$1,185 12/31/2019
     SCHB15,412$1,185 12/31/2019
Western Wealth Management LLC15,390$1,183 12/31/2019
     SCHB15,390$1,183 12/31/2019
Financial Advisory Service Inc.15,252$1,173 12/31/2019
     SCHB15,252$1,173 12/31/2019
Vista Private Wealth Partners. LLC15,049$1,167 12/31/2019
     SCHB15,049$1,167 12/31/2019
Texas Yale Capital Corp.14,925$1,147 12/31/2019
     SCHB14,925$1,147 12/31/2019
Shine Investment Advisory Services Inc.14,898$1,145 12/31/2019
     SCHB14,898$1,145 12/31/2019
Penobscot Investment Management Company Inc.14,795$1,137 12/31/2019
     SCHB14,795$1,137 12/31/2019
Pinnacle Associates Ltd.14,655$1,127 12/31/2019
     SCHB14,655$1,127 12/31/2019
Rehmann Capital Advisory Group30,277$1,117 09/30/2019
     SCHB30,277$1,117 09/30/2019
Ancora Advisors LLC14,411$1,108 12/31/2019
     SCHB14,411$1,108 12/31/2019
Bfsg LLC14,401$1,107 12/31/2019
     SCHB14,401$1,107 12/31/2019
Capital One National Association14,355$1,104 12/31/2019
     SCHB14,355$1,104 12/31/2019
Laurel Wealth Advisors Inc.14,147$1,088 12/31/2019
     SCHB14,147$1,088 12/31/2019
Roman Butler Fullerton & Co.14,026$1,078 12/31/2019
     SCHB14,026$1,078 12/31/2019
Dynamic Advisor Solutions LLC13,864$1,066 12/31/2019
     SCHB13,864$1,066 12/31/2019
Nicholas Hoffman & Company LLC.13,649$1,049 12/31/2019
     SCHB13,649$1,049 12/31/2019
Northwest Capital Management Inc13,578$1,044 12/31/2019
     SCHB13,578$1,044 12/31/2019
ZWJ Investment Counsel Inc.13,555$1,042 12/31/2019
     SCHB13,555$1,042 12/31/2019
InterOcean Capital LLC13,541$1,041 12/31/2019
     SCHB13,541$1,041 12/31/2019
VERITY Wealth Advisors13,460$1,035 12/31/2019
     SCHB13,460$1,035 12/31/2019
Indie Asset Partners LLC13,330$1,025 12/31/2019
     SCHB13,330$1,025 12/31/2019
Perennial Advisors LLC13,073$1,005 12/31/2019
     SCHB13,073$1,005 12/31/2019
Resource Management LLC12,955$996 12/31/2019
     SCHB12,955$996 12/31/2019
Allworth Financial LP12,717$978 12/31/2019
     SCHB12,717$978 12/31/2019
Good Life Advisors LLC12,555$963 12/31/2019
     SCHB12,555$963 12/31/2019
Evermay Wealth Management LLC12,387$952 12/31/2019
     SCHB12,387$952 12/31/2019
Acorn Wealth Advisors LLC12,216$943 12/31/2019
     SCHB12,216$943 12/31/2019
Versant Capital Management Inc12,218$939 12/31/2019
     SCHB12,218$939 12/31/2019
Diligent Investors LLC12,193$937 12/31/2019
     SCHB12,193$937 12/31/2019
Lederer & Associates Investment Counsel CA11,971$920 12/31/2019
     SCHB11,971$920 12/31/2019
First National Bank of Mount Dora Trust Investment Services11,900$915 12/31/2019
     SCHB11,900$915 12/31/2019
Creegan & Nassoura Financial Group LLC11,775$905 12/31/2019
     SCHB11,775$905 12/31/2019
Nachman Norwood & Parrott Inc11,772$905 12/31/2019
     SCHB11,772$905 12/31/2019
CX Institutional11,558$889 12/31/2019
     SCHB11,558$889 12/31/2019
Peachtree Investment Partners LLC11,452$880 12/31/2019
     SCHB11,452$880 12/31/2019
Callahan Advisors LLC11,320$870 12/31/2019
     SCHB11,320$870 12/31/2019
Green Square Capital Advisors LLC11,302$869 12/31/2019
     SCHB11,302$869 12/31/2019
Smithbridge Asset Management Inc. DE11,142$857 12/31/2019
     SCHB11,142$857 12/31/2019
Seascape Capital Management11,012$847 12/31/2019
     SCHB11,012$847 12/31/2019
MCF Advisors LLC11,007$846 12/31/2019
     SCHB11,007$846 12/31/2019
Chicago Partners Investment Group LLC10,652$843 12/31/2019
     SCHB10,652$843 12/31/2019
PNC Financial Services Group Inc.10,900$838 12/31/2019
     SCHB10,900$838 12/31/2019
UMA Financial Services Inc.10,587$829 12/31/2019
     SCHB10,587$829 12/31/2019
Acorn Financial Advisory Services Inc. ADV10,765$827 12/31/2019
     SCHB10,765$827 12/31/2019
Mitchell Sinkler & Starr PA10,751$827 12/31/2019
     SCHB10,751$827 12/31/2019
Focused Wealth Management Inc10,747$826 12/31/2019
     SCHB10,747$826 12/31/2019
Johnson Financial Group LLC10,725$825 12/31/2019
     SCHB10,725$825 12/31/2019
O Dell Group LLC10,612$816 12/31/2019
     SCHB10,612$816 12/31/2019
Carroll Financial Associates Inc.10,602$815 12/31/2019
     SCHB10,602$815 12/31/2019
JFG Wealth Management LLC10,543$811 12/31/2019
     SCHB10,543$811 12/31/2019
Capital Wealth Planning LLC10,542$810 12/31/2019
     SCHB10,542$810 12/31/2019
IHT Wealth Management LLC10,447$803 12/31/2019
     SCHB10,447$803 12/31/2019
Pegasus Partners Ltd.10,420$801 12/31/2019
     SCHB10,420$801 12/31/2019
Hendershot Investments Inc.10,356$796 12/31/2019
     SCHB10,356$796 12/31/2019
Smith Moore & CO.10,133$779 12/31/2019
     SCHB10,133$779 12/31/2019
Harborview Advisors LLC10,029$771 12/31/2019
     SCHB10,029$771 12/31/2019
Chilton Capital Management LLC9,969$766 12/31/2019
     SCHB9,969$766 12/31/2019
Ridgewood Investments LLC9,757$750 12/31/2019
     SCHB9,757$750 12/31/2019
Meritage Portfolio Management9,738$749 12/31/2019
     SCHB9,738$749 12/31/2019
San Francisco Sentry Investment Group CA9,733$748 12/31/2019
     SCHB9,733$748 12/31/2019
Twele Capital Management Inc.9,584$737 12/31/2019
     SCHB9,584$737 12/31/2019
Shorepoint Capital Partners LLC9,528$733 12/31/2019
     SCHB9,528$733 12/31/2019
Chesley Taft & Associates LLC9,370$720 12/31/2019
     SCHB9,370$720 12/31/2019
Kingsview Wealth Management LLC10,836$699 12/31/2019
     SCHB10,836$699 12/31/2019
Boston Private Wealth LLC9,054$696 12/31/2019
     SCHB9,054$696 12/31/2019
Greenline Partners LLC9,055$696 12/31/2019
     SCHB9,055$696 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC8,975$690 12/31/2019
     SCHB8,975$690 12/31/2019
Weatherly Asset Management L. P.8,665$666 12/31/2019
     SCHB8,665$666 12/31/2019
Foster & Motley Inc.8,558$658 12/31/2019
     SCHB8,558$658 12/31/2019
Frontier Wealth Management LLC8,448$649 12/31/2019
     SCHB8,448$649 12/31/2019
Gofen & Glossberg LLC IL8,326$640 12/31/2019
     SCHB8,326$640 12/31/2019
Pachira Investments Inc.8,313$639 12/31/2019
     SCHB8,313$639 12/31/2019
Cetera Advisors LLC8,296$636 12/31/2019
     SCHB8,296$636 12/31/2019
Jaffetilchin Investment Partners LLC8,239$633 12/31/2019
     SCHB8,239$633 12/31/2019
BCS Wealth Management8,184$629 12/31/2019
     SCHB8,184$629 12/31/2019
Crestwood Advisors Group LLC8,090$622 12/31/2019
     SCHB8,090$622 12/31/2019
Cetera Advisor Networks LLC8,039$619 12/31/2019
     SCHB8,039$619 12/31/2019
Tower Research Capital LLC TRC 8,021$617 12/31/2019
     SCHB8,021$617 12/31/2019
V Wealth Advisors LLC8,674$616 12/31/2019
     SCHB8,674$616 12/31/2019
Legacy Wealth Management Inc7,988$614 12/31/2019
     SCHB7,988$614 12/31/2019
Hochman Cole Investment Advisors Inc.7,968$613 12/31/2019
     SCHB7,968$613 12/31/2019
Cabana LLC7,873$605 12/31/2019
     SCHB7,873$605 12/31/2019
Corbenic Partners LLC7,698$592 12/31/2019
     SCHB7,698$592 12/31/2019
One Capital Management LLC7,670$590 12/31/2019
     SCHB7,670$590 12/31/2019
Carnegie Capital Asset Management LLC7,638$587 12/31/2019
     SCHB7,638$587 12/31/2019
Signaturefd LLC7,605$585 12/31/2019
     SCHB7,605$585 12/31/2019
Vigilant Capital Management LLC7,466$574 12/31/2019
     SCHB7,466$574 12/31/2019
Coastal Bridge Advisors LLC7,342$564 12/31/2019
     SCHB7,342$564 12/31/2019
Cresset Asset Management LLC7,333$564 12/31/2019
     SCHB7,333$564 12/31/2019
Enterprise Financial Services Corp7,301$562 12/31/2019
     SCHB7,301$562 12/31/2019
Vaughan David Investments LLC IL7,303$561 12/31/2019
     SCHB7,303$561 12/31/2019
Platte River Wealth Advisors LLC7,094$545 12/31/2019
     SCHB7,094$545 12/31/2019
WealthBridge Capital Management LLC7,078$544 12/31/2019
     SCHB7,078$544 12/31/2019
AlphaCore Capital LLC7,063$543 12/31/2019
     SCHB7,063$543 12/31/2019
Cranbrook Wealth Management LLC7,034$541 12/31/2019
     SCHB7,034$541 12/31/2019
Argent Trust Co7,040$541 12/31/2019
     SCHB7,040$541 12/31/2019
Townsend Asset Management Corp NC ADV6,999$538 12/31/2019
     SCHB6,999$538 12/31/2019
Hanlon Investment Management Inc.6,950$534 12/31/2019
     SCHB6,950$534 12/31/2019
MainStreet Investment Advisors LLC6,941$533 12/31/2019
     SCHB6,941$533 12/31/2019
Newman Dignan & Sheerar Inc.67,140$516 12/31/2019
     SCHB67,140$516 12/31/2019
Ifrah Financial Services Inc.6,700$515 12/31/2019
     SCHB6,700$515 12/31/2019
Parametric Portfolio Associates LLC6,668$513 12/31/2019
     SCHB6,668$513 12/31/2019
Sullivan Bruyette Speros & Blaney LLC6,450$496 12/31/2019
     SCHB6,450$496 12/31/2019
Stonebridge Capital Advisors LLC6,450$496 12/31/2019
     SCHB6,450$496 12/31/2019
Rowland Carmichael Advisors Inc. ADV6,423$494 12/31/2019
     SCHB6,423$494 12/31/2019
Massmutual Trust Co. FSB ADV6,941$493 09/30/2019
     SCHB6,941$493 09/30/2019
FineMark National Bank & Trust6,265$482 12/31/2019
     SCHB6,265$482 12/31/2019
Fairview Capital Investment Management LLC6,245$480 12/31/2019
     SCHB6,245$480 12/31/2019
Stony Point Wealth Management Inc.6,143$472 12/31/2019
     SCHB6,143$472 12/31/2019
Scott & Selber Inc.6,109$470 12/31/2019
     SCHB6,109$470 12/31/2019
Bowling Portfolio Management LLC5,990$461 12/31/2019
     SCHB5,990$461 12/31/2019
Stifel Financial Corp5,978$460 12/31/2019
     SCHB5,978$460 12/31/2019
Bedel Financial Consulting Inc.5,917$455 12/31/2019
     SCHB5,917$455 12/31/2019
Carlson Capital Management5,876$452 12/31/2019
     SCHB5,876$452 12/31/2019
Schwab Charitable Fund5,830$448 12/31/2019
     SCHB5,830$448 12/31/2019
Goldman Sachs Group Inc.5,658$435 12/31/2019
     SCHB5,658$435 12/31/2019
Noven Financial Group Inc.5,663$435 12/31/2019
     SCHB5,663$435 12/31/2019
Windsor Group LTD5,612$431 12/31/2019
     SCHB5,612$431 12/31/2019
Cantor Fitzgerald Investment Adviser L.P.5,518$424 12/31/2019
     SCHB5,518$424 12/31/2019
Greenwich Wealth Management LLC5,500$423 12/31/2019
     SCHB5,500$423 12/31/2019
Garde Capital Inc.5,414$416 12/31/2019
     SCHB5,414$416 12/31/2019
Iron Financial LLC5,363$412 12/31/2019
     SCHB5,363$412 12/31/2019
Armbruster Capital Management Inc.5,284$406 12/31/2019
     SCHB5,284$406 12/31/2019
South Texas Money Management Ltd.5,603$398 09/30/2019
     SCHB5,603$398 09/30/2019
Summit Asset Management LLC5,150$396 12/31/2019
     SCHB5,150$396 12/31/2019
GWM Advisors LLC5,150$395 12/31/2019
     SCHB5,150$395 12/31/2019
Smith Salley & Associates5,106$393 12/31/2019
     SCHB5,106$393 12/31/2019
Frontier Investment Mgmt Co.5,100$392 12/31/2019
     SCHB5,100$392 12/31/2019
Joel Isaacson & Co. LLC5,070$390 12/31/2019
     SCHB5,070$390 12/31/2019
New England Guild Wealth Advisors Inc.4,967$382 12/31/2019
     SCHB4,967$382 12/31/2019
NEXT Financial Group Inc4,929$379 12/31/2019
     SCHB4,929$379 12/31/2019
Cahill Financial Advisors Inc.4,910$378 12/31/2019
     SCHB4,910$378 12/31/2019
Trexquant Investment LP4,900$377 12/31/2019
     SCHB4,900$377 12/31/2019
River Wealth Advisors LLC4,907$377 12/31/2019
     SCHB4,907$377 12/31/2019
Hamilton Wealth LLC4,904$377 12/31/2019
     SCHB4,904$377 12/31/2019
American Research & Management Co.4,764$366 12/31/2019
     SCHB4,764$366 12/31/2019
Rice Partnership LLC4,757$366 12/31/2019
     SCHB4,757$366 12/31/2019
Honkamp Krueger Financial Services Inc.4,730$364 12/31/2019
     SCHB4,730$364 12/31/2019
Bank of New York Mellon Corp4,730$364 12/31/2019
     SCHB4,730$364 12/31/2019
Comprehensive Portfolio Management LLC4,700$361 12/31/2019
     SCHB4,700$361 12/31/2019
Aviance Capital Partners LLC4,655$358 12/31/2019
     SCHB4,655$358 12/31/2019
Edge Wealth Management LLC4,650$357 12/31/2019
     SCHB4,650$357 12/31/2019
BlueSky Wealth Advisors LLC4,554$355 12/31/2019
     SCHB4,554$355 12/31/2019
Hollencrest Capital Management4,580$353 12/31/2019
     SCHB4,580$353 12/31/2019
Managed Account Services Inc.4,479$349 12/31/2019
     SCHB4,479$349 12/31/2019
Centaurus Financial Inc.4,509$347 12/31/2019
     SCHB4,509$347 12/31/2019
Mission Wealth Management LP4,453$342 12/31/2019
     SCHB4,453$342 12/31/2019
Strategic Wealth Partners Group LLC4,449$342 12/31/2019
     SCHB4,449$342 12/31/2019
Pinnacle Family Advisors LLC4,433$341 12/31/2019
     SCHB4,433$341 12/31/2019
CIBC Private Wealth Group LLC4,422$340 12/31/2019
     SCHB4,422$340 12/31/2019
Perigon Wealth Management LLC4,324$334 12/31/2019
     SCHB4,324$334 12/31/2019
Ausdal Financial Partners Inc.4,276$333 12/31/2019
     SCHB4,276$333 12/31/2019
Wetherby Asset Management Inc.4,179$321 12/31/2019
     SCHB4,179$321 12/31/2019
Arkadios Wealth Advisors3,989$321 12/31/2019
     SCHB3,989$321 12/31/2019
Quantum Capital Management LLC NJ4,152$319 12/31/2019
     SCHB4,152$319 12/31/2019
Prospera Financial Services Inc4,105$316 12/31/2019
     SCHB4,105$316 12/31/2019
Vanguard Capital Wealth Advisors4,070$312 12/31/2019
     SCHB4,070$312 12/31/2019
Global Retirement Partners LLC4,046$311 12/31/2019
     SCHB4,046$311 12/31/2019
Suntrust Banks Inc.4,368$310 09/30/2019
     SCHB4,368$310 09/30/2019
Linscomb & Williams Inc.3,922$302 12/31/2019
     SCHB3,922$302 12/31/2019
Aull & Monroe Investment Management Corp3,906$300 12/31/2019
     SCHB3,906$300 12/31/2019
CAPROCK Group Inc.3,883$299 12/31/2019
     SCHB3,883$299 12/31/2019
Evanson Asset Management LLC3,879$298 12/31/2019
     SCHB3,879$298 12/31/2019
Kohmann Bosshard Financial Services LLC3,874$298 12/31/2019
     SCHB3,874$298 12/31/2019
Pennsylvania Capital Management Inc. ADV3,859$297 12/31/2019
     SCHB3,859$297 12/31/2019
Mastrapasqua Asset Management Inc.3,861$297 12/31/2019
     SCHB3,861$297 12/31/2019
Trustcore Financial Services LLC3,767$290 12/31/2019
     SCHB3,767$290 12/31/2019
StrategIQ Financial Group LLC3,731$287 12/31/2019
     SCHB3,731$287 12/31/2019
Lpwm LLC3,718$286 12/31/2019
     SCHB3,718$286 12/31/2019
Rock Point Advisors LLC3,713$285 12/31/2019
     SCHB3,713$285 12/31/2019
Jacobs & Co. CA3,699$284 12/31/2019
     SCHB3,699$284 12/31/2019
Grimes & Company Inc.3,572$275 12/31/2019
     SCHB3,572$275 12/31/2019
Merit Financial Group LLC3,526$271 12/31/2019
     SCHB3,526$271 12/31/2019
Bowie Capital Management LLC3,500$269 12/31/2019
     SCHB3,500$269 12/31/2019
Gs Investments Inc.4,076$269 12/31/2019
     SCHB4,076$269 12/31/2019
Transform Wealth LLC3,470$267 12/31/2019
     SCHB3,470$267 12/31/2019
Resource Planning Group3,466$266 12/31/2019
     SCHB3,466$266 12/31/2019
Maxim Capital Management LLC4,439$266 12/31/2019
     SCHB4,439$266 12/31/2019
Wealth Architects LLC3,443$265 12/31/2019
     SCHB3,443$265 12/31/2019
Cerity Partners LLC3,422$263 12/31/2019
     SCHB3,422$263 12/31/2019
Zacks Investment Management3,412$262 12/31/2019
     SCHB3,412$262 12/31/2019
Pinnacle Wealth Management Advisory Group LLC3,404$262 12/31/2019
     SCHB3,404$262 12/31/2019
Heritage Way Advisors LLC3,414$262 12/31/2019
     SCHB3,414$262 12/31/2019
Deutsche Bank AG3,362$258 12/31/2019
     SCHB3,362$258 12/31/2019
AE Wealth Management LLC3,323$255 12/31/2019
     SCHB3,323$255 12/31/2019
Anderson Fisher LLC3,318$255 12/31/2019
     SCHB3,318$255 12/31/2019
Bluestein R H & Co.3,300$254 12/31/2019
     SCHB3,300$254 12/31/2019
Wealthcare Advisory Partners LLC3,285$253 12/31/2019
     SCHB3,285$253 12/31/2019
Baird Financial Group Inc.3,264$251 12/31/2019
     SCHB3,264$251 12/31/2019
Altus Wealth Management LLC3,259$251 12/31/2019
     SCHB3,259$251 12/31/2019
Moisand Fitzgerald Tamayo LLC3,207$247 12/31/2019
     SCHB3,207$247 12/31/2019
Moneta Group Investment Advisors LLC3,187$245 12/31/2019
     SCHB3,187$245 12/31/2019
Pacific Sun Financial Corp3,160$243 12/31/2019
     SCHB3,160$243 12/31/2019
Wealthsource Partners LLC3,149$242 12/31/2019
     SCHB3,149$242 12/31/2019
Alliancebernstein L.P.3,118$240 12/31/2019
     SCHB3,118$240 12/31/2019
Mengis Capital Management Inc.3,081$236 12/31/2019
     SCHB3,081$236 12/31/2019
CWA Asset Management Group LLC3,059$235 12/31/2019
     SCHB3,059$235 12/31/2019
Evergreen Capital Management LLC3,050$234 12/31/2019
     SCHB3,050$234 12/31/2019
Integrated Wealth Concepts LLC3,049$234 12/31/2019
     SCHB3,049$234 12/31/2019
Asset Planning Services Ltd.2,895$231 12/31/2019
     SCHB2,895$231 12/31/2019
Citigroup Inc.2,990$230 12/31/2019
     SCHB2,990$230 12/31/2019
Foster Victor Wealth Advisors LLC2,949$228 12/31/2019
     SCHB2,949$228 12/31/2019
SkyOak Wealt LLC2,961$228 12/31/2019
     SCHB2,961$228 12/31/2019
Lighthouse Financial Advisors Inc.2,953$227 12/31/2019
     SCHB2,953$227 12/31/2019
Schnieders Capital Management LLC2,943$226 12/31/2019
     SCHB2,943$226 12/31/2019
Hartline Investment Corp2,931$225 12/31/2019
     SCHB2,931$225 12/31/2019
Shepherd Financial Partners LLC2,929$225 12/31/2019
     SCHB2,929$225 12/31/2019
Thrivent Financial for Lutherans2,912$224 12/31/2019
     SCHB2,912$224 12/31/2019
Cpwm LLC2,897$223 12/31/2019
     SCHB2,897$223 12/31/2019
Reilly Financial Advisors LLC2,883$222 12/31/2019
     SCHB2,883$222 12/31/2019
Premier Asset Management LLC2,885$222 12/31/2019
     SCHB2,885$222 12/31/2019
Aspen Investment Management Inc2,882$222 12/31/2019
     SCHB2,882$222 12/31/2019
Financial Advisory Corp UT ADV2,876$221 12/31/2019
     SCHB2,876$221 12/31/2019
Graves Light Private Wealth Management Inc.2,867$220 12/31/2019
     SCHB2,867$220 12/31/2019
Clarkston Capital Partners LLC2,830$218 12/31/2019
     SCHB2,830$218 12/31/2019
Front Row Advisors LLC2,820$217 12/31/2019
     SCHB2,820$217 12/31/2019
Valeo Financial Advisors LLC2,804$216 12/31/2019
     SCHB2,804$216 12/31/2019
Elevated Capital Advisors LLC2,808$216 12/31/2019
     SCHB2,808$216 12/31/2019
United Income Inc.3,050$216 09/30/2019
     SCHB3,050$216 09/30/2019
Burt Wealth Advisors2,784$214 12/31/2019
     SCHB2,784$214 12/31/2019
Commerce Bank2,765$213 12/31/2019
     SCHB2,765$213 12/31/2019
RFG Advisory LLC2,775$213 12/31/2019
     SCHB2,775$213 12/31/2019
Private Asset Management Inc.2,724$209 12/31/2019
     SCHB2,724$209 12/31/2019
Parsec Financial Management Inc.2,723$209 12/31/2019
     SCHB2,723$209 12/31/2019
Capital Analysts LLC2,700$208 12/31/2019
     SCHB2,700$208 12/31/2019
MUFG Americas Holdings Corp2,673$206 12/31/2019
     SCHB2,673$206 12/31/2019
Annex Advisory Services LLC2,672$206 12/31/2019
     SCHB2,672$206 12/31/2019
Sage Rhino Capital LLC2,617$203 12/31/2019
     SCHB2,617$203 12/31/2019
Lenox Wealth Management Inc.2,593$199 12/31/2019
     SCHB2,593$199 12/31/2019
Heritage Wealth Advisors2,592$199 12/31/2019
     SCHB2,592$199 12/31/2019
Tortoise Investment Management LLC2,580$198 12/31/2019
     SCHB2,580$198 12/31/2019
Whittier Trust Co. of Nevada Inc.2,559$197 12/31/2019
     SCHB2,559$197 12/31/2019
Optimum Investment Advisors2,532$195 12/31/2019
     SCHB2,532$195 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC2,402$184 12/31/2019
     SCHB2,402$184 12/31/2019
Pflug Koory LLC2,203$169 12/31/2019
     SCHB2,203$169 12/31/2019
Larson Financial Group LLC2,156$166 12/31/2019
     SCHB2,156$166 12/31/2019
Bank of Montreal Can2,129$164 12/31/2019
     SCHB2,129$164 12/31/2019
Investors Research Corp2,124$163 12/31/2019
     SCHB2,124$163 12/31/2019
Pinnacle Financial Partners Inc.2,098$161 12/31/2019
     SCHB2,098$161 12/31/2019
TCI Wealth Advisors Inc.2,081$160 12/31/2019
     SCHB2,081$160 12/31/2019
JJJ Advisors Inc.2,019$155 12/31/2019
     SCHB2,019$155 12/31/2019
Aptus Capital Advisors LLC1,991$153 12/31/2019
     SCHB1,991$153 12/31/2019
Guidant Wealth Advisors2,067$147 09/30/2019
     SCHB2,067$147 09/30/2019
FinTrust Capital Advisors LLC1,849$142 12/31/2019
     SCHB1,849$142 12/31/2019
Delta Asset Management LLC TN1,801$138 12/31/2019
     SCHB1,801$138 12/31/2019
Ropes Wealth Advisors LLC1,661$128 12/31/2019
     SCHB1,661$128 12/31/2019
D Orazio & Associates Inc.1,663$128 12/31/2019
     SCHB1,663$128 12/31/2019
Sonora Investment Management LLC1,612$124 12/31/2019
     SCHB1,612$124 12/31/2019
Sterling Investment Advisors Ltd.1,601$123 12/31/2019
     SCHB1,601$123 12/31/2019
US Bancorp DE1,561$120 12/31/2019
     SCHB1,561$120 12/31/2019
Sandy Spring Bank1,436$110 12/31/2019
     SCHB1,436$110 12/31/2019
Procyon Private Wealth Partners LLC1,348$104 12/31/2019
     SCHB1,348$104 12/31/2019
Citizens Financial Group Inc RI1,333$102 12/31/2019
     SCHB1,333$102 12/31/2019
Capital Investment Advisory Services LLC1,320$101 12/31/2019
     SCHB1,320$101 12/31/2019
Brand Asset Management Group Inc.1,301$100 12/31/2019
     SCHB1,301$100 12/31/2019
Capital Asset Advisory Services LLC1,200$96 12/31/2019
     SCHB1,200$96 12/31/2019
Oppenheimer Asset Management Inc.1,175$90 12/31/2019
     SCHB1,175$90 12/31/2019
Savior LLC1,176$90 12/31/2019
     SCHB1,176$90 12/31/2019
Peoples Financial Services CORP.1,150$88 12/31/2019
     SCHB1,150$88 12/31/2019
Glenmede Trust Co. NA1,133$87 12/31/2019
     SCHB1,133$87 12/31/2019
Main Management LLC1,129$87 12/31/2019
     SCHB1,129$87 12/31/2019
Biltmore Family Office LLC1,125$86 12/31/2019
     SCHB1,125$86 12/31/2019
Barrett Asset Management LLC1,065$82 12/31/2019
     SCHB1,065$82 12/31/2019
Pacific Center for Financial Services1,034$80 12/31/2019
     SCHB1,034$80 12/31/2019
QCI Asset Management Inc. NY1,025$79 12/31/2019
     SCHB1,025$79 12/31/2019
Legacy Bridge LLC1,025$79 12/31/2019
     SCHB1,025$79 12/31/2019
Patriot Financial Group Insurance Agency LLC1,000$77 12/31/2019
     SCHB1,000$77 12/31/2019
Truewealth LLC981$75 12/31/2019
     SCHB981$75 12/31/2019
SRS Capital Advisors Inc.943$73 12/31/2019
     SCHB943$73 12/31/2019
Huntington National Bank939$72 12/31/2019
     SCHB939$72 12/31/2019
Liberty Wealth Management LLC940$72 12/31/2019
     SCHB940$72 12/31/2019
Flagship Harbor Advisors LLC882$68 12/31/2019
     SCHB882$68 12/31/2019
Laurel Wealth Advisors LLC887$68 12/31/2019
     SCHB887$68 12/31/2019
Selective Wealth Management Inc.864$66 12/31/2019
     SCHB864$66 12/31/2019
Willingdon Wealth Management800$62 12/31/2019
     SCHB800$62 12/31/2019
McIlrath & Eck LLC802$62 12/31/2019
     SCHB802$62 12/31/2019
Institute for Wealth Management LLC.796$61 12/31/2019
     SCHB796$61 12/31/2019
Whitnell & Co.789$61 12/31/2019
     SCHB789$61 12/31/2019
Armor Investment Advisors LLC765$59 12/31/2019
     SCHB765$59 12/31/2019
Certified Advisory Corp766$59 12/31/2019
     SCHB766$59 12/31/2019
JPMorgan Chase & Co.671$52 12/31/2019
     SCHB671$52 12/31/2019
Fifth Third Bancorp662$51 12/31/2019
     SCHB662$51 12/31/2019
Covington Capital Management616$47 12/31/2019
     SCHB616$47 12/31/2019
Parkside Financial Bank & Trust599$46 12/31/2019
     SCHB599$46 12/31/2019
NewSquare Capital LLC600$46 12/31/2019
     SCHB600$46 12/31/2019
Glassman Wealth Services598$46 12/31/2019
     SCHB598$46 12/31/2019
Squar Milner Financial Services LLC592$45 12/31/2019
     SCHB592$45 12/31/2019
Anfield Capital Management LLC558$43 12/31/2019
     SCHB558$43 12/31/2019
MV Capital Management Inc.527$41 12/31/2019
     SCHB527$41 12/31/2019
Private Capital Group LLC524$40 12/31/2019
     SCHB524$40 12/31/2019
Financial Management Professionals Inc.507$39 12/31/2019
     SCHB507$39 12/31/2019
Emerald Investment Partners LLC502$39 12/31/2019
     SCHB502$39 12/31/2019
Sofos Investments Inc.501$39 12/31/2019
     SCHB501$39 12/31/2019
Whittier Trust Co.500$38 12/31/2019
     SCHB500$38 12/31/2019
Gradient Investments LLC494$38 12/31/2019
     SCHB494$38 12/31/2019
Hoertkorn Richard Charles500$38 12/31/2019
     SCHB500$38 12/31/2019
Private Ocean LLC483$38 12/31/2019
     SCHB483$38 12/31/2019
Lenox Wealth Advisors LLC475$37 12/31/2019
     SCHB475$37 12/31/2019
Berman Capital Advisors LLC450$34 12/31/2019
     SCHB450$34 12/31/2019
Orion Portfolio Solutions LLC442$34 12/31/2019
     SCHB442$34 12/31/2019
Proffitt & Goodson Inc.425$33 12/31/2019
     SCHB425$33 12/31/2019
Tower View Investment Management & Research LLC431$33 12/31/2019
     SCHB431$33 12/31/2019
AllSquare Wealth Management LLC413$32 12/31/2019
     SCHB413$32 12/31/2019
Ellis Investment Partners LLC417$32 12/31/2019
     SCHB417$32 12/31/2019
Lakeview Capital Partners LLC372$29 12/31/2019
     SCHB372$29 12/31/2019
Steward Partners Investment Advisory LLC370$28 12/31/2019
     SCHB370$28 12/31/2019
Advisory Alpha LLC348$27 12/31/2019
     SCHB348$27 12/31/2019
Independence Advisors LLC354$27 12/31/2019
     SCHB354$27 12/31/2019
Column Capital Advisors LLC345$26 12/31/2019
     SCHB345$26 12/31/2019
Ellevest Inc.340$26 12/31/2019
     SCHB340$26 12/31/2019
Carolina Wealth Advisors LLC320$25 12/31/2019
     SCHB320$25 12/31/2019
TD Capital Management LLC269$21 12/31/2019
     SCHB269$21 12/31/2019
HighMark Wealth Management LLC272$20 12/31/2019
     SCHB272$20 12/31/2019
Tradewinds Capital Management LLC250$19 12/31/2019
     SCHB250$19 12/31/2019
Manchester Capital Management LLC239$18 12/31/2019
     SCHB239$18 12/31/2019
FTB Advisors Inc.245$18 12/31/2019
     SCHB245$18 12/31/2019
Sound Income Strategies LLC234$18 12/31/2019
     SCHB234$18 12/31/2019
Rockefeller Capital Management L.P.231$18 12/31/2019
     SCHB231$18 12/31/2019
Carolinas Wealth Consulting LLC236$18 12/31/2019
     SCHB236$18 12/31/2019
Woodley Farra Manion Portfolio Management Inc.219$17 12/31/2019
     SCHB219$17 12/31/2019
Jackson Grant Investment Advisers Inc.193$15 12/31/2019
     SCHB193$15 12/31/2019
CENTRAL TRUST Co167$13 12/31/2019
     SCHB167$13 12/31/2019
Pin Oak Investment Advisors Inc.173$13 12/31/2019
     SCHB173$13 12/31/2019
Trust Co. of Vermont170$13 12/31/2019
     SCHB170$13 12/31/2019
Kore Private Wealth LLC164$13 12/31/2019
     SCHB164$13 12/31/2019
Lindbrook Capital LLC172$13 12/31/2019
     SCHB172$13 12/31/2019
Moser Wealth Advisors LLC158$12 12/31/2019
     SCHB158$12 12/31/2019
Atlas Capital Advisors LLC146$11 12/31/2019
     SCHB146$11 12/31/2019
CXI Advisors142$11 12/31/2019
     SCHB142$11 12/31/2019
Litman Gregory Asset Management LLC125$10 12/31/2019
     SCHB125$10 12/31/2019
Cedar Mountain Advisors LLC130$10 12/31/2019
     SCHB130$10 12/31/2019
Bellevue Asset Management LLC115$9 12/31/2019
     SCHB115$9 12/31/2019
Marquette Asset Management LLC104$8 12/31/2019
     SCHB104$8 12/31/2019
Jacobi Capital Management LLC100$8 12/31/2019
     SCHB100$8 12/31/2019
LS Investment Advisors LLC92$7 12/31/2019
     SCHB92$7 12/31/2019
Core Wealth Advisors Inc.95$7 12/31/2019
     SCHB95$7 12/31/2019
HCR Wealth Advisors68$5 12/31/2019
     SCHB68$5 12/31/2019
Synovus Financial Corp55$4 12/31/2019
     SCHB55$4 12/31/2019
Howe & Rusling Inc.48$4 12/31/2019
     SCHB48$4 12/31/2019
Benson Investment Management Company Inc.58$4 12/31/2019
     SCHB58$4 12/31/2019
MRA Associates USA LLC60$4 09/30/2019
     SCHB60$4 09/30/2019
Proequities Inc.45$3 12/31/2019
     SCHB45$3 12/31/2019
Toth Financial Advisory Corp45$3 12/31/2019
     SCHB45$3 12/31/2019
Barnett & Company Inc.35$3 12/31/2019
     SCHB35$3 12/31/2019
Cutler Group LP $2 12/31/2019
     Call500$2 12/31/2019
     Put500$0 12/31/2019
Harvest Group Wealth Management LLC29$2 12/31/2019
     SCHB29$2 12/31/2019
Silicon Hills Wealth Management LLC151$2 12/31/2019
     SCHB151$2 12/31/2019
Duncker Streett & Co. Inc.16$1 12/31/2019
     SCHB16$1 12/31/2019
Clear Investment Research LLC15$1 12/31/2019
     SCHB15$1 12/31/2019
Simon Quick Advisors LLC7$1 12/31/2019
     SCHB7$1 12/31/2019
LifePlan Financial Group Inc0$0 12/31/2019
     SCHB0$0 12/31/2019
Global Financial Private Capital Inc1$0 12/31/2019
     SCHB1$0 12/31/2019
Coastal Investment Advisors Inc.4$0 12/31/2019
     SCHB4$0 12/31/2019

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

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