HoldingsChannel.com
Funds Holding SCHV

On this page, we present all of the funds holding SCHV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHV, with a link to that fund's top holdings. The next columns indicate the amount of SCHV stock held by each of the funds holding SCHV, followed by the SCHV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 626 funds holding SCHV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Financial Engines Advisors L.L.C.. For more details on the positions held by Financial Engines Advisors L.L.C. (or by any of the other funds holding SCHV), click the fund name in the "Holder" column of the funds-holding-SCHV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.23,666,968$1,477,292 06/30/2022
     SCHV23,666,968$1,477,292 06/30/2022
Mather Group LLC.6,813,154$425,277 06/30/2022
     SCHV6,813,154$425,277 06/30/2022
Sei Investments Co.6,063,875$378,516 06/30/2022
     SCHV6,063,875$378,516 06/30/2022
Advisor Group Holdings Inc.5,647,167$352,553 06/30/2022
     SCHV5,647,167$352,553 06/30/2022
Honkamp Krueger Financial Services Inc.5,043,942$314,843 06/30/2022
     SCHV5,043,942$314,843 06/30/2022
Wealth Enhancement Advisory Services LLC3,584,167$226,649 06/30/2022
     SCHV3,584,167$226,649 06/30/2022
Envestnet Asset Management Inc.2,526,398$157,698 06/30/2022
     SCHV2,526,398$157,698 06/30/2022
Mariner LLC2,227,200$139,022 06/30/2022
     SCHV2,227,200$139,022 06/30/2022
Betterment LLC2,133,199$133,154 06/30/2022
     SCHV2,133,199$133,154 06/30/2022
Financial Advisory Service Inc.1,248,107$77,907 06/30/2022
     SCHV1,248,107$77,907 06/30/2022
LPL Financial LLC1,224,380$76,426 06/30/2022
     SCHV1,224,380$76,426 06/30/2022
Savant Capital LLC1,220,953$76,212 06/30/2022
     SCHV1,220,953$76,212 06/30/2022
Resources Investment Advisors LLC.1,188,169$74,165 06/30/2022
     SCHV1,188,169$74,165 06/30/2022
Krilogy Financial LLC1,072,959$62,779 09/30/2022
     SCHV1,072,959$62,779 09/30/2022
Gemmer Asset Management LLC988,564$61,706 06/30/2022
     SCHV988,564$61,706 06/30/2022
United Capital Financial Advisers LLC967,753$60,407 06/30/2022
     SCHV967,753$60,407 06/30/2022
Main Management ETF Advisors LLC885,090$55,247 06/30/2022
     SCHV885,090$55,247 06/30/2022
Mokosak Advisory Group LLC737,510$46,031 06/30/2022
     SCHV737,510$46,031 06/30/2022
Morgan Stanley679,196$42,396 06/30/2022
     SCHV679,196$42,396 06/30/2022
UBS Group AG666,485$41,602 06/30/2022
     SCHV666,485$41,602 06/30/2022
Rainey & Randall Investment Management Inc.643,350$40,158 06/30/2022
     SCHV643,350$40,158 06/30/2022
Financial Counselors Inc.621,082$38,768 06/30/2022
     SCHV621,082$38,768 06/30/2022
Ameriprise Financial Inc.593,965$36,956 06/30/2022
     SCHV593,965$36,956 06/30/2022
Northwestern Mutual Wealth Management Co.538,572$33,617 06/30/2022
     SCHV538,572$33,617 06/30/2022
Moneta Group Investment Advisors LLC494,905$30,892 06/30/2022
     SCHV494,905$30,892 06/30/2022
MUFG Americas Holdings Corp493,313$30,793 06/30/2022
     SCHV493,313$30,793 06/30/2022
GenWealth Group Inc.489,488$30,554 06/30/2022
     SCHV489,488$30,554 06/30/2022
HighTower Advisors LLC486,045$30,324 06/30/2022
     SCHV486,045$30,324 06/30/2022
Wells Fargo & Company MN469,019$29,276 06/30/2022
     SCHV469,019$29,276 06/30/2022
Bank of America Corp DE463,036$28,903 06/30/2022
     SCHV463,036$28,903 06/30/2022
Thrivent Financial for Lutherans454,104$28,345 06/30/2022
     SCHV454,104$28,345 06/30/2022
Visionary Wealth Advisors447,384$27,926 06/30/2022
     SCHV447,384$27,926 06/30/2022
Financial Management Professionals Inc.421,288$26,297 06/30/2022
     SCHV421,288$26,297 06/30/2022
ProVise Management Group LLC420,405$26,242 06/30/2022
     SCHV420,405$26,242 06/30/2022
Ballast Advisors LLC402,718$25,138 06/30/2022
     SCHV402,718$25,138 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC380,243$23,735 06/30/2022
     SCHV380,243$23,735 06/30/2022
Sargent Bickham Lagudis LLC359,466$22,437 06/30/2022
     SCHV359,466$22,437 06/30/2022
Nadler Financial Group Inc.335,311$20,930 06/30/2022
     SCHV335,311$20,930 06/30/2022
Main Management LLC324,085$20,229 06/30/2022
     SCHV324,085$20,229 06/30/2022
Scarborough Advisors LLC320,310$19,994 06/30/2022
     SCHV320,310$19,994 06/30/2022
Marshall Financial Group Inc. ADV315,297$19,681 06/30/2022
     SCHV315,297$19,681 06/30/2022
Clark Capital Management Group Inc.305,050$19,041 06/30/2022
     SCHV305,050$19,041 06/30/2022
Northern Capital Management Inc.295,778$18,462 06/30/2022
     SCHV295,778$18,462 06/30/2022
Northwest Quadrant Wealth Management LLC285,423$17,876 06/30/2022
     SCHV285,423$17,876 06/30/2022
Almanack Investment Partners LLC.269,010$16,792 06/30/2022
     SCHV269,010$16,792 06/30/2022
XML Financial LLC264,743$16,525 06/30/2022
     SCHV264,743$16,525 06/30/2022
Beacon Pointe Advisors LLC262,478$16,370 06/30/2022
     SCHV262,478$16,370 06/30/2022
Summit Asset Management LLC261,756$16,339 06/30/2022
     SCHV261,756$16,339 06/30/2022
Sage Financial Group Inc.257,311$16,061 06/30/2022
     SCHV257,311$16,061 06/30/2022
Creative Planning251,998$15,730 06/30/2022
     SCHV251,998$15,730 06/30/2022
Summit Wealth & Retirement Planning Inc.250,447$15,633 06/30/2022
     SCHV250,447$15,633 06/30/2022
CX Institutional249,517$15,574 06/30/2022
     SCHV249,517$15,574 06/30/2022
Kestra Advisory Services LLC248,357$15,502 06/30/2022
     SCHV248,357$15,502 06/30/2022
Spectrum Asset Management Inc. NB CA 244,737$15,276 06/30/2022
     SCHV244,737$15,276 06/30/2022
Prime Capital Investment Advisors LLC244,168$15,241 06/30/2022
     SCHV244,168$15,241 06/30/2022
GHP Investment Advisors Inc.238,702$14,900 06/30/2022
     SCHV238,702$14,900 06/30/2022
Ackerman Capital Advisors LLC237,418$14,820 06/30/2022
     SCHV237,418$14,820 06/30/2022
Personal Resources Investment & Strategic Management Inc.235,171$14,679 06/30/2022
     SCHV235,171$14,679 06/30/2022
Garde Capital Inc.222,847$13,910 06/30/2022
     SCHV222,847$13,910 06/30/2022
Cetera Advisor Networks LLC216,281$13,500 06/30/2022
     SCHV216,281$13,500 06/30/2022
Bank Hapoalim BM212,000$13,233 06/30/2022
     SCHV212,000$13,233 06/30/2022
Vista Private Wealth Partners. LLC196,414$12,298 06/30/2022
     SCHV196,414$12,298 06/30/2022
Goepper Burkhardt LLC193,800$12,097 06/30/2022
     SCHV193,800$12,097 06/30/2022
Financial Advisors Network Inc.191,643$11,962 06/30/2022
     SCHV191,643$11,962 06/30/2022
IVC Wealth Advisors LLC190,915$11,917 06/30/2022
     SCHV190,915$11,917 06/30/2022
Integrated Advisors Network LLC187,962$11,733 06/30/2022
     SCHV187,962$11,733 06/30/2022
Waypoint Capital Advisors LLC184,816$11,536 06/30/2022
     SCHV184,816$11,536 06/30/2022
Mutual Advisors LLC182,442$11,388 06/30/2022
     SCHV182,442$11,388 06/30/2022
Cornerstone Wealth Advisors Inc.179,330$11,194 06/30/2022
     SCHV179,330$11,194 06/30/2022
Commonwealth Equity Services LLC169,584$10,585 06/30/2022
     SCHV169,584$10,585 06/30/2022
Traverso Chambers Private Wealth Management LLC158,245$9,878 06/30/2022
     SCHV158,245$9,878 06/30/2022
Cresset Asset Management LLC150,542$9,311 06/30/2022
     SCHV150,542$9,311 06/30/2022
Cetera Investment Advisers146,570$9,149 06/30/2022
     SCHV146,570$9,149 06/30/2022
Colton Groome Financial Advisors LLC142,934$8,922 06/30/2022
     SCHV142,934$8,922 06/30/2022
Cambridge Investment Research Advisors Inc.142,787$8,913 06/30/2022
     SCHV142,787$8,913 06/30/2022
RE Dickinson Investment Advisors LLC142,251$8,880 06/30/2022
     SCHV142,251$8,880 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management140,944$8,798 06/30/2022
     SCHV140,944$8,798 06/30/2022
Spinnaker Trust140,585$8,775 06/30/2022
     SCHV140,585$8,775 06/30/2022
Financial Advisors LLC136,468$8,518 06/30/2022
     SCHV136,468$8,518 06/30/2022
PrairieView Partners LLC135,725$8,472 06/30/2022
     SCHV135,725$8,472 06/30/2022
HBK Sorce Advisory LLC128,718$8,035 06/30/2022
     SCHV128,718$8,035 06/30/2022
Global Strategic Investment Solutions LLC127,351$7,949 06/30/2022
     SCHV127,351$7,949 06/30/2022
110,966$7,922 06/30/2022
     SCHV110,966$7,922 06/30/2022
Paces Ferry Wealth Advisors LLC123,674$7,720 06/30/2022
     SCHV123,674$7,720 06/30/2022
Gladstone Institutional Advisory LLC122,795$7,665 06/30/2022
     SCHV122,795$7,665 06/30/2022
MML Investors Services LLC121,787$7,602 06/30/2022
     SCHV121,787$7,602 06/30/2022
Harbor Group Inc.119,695$7,471 06/30/2022
     SCHV119,695$7,471 06/30/2022
Newman Dignan & Sheerar Inc.119,459$7,457 06/30/2022
     SCHV119,459$7,457 06/30/2022
Sequoia Financial Advisors LLC117,443$7,331 06/30/2022
     SCHV117,443$7,331 06/30/2022
Capital Planning LLC117,436$7,330 06/30/2022
     SCHV117,436$7,330 06/30/2022
Curtis Advisory Group LLC117,413$7,329 06/30/2022
     SCHV117,413$7,329 06/30/2022
True North Advisors LLC116,910$7,297 06/30/2022
     SCHV116,910$7,297 06/30/2022
Meridian Wealth Management LLC115,199$7,191 06/30/2022
     SCHV115,199$7,191 06/30/2022
BlackRock Inc.111,478$6,959 06/30/2022
     SCHV111,478$6,959 06/30/2022
Horizon Investments LLC110,622$6,905 06/30/2022
     SCHV110,622$6,905 06/30/2022
WBH Advisory Inc.109,721$6,895 06/30/2022
     SCHV109,721$6,895 06/30/2022
Pathstone Family Office LLC108,412$6,768 06/30/2022
     SCHV108,412$6,768 06/30/2022
Leavell Investment Management Inc.108,339$6,762 06/30/2022
     SCHV108,339$6,762 06/30/2022
Perigon Wealth Management LLC108,048$6,744 06/30/2022
     SCHV108,048$6,744 06/30/2022
WealthShield Partners LLC107,609$6,717 06/30/2022
     SCHV107,609$6,717 06/30/2022
Smith Anglin Financial LLC107,363$6,702 06/30/2022
     SCHV107,363$6,702 06/30/2022
Shepherd Kaplan Krochuk LLC107,022$6,680 06/30/2022
     SCHV107,022$6,680 06/30/2022
White Pine Investment CO106,825$6,668 06/30/2022
     SCHV106,825$6,668 06/30/2022
Total Wealth Planning LLC106,703$6,660 06/30/2022
     SCHV106,703$6,660 06/30/2022
Park Avenue Securities LLC105,969$6,615 06/30/2022
     SCHV105,969$6,615 06/30/2022
Lcnb Corp104,422$6,518 06/30/2022
     SCHV104,422$6,518 06/30/2022
Wipfli Financial Advisors LLC102,908$6,424 06/30/2022
     SCHV102,908$6,424 06/30/2022
Captrust Financial Advisors101,356$6,327 06/30/2022
     SCHV101,356$6,327 06/30/2022
55I LLC99,618$6,218 06/30/2022
     SCHV99,618$6,218 06/30/2022
Mercer Global Advisors Inc. ADV99,342$6,201 06/30/2022
     SCHV99,342$6,201 06/30/2022
Santori & Peters Inc.99,057$6,183 06/30/2022
     SCHV99,057$6,183 06/30/2022
Royal Bank of Canada98,867$6,171 06/30/2022
     SCHV98,867$6,171 06/30/2022
Black Diamond Financial LLC98,617$6,158 06/30/2022
     SCHV98,617$6,158 06/30/2022
MAI Capital Management97,971$6,115 06/30/2022
     SCHV97,971$6,115 06/30/2022
One Capital Management LLC97,752$6,101 06/30/2022
     SCHV97,752$6,101 06/30/2022
Opes Wealth Management LLC96,426$6,019 06/30/2022
     SCHV96,426$6,019 06/30/2022
RKL Wealth Management LLC95,792$5,979 06/30/2022
     SCHV95,792$5,979 06/30/2022
Brand Asset Management Group Inc.94,293$5,886 06/30/2022
     SCHV94,293$5,886 06/30/2022
Berkshire Money Management Inc.86,797$5,418 06/30/2022
     SCHV86,797$5,418 06/30/2022
Advisory Services & Investments LLC85,774$5,354 06/30/2022
     SCHV85,774$5,354 06/30/2022
Arbor Trust Wealth Advisors LLC83,886$5,236 06/30/2022
     SCHV83,886$5,236 06/30/2022
Raymond James & Associates81,970$5,117 06/30/2022
     SCHV81,970$5,117 06/30/2022
86,713$5,074 09/30/2022
     SCHV86,713$5,074 09/30/2022
Forbes Financial Planning Inc.79,109$4,923 06/30/2022
     SCHV79,109$4,923 06/30/2022
Leeward Financial Partners LLC78,245$4,884 06/30/2022
     SCHV78,245$4,884 06/30/2022
Stratos Wealth Advisors LLC77,275$4,824 06/30/2022
     SCHV77,275$4,824 06/30/2022
Financial Advocates Investment Management76,895$4,799 06/30/2022
     SCHV76,895$4,799 06/30/2022
First Trust Advisors LP76,645$4,784 06/30/2022
     SCHV76,645$4,784 06/30/2022
Glassman Wealth Services76,629$4,783 06/30/2022
     SCHV76,629$4,783 06/30/2022
HB Wealth Management LLC74,128$4,627 06/30/2022
     SCHV74,128$4,627 06/30/2022
Sunbelt Securities Inc.73,272$4,574 06/30/2022
     SCHV73,272$4,574 06/30/2022
Fortress Wealth Management Inc.71,670$4,474 06/30/2022
     SCHV71,670$4,474 06/30/2022
Colony Group LLC71,435$4,459 06/30/2022
     SCHV71,435$4,459 06/30/2022
Ifrah Financial Services Inc.71,383$4,456 06/30/2022
     SCHV71,383$4,456 06/30/2022
IFP Advisors Inc82,033$4,439 06/30/2022
     SCHV82,033$4,439 06/30/2022
SeaCrest Wealth Management LLC71,030$4,434 06/30/2022
     SCHV71,030$4,434 06/30/2022
Berkshire Asset Management LLC PA70,679$4,412 06/30/2022
     SCHV70,679$4,412 06/30/2022
Courage Miller Partners LLC69,840$4,359 06/30/2022
     SCHV69,840$4,359 06/30/2022
Oak Asset Management LLC69,840$4,359 06/30/2022
     SCHV69,840$4,359 06/30/2022
Affinity Capital Advisors LLC68,534$4,278 06/30/2022
     SCHV68,534$4,278 06/30/2022
Avantax Advisory Services Inc.67,043$4,185 06/30/2022
     SCHV67,043$4,185 06/30/2022
Capital Advisors Wealth Management LLC67,009$4,183 06/30/2022
     SCHV67,009$4,183 06/30/2022
Continuum Advisory LLC66,063$4,124 06/30/2022
     SCHV66,063$4,124 06/30/2022
Edge Capital Group LLC64,520$4,027 06/30/2022
     SCHV64,520$4,027 06/30/2022
Moisand Fitzgerald Tamayo LLC63,966$3,993 06/30/2022
     SCHV63,966$3,993 06/30/2022
Game Plan Financial Advisors LLC63,581$3,947 06/30/2022
     SCHV63,581$3,947 06/30/2022
Raymond James Financial Services Advisors Inc.63,028$3,934 06/30/2022
     SCHV63,028$3,934 06/30/2022
Summit Financial LLC62,247$3,885 06/30/2022
     SCHV62,247$3,885 06/30/2022
GSB Wealth Management LLC62,205$3,883 06/30/2022
     SCHV62,205$3,883 06/30/2022
Stonebridge Capital Advisors LLC58,999$3,683 06/30/2022
     SCHV58,999$3,683 06/30/2022
StrategIQ Financial Group LLC58,975$3,681 06/30/2022
     SCHV58,975$3,681 06/30/2022
Sculati Wealth Management LLC54,069$3,375 06/30/2022
     SCHV54,069$3,375 06/30/2022
Blue Bell Private Wealth Management LLC53,339$3,329 06/30/2022
     SCHV53,339$3,329 06/30/2022
Transparent Wealth Partners LLC52,707$3,290 06/30/2022
     SCHV52,707$3,290 06/30/2022
Cahill Financial Advisors Inc.52,644$3,286 06/30/2022
     SCHV52,644$3,286 06/30/2022
Cary Street Partners Investment Advisory LLC52,428$3,273 06/30/2022
     SCHV52,428$3,273 06/30/2022
Safeguard Financial LLC52,173$3,256 06/30/2022
     SCHV52,173$3,256 06/30/2022
Conning Inc.51,757$3,231 06/30/2022
     SCHV51,757$3,231 06/30/2022
Bogart Wealth LLC51,716$3,228 06/30/2022
     SCHV51,716$3,228 06/30/2022
Thrive Wealth Management LLC51,109$3,190 06/30/2022
     SCHV51,109$3,190 06/30/2022
Von Berge Wealth Management Group LLC50,751$3,159 06/30/2022
     SCHV50,751$3,159 06/30/2022
Avant Capital LLC50,576$3,157 06/30/2022
     SCHV50,576$3,157 06/30/2022
Truist Financial Corp50,367$3,144 06/30/2022
     SCHV50,367$3,144 06/30/2022
Baird Financial Group Inc.49,848$3,112 06/30/2022
     SCHV49,848$3,112 06/30/2022
Murphy Middleton Hinkle & Parker Inc.52,505$3,072 09/30/2022
     SCHV52,505$3,072 09/30/2022
Barden Capital Management Inc.48,806$3,046 06/30/2022
     SCHV48,806$3,046 06/30/2022
DDD Partners LLC48,292$3,014 06/30/2022
     SCHV48,292$3,014 06/30/2022
Apriem Advisors48,039$2,999 06/30/2022
     SCHV48,039$2,999 06/30/2022
EP Wealth Advisors LLC47,823$2,985 06/30/2022
     SCHV47,823$2,985 06/30/2022
Hill Island Financial LLC47,374$2,957 06/30/2022
     SCHV47,374$2,957 06/30/2022
Grant GrossMendelsohn LLC47,253$2,954 06/30/2022
     SCHV47,253$2,954 06/30/2022
HBW Advisory Services LLC49,908$2,920 09/30/2022
     SCHV49,908$2,920 09/30/2022
Red Cedar Investment Management LLC46,118$2,879 06/30/2022
     SCHV46,118$2,879 06/30/2022
Koshinski Asset Management Inc.46,062$2,875 06/30/2022
     SCHV46,062$2,875 06/30/2022
Parallel Advisors LLC45,755$2,856 06/30/2022
     SCHV45,755$2,856 06/30/2022
North Star Asset Management Inc.44,223$2,760 06/30/2022
     SCHV44,223$2,760 06/30/2022
EWG Elevate Inc.43,996$2,746 06/30/2022
     SCHV43,996$2,746 06/30/2022
BerganKDV Wealth Management LLC42,933$2,680 06/30/2022
     SCHV42,933$2,680 06/30/2022
Buckingham Strategic Wealth LLC42,261$2,638 06/30/2022
     SCHV42,261$2,638 06/30/2022
Keel Point LLC44,993$2,633 09/30/2022
     SCHV44,993$2,633 09/30/2022
Schneider Downs Wealth Management Advisors LP41,999$2,622 06/30/2022
     SCHV41,999$2,622 06/30/2022
Valley Forge Investment Consultants Inc. ADV41,783$2,608 06/30/2022
     SCHV41,783$2,608 06/30/2022
Dynamic Advisor Solutions LLC41,510$2,591 06/30/2022
     SCHV41,510$2,591 06/30/2022
Atria Wealth Solutions Inc.41,397$2,583 06/30/2022
     SCHV41,397$2,583 06/30/2022
Global Retirement Partners LLC40,897$2,553 06/30/2022
     SCHV40,897$2,553 06/30/2022
Private Advisor Group LLC40,009$2,498 06/30/2022
     SCHV40,009$2,498 06/30/2022
Allen Capital Group LLC38,756$2,419 06/30/2022
     SCHV38,756$2,419 06/30/2022
Proequities Inc.38,292$2,390 06/30/2022
     SCHV38,292$2,390 06/30/2022
Texas Yale Capital Corp.38,150$2,381 06/30/2022
     SCHV38,150$2,381 06/30/2022
Avenue 1 Advisors LLC37,745$2,356 06/30/2022
     SCHV37,745$2,356 06/30/2022
Cooper Financial Group37,454$2,338 06/30/2022
     SCHV37,454$2,338 06/30/2022
MBA Advisors LLC37,203$2,322 06/30/2022
     SCHV37,203$2,322 06/30/2022
Altus Wealth Group LLC34,263$2,312 06/30/2022
     SCHV34,263$2,312 06/30/2022
Fagan Associates Inc.36,262$2,263 06/30/2022
     SCHV36,262$2,263 06/30/2022
Coastwise Capital Group LLC36,019$2,248 06/30/2022
     SCHV36,019$2,248 06/30/2022
Woodmont Investment Counsel LLC35,583$2,221 06/30/2022
     SCHV35,583$2,221 06/30/2022
Ledge Wealth Management Inc.35,525$2,217 06/30/2022
     SCHV35,525$2,217 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC35,401$2,210 06/30/2022
     SCHV35,401$2,210 06/30/2022
Atlas Capital Advisors LLC35,246$2,200 06/30/2022
     SCHV35,246$2,200 06/30/2022
Pure Financial Advisors Inc.37,385$2,187 09/30/2022
     SCHV37,385$2,187 09/30/2022
Providence Wealth Advisors LLC34,937$2,174 06/30/2022
     SCHV34,937$2,174 06/30/2022
Sovereign Financial Group Inc.34,793$2,172 06/30/2022
     SCHV34,793$2,172 06/30/2022
Everhart Financial Group Inc.34,059$2,126 06/30/2022
     SCHV34,059$2,126 06/30/2022
Janney Montgomery Scott LLC33,297$2,098 06/30/2022
     SCHV33,297$2,098 06/30/2022
Compass Advisory Group LLC32,925$2,055 06/30/2022
     SCHV32,925$2,055 06/30/2022
SJA Financial Advisory LLC32,886$2,053 06/30/2022
     SCHV32,886$2,053 06/30/2022
Acas LLC30,876$2,052 06/30/2022
     SCHV30,876$2,052 06/30/2022
Dravo Bay LLC31,790$2,044 06/30/2022
     SCHV31,790$2,044 06/30/2022
Wintrust Investments LLC32,273$2,015 06/30/2022
     SCHV32,273$2,015 06/30/2022
Integrated Wealth Concepts LLC32,175$2,008 06/30/2022
     SCHV32,175$2,008 06/30/2022
First Republic Investment Management Inc.32,042$2,000 06/30/2022
     SCHV32,042$2,000 06/30/2022
AdvisorNet Financial Inc34,154$1,998 09/30/2022
     SCHV34,154$1,998 09/30/2022
Miracle Mile Advisors LLC31,701$1,979 06/30/2022
     SCHV31,701$1,979 06/30/2022
Five Oceans Advisors31,174$1,946 06/30/2022
     SCHV31,174$1,946 06/30/2022
Retirement Group LLC29,850$1,863 06/30/2022
     SCHV29,850$1,863 06/30/2022
Private Capital Management LLC25,544$1,824 06/30/2022
     SCHV25,544$1,824 06/30/2022
Annapolis Financial Services LLC29,008$1,811 06/30/2022
     SCHV29,008$1,811 06/30/2022
Alpha Cubed Investments LLC28,335$1,769 06/30/2022
     SCHV28,335$1,769 06/30/2022
Duncker Streett & Co. Inc.28,097$1,754 06/30/2022
     SCHV28,097$1,754 06/30/2022
Tortoise Investment Management LLC27,689$1,728 06/30/2022
     SCHV27,689$1,728 06/30/2022
Columbus Macro LLC27,588$1,722 06/30/2022
     SCHV27,588$1,722 06/30/2022
Change Path LLC27,392$1,710 06/30/2022
     SCHV27,392$1,710 06/30/2022
WNY Asset Management LLC27,302$1,704 06/30/2022
     SCHV27,302$1,704 06/30/2022
Joseph Group Capital Management27,049$1,688 06/30/2022
     SCHV27,049$1,688 06/30/2022
Goldman Sachs Group Inc.26,660$1,664 06/30/2022
     SCHV26,660$1,664 06/30/2022
Cetera Advisors LLC26,294$1,641 06/30/2022
     SCHV26,294$1,641 06/30/2022
Jentner Corp26,280$1,640 06/30/2022
     SCHV26,280$1,640 06/30/2022
Bell Rock Capital LLC26,280$1,640 06/30/2022
     SCHV26,280$1,640 06/30/2022
BCS Wealth Management27,603$1,615 09/30/2022
     SCHV27,603$1,615 09/30/2022
Market Street Wealth Management Advisors LLC25,865$1,614 06/30/2022
     SCHV25,865$1,614 06/30/2022
Westbourne Investment Advisors Inc.25,803$1,611 06/30/2022
     SCHV25,803$1,611 06/30/2022
Kalos Management Inc.24,523$1,580 06/30/2022
     SCHV24,523$1,580 06/30/2022
Chesapeake Wealth Management25,252$1,576 06/30/2022
     SCHV25,252$1,576 06/30/2022
AE Wealth Management LLC24,075$1,503 06/30/2022
     SCHV24,075$1,503 06/30/2022
Gunma Bank Ltd.24,000$1,498 06/30/2022
     SCHV24,000$1,498 06/30/2022
Carlson Capital Management23,405$1,461 06/30/2022
     SCHV23,405$1,461 06/30/2022
Lowery Thomas LLC23,405$1,461 06/30/2022
     SCHV23,405$1,461 06/30/2022
Theory Financial LLC23,307$1,460 06/30/2022
     SCHV23,307$1,460 06/30/2022
Financial Strategies Group Inc.23,359$1,458 06/30/2022
     SCHV23,359$1,458 06/30/2022
Aurora Private Wealth Inc.23,014$1,437 06/30/2022
     SCHV23,014$1,437 06/30/2022
LeJeune Puetz Investment Counsel LLC22,630$1,412 06/30/2022
     SCHV22,630$1,412 06/30/2022
Northwest Capital Management Inc22,430$1,400 06/30/2022
     SCHV22,430$1,400 06/30/2022
Rational Advisors LLC21,931$1,369 06/30/2022
     SCHV21,931$1,369 06/30/2022
FMR LLC21,573$1,347 06/30/2022
     SCHV21,573$1,347 06/30/2022
GW Henssler & Associates Ltd.21,071$1,315 06/30/2022
     SCHV21,071$1,315 06/30/2022
Ausdal Financial Partners Inc.20,571$1,284 06/30/2022
     SCHV20,571$1,284 06/30/2022
AJ Wealth Strategies LLC20,457$1,277 06/30/2022
     SCHV20,457$1,277 06/30/2022
Lederer & Associates Investment Counsel CA20,438$1,276 06/30/2022
     SCHV20,438$1,276 06/30/2022
American Investment Services Inc.20,260$1,265 06/30/2022
     SCHV20,260$1,265 06/30/2022
MidWestOne Financial Group Inc.20,256$1,265 06/30/2022
     SCHV20,256$1,265 06/30/2022
Relaxing Retirement Coach19,831$1,238 06/30/2022
     SCHV19,831$1,238 06/30/2022
Sigma Planning Corp19,710$1,230 06/30/2022
     SCHV19,710$1,230 06/30/2022
Laurel Wealth Advisors Inc.19,520$1,219 06/30/2022
     SCHV19,520$1,219 06/30/2022
Carolinas Wealth Consulting LLC19,427$1,213 06/30/2022
     SCHV19,427$1,213 06/30/2022
Gradient Capital Advisors LLC19,270$1,203 06/30/2022
     SCHV19,270$1,203 06/30/2022
Pegasus Partners Ltd.19,231$1,200 06/30/2022
     SCHV19,231$1,200 06/30/2022
B. Riley Wealth Management Inc.19,074$1,191 06/30/2022
     SCHV19,074$1,191 06/30/2022
RWM Asset Management LLC18,891$1,179 06/30/2022
     SCHV18,891$1,179 06/30/2022
NTB Financial Corp18,809$1,174 06/30/2022
     SCHV18,809$1,174 06/30/2022
J.W. Cole Advisors Inc.18,238$1,138 06/30/2022
     SCHV18,238$1,138 06/30/2022
Monograph Wealth Advisors LLC17,928$1,119 06/30/2022
     SCHV17,928$1,119 06/30/2022
Valeo Financial Advisors LLC17,733$1,107 06/30/2022
     SCHV17,733$1,107 06/30/2022
Money Concepts Capital Corp17,478$1,102 06/30/2022
     SCHV17,478$1,102 06/30/2022
Cornerstone Wealth Management LLC17,191$1,073 06/30/2022
     SCHV17,191$1,073 06/30/2022
CWM LLC17,176$1,072 06/30/2022
     SCHV17,176$1,072 06/30/2022
Altfest L J & Co. Inc.17,086$1,067 06/30/2022
     SCHV17,086$1,067 06/30/2022
Bishop & Co Investment Management LLC17,046$1,064 06/30/2022
     SCHV17,046$1,064 06/30/2022
Aspiriant LLC16,844$1,051 06/30/2022
     SCHV16,844$1,051 06/30/2022
BCGM Wealth Management LLC15,751$1,047 06/30/2022
     SCHV15,751$1,047 06/30/2022
Frontier Wealth Management LLC16,530$1,032 06/30/2022
     SCHV16,530$1,032 06/30/2022
Nwam LLC16,293$1,017 06/30/2022
     SCHV16,293$1,017 06/30/2022
Regal Investment Advisors LLC16,280$1,016 06/30/2022
     SCHV16,280$1,016 06/30/2022
Appleton Group LLC16,201$1,011 06/30/2022
     SCHV16,201$1,011 06/30/2022
Boyer & Corporon Wealth Management LLC16,113$1,006 06/30/2022
     SCHV16,113$1,006 06/30/2022
Pacific Capital Wealth Advisors Inc.16,095$1,005 06/30/2022
     SCHV16,095$1,005 06/30/2022
Cypress Capital Management LLC16,036$1,001 06/30/2022
     SCHV16,036$1,001 06/30/2022
Gillespie Robinson & Grimm Inc.16,020$1,000 06/30/2022
     SCHV16,020$1,000 06/30/2022
Marquette Asset Management LLC17,055$998 09/30/2022
     SCHV17,055$998 09/30/2022
Bank of Montreal Can14,609$977 06/30/2022
     SCHV14,609$977 06/30/2022
Laidlaw Wealth Management LLC15,485$967 06/30/2022
     SCHV15,485$967 06/30/2022
Strategic Wealth Advisors Group LLC15,323$960 06/30/2022
     SCHV15,323$960 06/30/2022
Montag & Caldwell LLC15,202$949 06/30/2022
     SCHV15,202$949 06/30/2022
Joseph P. Lucia & Associates LLC15,170$947 06/30/2022
     SCHV15,170$947 06/30/2022
Condor Capital Management14,954$933 06/30/2022
     SCHV14,954$933 06/30/2022
Hoey Investments Inc.14,905$930 06/30/2022
     SCHV14,905$930 06/30/2022
Patton Albertson Miller Group LLC14,667$916 06/30/2022
     SCHV14,667$916 06/30/2022
Sontag Advisory LLC14,485$904 06/30/2022
     SCHV14,485$904 06/30/2022
SOL Capital Management CO14,458$902 06/30/2022
     SCHV14,458$902 06/30/2022
Matthew Goff Investment Advisor LLC14,113$881 06/30/2022
     SCHV14,113$881 06/30/2022
JPMorgan Chase & Co.14,109$880 06/30/2022
     SCHV14,109$880 06/30/2022
Resurgent Financial Advisors LLC14,061$878 06/30/2022
     SCHV14,061$878 06/30/2022
JMG Financial Group Ltd.13,790$861 06/30/2022
     SCHV13,790$861 06/30/2022
Apollon Wealth Management LLC13,784$860 06/30/2022
     SCHV13,784$860 06/30/2022
Kiley Juergens Wealth Management LLC13,242$826 06/30/2022
     SCHV13,242$826 06/30/2022
Susquehanna International Group LLP $820 06/30/2022
     SCHV15,122$944 06/30/2022
     Put10,100$630 06/30/2022
     Call8,100$506 06/30/2022
Loveless Wealth Management LLC13,109$818 06/30/2022
     SCHV13,109$818 06/30/2022
Baldrige Asset Management LLC12,817$800 06/30/2022
     SCHV12,817$800 06/30/2022
Warner Financial Inc.12,811$800 06/30/2022
     SCHV12,811$800 06/30/2022
Kolinsky Wealth Management LLC12,804$799 06/30/2022
     SCHV12,804$799 06/30/2022
Spire Wealth Management12,642$789 06/30/2022
     SCHV12,642$789 06/30/2022
Haverford Trust Co.12,582$785 06/30/2022
     SCHV12,582$785 06/30/2022
Fortitude Advisory Group L.L.C.12,531$782 06/30/2022
     SCHV12,531$782 06/30/2022
Jackson Creek Investment Advisors LLC11,563$769 06/30/2022
     SCHV11,563$769 06/30/2022
Pensionmark Financial Group LLC11,536$765 06/30/2022
     SCHV11,536$765 06/30/2022
Sax Wealth Advisors LLC12,211$762 06/30/2022
     SCHV12,211$762 06/30/2022
Peapack Gladstone Financial Corp12,159$759 06/30/2022
     SCHV12,159$759 06/30/2022
Cedar Brook Financial Partners LLC12,127$757 06/30/2022
     SCHV12,127$757 06/30/2022
Marotta Asset Management11,947$753 06/30/2022
     SCHV11,947$753 06/30/2022
Cedar Wealth Management LLC12,012$750 06/30/2022
     SCHV12,012$750 06/30/2022
BFT Financial Group LLC12,000$749 06/30/2022
     SCHV12,000$749 06/30/2022
Meritage Portfolio Management11,905$743 06/30/2022
     SCHV11,905$743 06/30/2022
Wealth Management Resources Inc.11,857$740 06/30/2022
     SCHV11,857$740 06/30/2022
Joule Financial LLC11,851$740 06/30/2022
     SCHV11,851$740 06/30/2022
Blue Barn Wealth LLC11,400$712 06/30/2022
     SCHV11,400$712 06/30/2022
Zhang Financial LLC11,303$706 06/30/2022
     SCHV11,303$706 06/30/2022
International Assets Investment Management LLC11,641$701 06/30/2022
     SCHV11,641$701 06/30/2022
Ayalon Holdings Ltd.11,222$700 06/30/2022
     SCHV11,222$700 06/30/2022
Athena Investment Management11,000$687 06/30/2022
     SCHV11,000$687 06/30/2022
Creative Financial Designs Inc. ADV10,762$672 06/30/2022
     SCHV10,762$672 06/30/2022
Kelman Lazarov Inc.10,619$663 06/30/2022
     SCHV10,619$663 06/30/2022
AHL Investment Management Inc.10,529$657 06/30/2022
     SCHV10,529$657 06/30/2022
Bernardo Wealth Planning LLC10,479$654 06/30/2022
     SCHV10,479$654 06/30/2022
Mengis Capital Management Inc.10,459$652 06/30/2022
     SCHV10,459$652 06/30/2022
Harbour Investments Inc.10,355$646 06/30/2022
     SCHV10,355$646 06/30/2022
Brookstone Capital Management10,079$637 06/30/2022
     SCHV10,079$637 06/30/2022
Ally Invest Advisors Inc.10,031$626 06/30/2022
     SCHV10,031$626 06/30/2022
Merriman Wealth Management LLC9,999$624 06/30/2022
     SCHV9,999$624 06/30/2022
Southern Wealth Management LLP10,002$624 06/30/2022
     SCHV10,002$624 06/30/2022
Advisory Services Network LLC9,954$621 06/30/2022
     SCHV9,954$621 06/30/2022
Aire Advisors LLC9,952$621 06/30/2022
     SCHV9,952$621 06/30/2022
Capital Insight Partners LLC9,874$616 06/30/2022
     SCHV9,874$616 06/30/2022
Revolve Wealth Partners LLC9,846$615 06/30/2022
     SCHV9,846$615 06/30/2022
Csenge Advisory Group10,442$611 09/30/2022
     SCHV10,442$611 09/30/2022
Ironwood Financial llc9,700$606 06/30/2022
     SCHV9,700$606 06/30/2022
Greenleaf Trust9,550$596 06/30/2022
     SCHV9,550$596 06/30/2022
IMA Wealth Inc.9,531$595 06/30/2022
     SCHV9,531$595 06/30/2022
Whitener Capital Management Inc.9,492$592 06/30/2022
     SCHV9,492$592 06/30/2022
Acorn Financial Advisory Services Inc. ADV9,537$590 06/30/2022
     SCHV9,537$590 06/30/2022
Alesco Advisors LLC9,324$582 06/30/2022
     SCHV9,324$582 06/30/2022
M Holdings Securities Inc.9,296$580 06/30/2022
     SCHV9,296$580 06/30/2022
D.A. Davidson & CO.9,140$571 06/30/2022
     SCHV9,140$571 06/30/2022
Kovack Advisors Inc.9,135$570 06/30/2022
     SCHV9,135$570 06/30/2022
My Legacy Advisors LLC9,048$569 06/30/2022
     SCHV9,048$569 06/30/2022
Red Door Wealth Management LLC9,124$569 06/30/2022
     SCHV9,124$569 06/30/2022
Householder Group Estate & Retirement Specialist LLC9,117$569 06/30/2022
     SCHV9,117$569 06/30/2022
Teamwork Financial Advisors LLC8,813$550 06/30/2022
     SCHV8,813$550 06/30/2022
UMB Bank N A MO8,799$549 06/30/2022
     SCHV8,799$549 06/30/2022
Sheaff Brock Investment Advisors LLC8,773$548 06/30/2022
     SCHV8,773$548 06/30/2022
Well Done LLC8,755$546 06/30/2022
     SCHV8,755$546 06/30/2022
HHM Wealth Advisors LLC8,698$543 06/30/2022
     SCHV8,698$543 06/30/2022
Cadence Wealth Management LLC8,699$543 06/30/2022
     SCHV8,699$543 06/30/2022
Smith Salley & Associates8,647$540 06/30/2022
     SCHV8,647$540 06/30/2022
Belpointe Asset Management LLC8,646$540 06/30/2022
     SCHV8,646$540 06/30/2022
Thompson Investment Management Inc.8,548$534 06/30/2022
     SCHV8,548$534 06/30/2022
Brighton Jones LLC8,554$534 06/30/2022
     SCHV8,554$534 06/30/2022
Berger Financial Group Inc8,519$532 06/30/2022
     SCHV8,519$532 06/30/2022
Blair William & Co. IL8,335$520 06/30/2022
     SCHV8,335$520 06/30/2022
Newman & Schimel LLC8,276$517 06/30/2022
     SCHV8,276$517 06/30/2022
Portfolio Solutions LLC8,233$514 06/30/2022
     SCHV8,233$514 06/30/2022
Alliance Wealth Management Group8,222$513 06/30/2022
     SCHV8,222$513 06/30/2022
Towercrest Capital Management8,222$513 06/30/2022
     SCHV8,222$513 06/30/2022
Renaissance Technologies LLC8,200$512 06/30/2022
     SCHV8,200$512 06/30/2022
Stone Point Wealth LLC8,154$509 06/30/2022
     SCHV8,154$509 06/30/2022
The PNC Financial Services Group Inc.8,143$508 06/30/2022
     SCHV8,143$508 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC7,983$498 06/30/2022
     SCHV7,983$498 06/30/2022
Eudaimonia Partners LLC7,932$495 06/30/2022
     SCHV7,932$495 06/30/2022
Stratos Wealth Partners LTD.7,895$493 06/30/2022
     SCHV7,895$493 06/30/2022
Lantz Financial LLC7,870$491 06/30/2022
     SCHV7,870$491 06/30/2022
DHJJ Financial Advisors Ltd.7,673$479 06/30/2022
     SCHV7,673$479 06/30/2022
Nations Financial Group Inc. IA ADV7,607$475 06/30/2022
     SCHV7,607$475 06/30/2022
Rockefeller Capital Management L.P.7,610$474 06/30/2022
     SCHV7,610$474 06/30/2022
New England Private Wealth Advisors LLC6,539$467 06/30/2022
     SCHV6,539$467 06/30/2022
Bond & Devick Financial Network Inc.7,452$465 06/30/2022
     SCHV7,452$465 06/30/2022
LifeSteps Financial Inc.7,204$450 06/30/2022
     SCHV7,204$450 06/30/2022
Marks Group Wealth Management Inc7,186$449 06/30/2022
     SCHV7,186$449 06/30/2022
Bank of New York Mellon Corp7,108$444 06/30/2022
     SCHV7,108$444 06/30/2022
Van Strum & Towne Inc.7,084$443 06/30/2022
     SCHV7,084$443 06/30/2022
Stifel Financial Corp7,068$441 06/30/2022
     SCHV7,068$441 06/30/2022
Roundview Capital LLC7,038$439 06/30/2022
     SCHV7,038$439 06/30/2022
Regentatlantic Capital LLC6,839$427 06/30/2022
     SCHV6,839$427 06/30/2022
CIBC Private Wealth Group LLC6,812$425 06/30/2022
     SCHV6,812$425 06/30/2022
Retirement Planning Group6,785$424 06/30/2022
     SCHV6,785$424 06/30/2022
Klingman & Associates LLC6,741$421 06/30/2022
     SCHV6,741$421 06/30/2022
Steward Partners Investment Advisory LLC6,740$421 06/30/2022
     SCHV6,740$421 06/30/2022
Strategic Family Wealth Counselors L.L.C.6,682$417 06/30/2022
     SCHV6,682$417 06/30/2022
Western Wealth Management LLC6,601$415 06/30/2022
     SCHV6,601$415 06/30/2022
Abacus Planning Group Inc.6,579$411 06/30/2022
     SCHV6,579$411 06/30/2022
Clear Investment Research LLC6,531$408 06/30/2022
     SCHV6,531$408 06/30/2022
Radnor Capital Management LLC6,520$407 06/30/2022
     SCHV6,520$407 06/30/2022
Advisory Alpha LLC6,490$405 06/30/2022
     SCHV6,490$405 06/30/2022
Morris Financial Concepts Inc.6,429$401 06/30/2022
     SCHV6,429$401 06/30/2022
WT Wealth Management6,409$400 06/30/2022
     SCHV6,409$400 06/30/2022
Johnson Investment Counsel Inc.6,399$399 06/30/2022
     SCHV6,399$399 06/30/2022
MONECO Advisors LLC6,393$399 06/30/2022
     SCHV6,393$399 06/30/2022
Dorsey & Whitney Trust CO LLC6,360$397 06/30/2022
     SCHV6,360$397 06/30/2022
Vista Capital Partners Inc.6,356$397 06/30/2022
     SCHV6,356$397 06/30/2022
Lido Advisors LLC6,346$396 06/30/2022
     SCHV6,346$396 06/30/2022
Diversified Investment Strategies LLC6,324$395 06/30/2022
     SCHV6,324$395 06/30/2022
Diversified Portfolios Inc.6,311$394 06/30/2022
     SCHV6,311$394 06/30/2022
Riversedge Advisors LLC6,305$394 06/30/2022
     SCHV6,305$394 06/30/2022
Greenwood Gearhart Inc.6,300$393 06/30/2022
     SCHV6,300$393 06/30/2022
Manchester Capital Management LLC5,750$393 06/30/2022
     SCHV5,750$393 06/30/2022
Essex LLC6,255$390 06/30/2022
     SCHV6,255$390 06/30/2022
Bell Bank6,136$383 06/30/2022
     SCHV6,136$383 06/30/2022
Elgethun Capital Management6,085$379 06/30/2022
     SCHV6,085$379 06/30/2022
Zacks Investment Management5,984$374 06/30/2022
     SCHV5,984$374 06/30/2022
SkyOak Wealth LLC5,836$364 06/30/2022
     SCHV5,836$364 06/30/2022
Domani Wealth LLC5,783$361 06/30/2022
     SCHV5,783$361 06/30/2022
One Charles Private Wealth Services LLC5,795$361 06/30/2022
     SCHV5,795$361 06/30/2022
Cerity Partners LLC5,779$360 06/30/2022
     SCHV5,779$360 06/30/2022
Annex Advisory Services LLC5,706$356 06/30/2022
     SCHV5,706$356 06/30/2022
Everett Harris & Co. CA5,675$354 06/30/2022
     SCHV5,675$354 06/30/2022
US Bancorp DE5,648$353 06/30/2022
     SCHV5,648$353 06/30/2022
Center for Financial Planning Inc.5,636$352 06/30/2022
     SCHV5,636$352 06/30/2022
Patriot Investment Management Inc.5,620$350 06/30/2022
     SCHV5,620$350 06/30/2022
Princeton Global Asset Management LLC5,567$347 06/30/2022
     SCHV5,567$347 06/30/2022
Firestone Capital Management5,564$347 06/30/2022
     SCHV5,564$347 06/30/2022
Bridges Investment Management Inc.5,540$346 06/30/2022
     SCHV5,540$346 06/30/2022
Orion Portfolio Solutions LLC5,522$345 06/30/2022
     SCHV5,522$345 06/30/2022
Gofen & Glossberg LLC IL5,443$340 06/30/2022
     SCHV5,443$340 06/30/2022
Fifth Third Bancorp5,327$333 06/30/2022
     SCHV5,327$333 06/30/2022
Equitable Holdings Inc.5,327$333 06/30/2022
     SCHV5,327$333 06/30/2022
UMA Financial Services Inc.5,371$332 09/30/2022
     SCHV5,371$332 09/30/2022
Prestige Wealth Management Group LLC5,267$329 06/30/2022
     SCHV5,267$329 06/30/2022
U.S. Capital Wealth Advisors LLC5,278$329 06/30/2022
     SCHV5,278$329 06/30/2022
Bartlett & Co. LLC5,236$327 06/30/2022
     SCHV5,236$327 06/30/2022
Tenret Co LLC5,237$327 06/30/2022
     SCHV5,237$327 06/30/2022
Budros Ruhlin & Roe Inc.5,201$325 06/30/2022
     SCHV5,201$325 06/30/2022
RDA Financial Network5,120$320 06/30/2022
     SCHV5,120$320 06/30/2022
Capital Directions Investment Advisors LLC5,088$318 06/30/2022
     SCHV5,088$318 06/30/2022
G2 Capital Management LLC OH5,054$315 06/30/2022
     SCHV5,054$315 06/30/2022
Foster & Motley Inc.4,996$312 06/30/2022
     SCHV4,996$312 06/30/2022
RBA Wealth Management LLC4,996$312 06/30/2022
     SCHV4,996$312 06/30/2022
Soltis Investment Advisors LLC5,000$312 06/30/2022
     SCHV5,000$312 06/30/2022
ETF Store Inc.4,956$312 06/30/2022
     SCHV4,956$312 06/30/2022
Intrua Financial LLC4,974$310 06/30/2022
     SCHV4,974$310 06/30/2022
ACG Wealth4,927$308 06/30/2022
     SCHV4,927$308 06/30/2022
TrinityPoint Wealth LLC4,940$308 06/30/2022
     SCHV4,940$308 06/30/2022
Magnus Financial Group LLC4,800$300 06/30/2022
     SCHV4,800$300 06/30/2022
Waterfront Wealth Inc.4,794$299 06/30/2022
     SCHV4,794$299 06/30/2022
Commerce Bank4,769$298 06/30/2022
     SCHV4,769$298 06/30/2022
Sage Mountain Advisors LLC4,769$298 06/30/2022
     SCHV4,769$298 06/30/2022
WealthTrust Asset Management LLC4,764$297 06/30/2022
     SCHV4,764$297 06/30/2022
JJJ Advisors Inc.4,448$296 06/30/2022
     SCHV4,448$296 06/30/2022
Intercontinental Wealth Advisors LLC4,680$292 06/30/2022
     SCHV4,680$292 06/30/2022
SILVER OAK SECURITIES Inc4,435$287 06/30/2022
     SCHV4,435$287 06/30/2022
CRA Financial Services LLC4,575$286 06/30/2022
     SCHV4,575$286 06/30/2022
Associated Banc Corp4,482$280 06/30/2022
     SCHV4,482$280 06/30/2022
Allworth Financial LP4,446$277 06/30/2022
     SCHV4,446$277 06/30/2022
Plancorp LLC4,438$277 06/30/2022
     SCHV4,438$277 06/30/2022
Granite Bay Wealth Management LLC4,442$277 06/30/2022
     SCHV4,442$277 06/30/2022
Retirement Guys Formula LLC4,439$277 06/30/2022
     SCHV4,439$277 06/30/2022
Bessemer Group Inc.4,422$276 06/30/2022
     SCHV4,422$276 06/30/2022
Acropolis Investment Management LLC4,425$276 06/30/2022
     SCHV4,425$276 06/30/2022
Carnegie Capital Asset Management LLC4,422$276 06/30/2022
     SCHV4,422$276 06/30/2022
Bouchey Financial Group Ltd4,416$276 06/30/2022
     SCHV4,416$276 06/30/2022
PRW Wealth Management LLC4,416$276 06/30/2022
     SCHV4,416$276 06/30/2022
Focused Wealth Management Inc4,291$268 06/30/2022
     SCHV4,291$268 06/30/2022
Carret Asset Management LLC4,270$267 06/30/2022
     SCHV4,270$267 06/30/2022
Acorn Wealth Advisors LLC4,258$266 06/30/2022
     SCHV4,258$266 06/30/2022
Kohmann Bosshard Financial Services LLC4,211$263 06/30/2022
     SCHV4,211$263 06/30/2022
Cassady Schiller Wealth Management LLC4,163$260 06/30/2022
     SCHV4,163$260 06/30/2022
AIMZ Investment Advisors LLC4,032$252 06/30/2022
     SCHV4,032$252 06/30/2022
Strategic Wealth Partners Group LLC4,041$252 06/30/2022
     SCHV4,041$252 06/30/2022
TriaGen Wealth Management LLC4,021$251 06/30/2022
     SCHV4,021$251 06/30/2022
Eudaimonia Advisors LLC4,028$251 06/30/2022
     SCHV4,028$251 06/30/2022
Future Financial Wealth Managment LLC3,500$250 06/30/2022
     SCHV3,500$250 06/30/2022
Hillcrest Wealth Advisors NY LLC3,934$246 06/30/2022
     SCHV3,934$246 06/30/2022
Geometric Wealth Advisors3,934$246 06/30/2022
     SCHV3,934$246 06/30/2022
Schrum Private Wealth Management LLC3,867$241 06/30/2022
     SCHV3,867$241 06/30/2022
Johnson Financial Group Inc.3,776$236 06/30/2022
     SCHV3,776$236 06/30/2022
Axxcess Wealth Management LLC3,772$235 06/30/2022
     SCHV3,772$235 06/30/2022
KCM Investment Advisors LLC3,756$234 06/30/2022
     SCHV3,756$234 06/30/2022
YHB Investment Advisors Inc.3,716$232 06/30/2022
     SCHV3,716$232 06/30/2022
Shearwater Capital LLC295$231 06/30/2022
     SCHV295$231 06/30/2022
Lincoln National Corp3,675$230 06/30/2022
     SCHV3,675$230 06/30/2022
Allied Investment Advisors LLC3,674$229 06/30/2022
     SCHV3,674$229 06/30/2022
MADDEN SECURITIES Corp3,657$228 06/30/2022
     SCHV3,657$228 06/30/2022
Manhattan West Asset Management LLC3,649$228 06/30/2022
     SCHV3,649$228 06/30/2022
Landaas & Co. WI ADV3,620$226 06/30/2022
     SCHV3,620$226 06/30/2022
Robertson Stephens Wealth Management LLC3,632$226 06/30/2022
     SCHV3,632$226 06/30/2022
American Trust3,571$224 06/30/2022
     SCHV3,571$224 06/30/2022
National Asset Management Inc.3,551$223 06/30/2022
     SCHV3,551$223 06/30/2022
BOKF NA3,522$220 06/30/2022
     SCHV3,522$220 06/30/2022
Gilbert & Cook Inc.3,506$219 06/30/2022
     SCHV3,506$219 06/30/2022
Tiemann Investment Advisors LLC3,470$217 06/30/2022
     SCHV3,470$217 06/30/2022
Compass Capital Management Inc.3,419$213 06/30/2022
     SCHV3,419$213 06/30/2022
Ritholtz Wealth Management3,415$213 06/30/2022
     SCHV3,415$213 06/30/2022
Bordeaux Wealth Advisors LLC3,390$212 06/30/2022
     SCHV3,390$212 06/30/2022
Shakespeare Wealth Management Inc.3,346$210 06/30/2022
     SCHV3,346$210 06/30/2022
Keudell Morrison Wealth Management3,359$210 06/30/2022
     SCHV3,359$210 06/30/2022
Hengehold Capital Management LLC3,354$209 06/30/2022
     SCHV3,354$209 06/30/2022
Stonegate Investment Group LLC3,351$209 06/30/2022
     SCHV3,351$209 06/30/2022
IAG Wealth Partners LLC3,325$208 06/30/2022
     SCHV3,325$208 06/30/2022
First Foundation Advisors3,305$206 06/30/2022
     SCHV3,305$206 06/30/2022
OLD Mission Capital LLC3,306$206 06/30/2022
     SCHV3,306$206 06/30/2022
Boenning & Scattergood Inc.3,254$203 06/30/2022
     SCHV3,254$203 06/30/2022
Capital Analysts LLC3,244$202 06/30/2022
     SCHV3,244$202 06/30/2022
Bigelow Investment Advisors LLC3,227$201 06/30/2022
     SCHV3,227$201 06/30/2022
Keebeck Wealth Management LLC3,214$201 06/30/2022
     SCHV3,214$201 06/30/2022
Kowal Investment Group LLC3,210$200 06/30/2022
     SCHV3,210$200 06/30/2022
Tower Research Capital LLC TRC 3,101$194 06/30/2022
     SCHV3,101$194 06/30/2022
Missouri Trust & Investment Co3,016$188 06/30/2022
     SCHV3,016$188 06/30/2022
JFS Wealth Advisors LLC2,828$177 06/30/2022
     SCHV2,828$177 06/30/2022
Front Row Advisors LLC2,611$163 06/30/2022
     SCHV2,611$163 06/30/2022
Salem Investment Counselors Inc.2,480$155 06/30/2022
     SCHV2,480$155 06/30/2022
Qube Research & Technologies Ltd2,491$155 06/30/2022
     SCHV2,491$155 06/30/2022
TCI Wealth Advisors Inc.2,304$144 06/30/2022
     SCHV2,304$144 06/30/2022
Larson Financial Group LLC2,199$137 06/30/2022
     SCHV2,199$137 06/30/2022
Capital Investment Advisory Services LLC2,159$135 06/30/2022
     SCHV2,159$135 06/30/2022
Chilton Capital Management LLC2,133$133 06/30/2022
     SCHV2,133$133 06/30/2022
First Horizon Advisors Inc.2,039$127 06/30/2022
     SCHV2,039$127 06/30/2022
CENTRAL TRUST Co1,845$115 06/30/2022
     SCHV1,845$115 06/30/2022
Parkside Financial Bank & Trust1,826$114 06/30/2022
     SCHV1,826$114 06/30/2022
Lakeview Capital Partners LLC1,690$105 06/30/2022
     SCHV1,690$105 06/30/2022
GoalVest Advisory LLC1,560$98 06/30/2022
     SCHV1,560$98 06/30/2022
FinTrust Capital Advisors LLC1,502$97 06/30/2022
     SCHV1,502$97 06/30/2022
Covington Capital Management1,530$96 06/30/2022
     SCHV1,530$96 06/30/2022
Aptus Capital Advisors LLC1,539$96 06/30/2022
     SCHV1,539$96 06/30/2022
Trustcore Financial Services LLC1,485$93 06/30/2022
     SCHV1,485$93 06/30/2022
Pinnacle Bank1,475$92 06/30/2022
     SCHV1,475$92 06/30/2022
Massmutual Trust Co. FSB ADV1,504$88 09/30/2022
     SCHV1,504$88 09/30/2022
Founders Financial Alliance LLC1,405$88 06/30/2022
     SCHV1,405$88 06/30/2022
Hanson & Doremus Investment Management1,390$87 06/30/2022
     SCHV1,390$87 06/30/2022
Rocky Mountain Advisers LLC1,380$86 06/30/2022
     SCHV1,380$86 06/30/2022
Robbins Farley LLC1,348$84 06/30/2022
     SCHV1,348$84 06/30/2022
Signaturefd LLC1,311$82 06/30/2022
     SCHV1,311$82 06/30/2022
Investors Research Corp1,275$80 06/30/2022
     SCHV1,275$80 06/30/2022
Citigroup Inc.1,264$79 06/30/2022
     SCHV1,264$79 06/30/2022
Curi Capital1,263$79 06/30/2022
     SCHV1,263$79 06/30/2022
Quadrant Capital Group LLC1,237$77 06/30/2022
     SCHV1,237$77 06/30/2022
Hudock Inc.1,159$72 06/30/2022
     SCHV1,159$72 06/30/2022
Guardian Wealth Advisors LLC NC1,076$67 06/30/2022
     SCHV1,076$67 06/30/2022
Howe & Rusling Inc.1,065$66 06/30/2022
     SCHV1,065$66 06/30/2022
Rosenberg Matthew Hamilton1,000$63 06/30/2022
     SCHV1,000$63 06/30/2022
Cullen Frost Bankers Inc.960$60 06/30/2022
     SCHV960$60 06/30/2022
Ancora Advisors LLC955$60 06/30/2022
     SCHV955$60 06/30/2022
Evensky & Katz LLC942$59 06/30/2022
     SCHV942$59 06/30/2022
Clear Perspectives Financial Planning LLC900$56 06/30/2022
     SCHV900$56 06/30/2022
Northwest Investment Counselors LLC828$52 06/30/2022
     SCHV828$52 06/30/2022
Venture Visionary Partners LLC818$51 06/30/2022
     SCHV818$51 06/30/2022
Level Financial Advisors Inc.796$50 06/30/2022
     SCHV796$50 06/30/2022
Motco760$47 06/30/2022
     SCHV760$47 06/30/2022
Patriot Financial Group Insurance Agency LLC757$47 06/30/2022
     SCHV757$47 06/30/2022
Versant Capital Management Inc727$45 06/30/2022
     SCHV727$45 06/30/2022
Islay Capital Management LLC720$45 06/30/2022
     SCHV720$45 06/30/2022
Clarkston Capital Partners LLC708$44 06/30/2022
     SCHV708$44 06/30/2022
Cascade Investment Advisors Inc.712$44 06/30/2022
     SCHV712$44 06/30/2022
Armor Investment Advisors LLC708$44 06/30/2022
     SCHV708$44 06/30/2022
Valley National Advisers Inc.644$41 06/30/2022
     SCHV644$41 06/30/2022
Mine & Arao Wealth Creation & Management LLC.652$41 06/30/2022
     SCHV652$41 06/30/2022
Beacon Capital Management LLC637$40 09/30/2022
     SCHV637$40 09/30/2022
BOK Financial Private Wealth Inc.647$40 06/30/2022
     SCHV647$40 06/30/2022
AlphaCore Capital LLC644$40 06/30/2022
     SCHV644$40 06/30/2022
Atticus Wealth Management LLC642$40 06/30/2022
     SCHV642$40 06/30/2022
Sandy Spring Bank602$38 06/30/2022
     SCHV602$38 06/30/2022
O Shaughnessy Asset Management LLC596$37 06/30/2022
     SCHV596$37 06/30/2022
Goodwin Investment Advisory596$37 06/30/2022
     SCHV596$37 06/30/2022
Assetmark Inc.566$35 06/30/2022
     SCHV566$35 06/30/2022
Nvwm LLC557$35 06/30/2022
     SCHV557$35 06/30/2022
Pflug Koory LLC510$32 06/30/2022
     SCHV510$32 06/30/2022
Blume Capital Management Inc.500$31 06/30/2022
     SCHV500$31 06/30/2022
Ambassador Advisors LLC486$30 06/30/2022
     SCHV486$30 06/30/2022
AlphaMark Advisors LLC450$28 06/30/2022
     SCHV450$28 06/30/2022
CVA Family Office LLC446$28 06/30/2022
     SCHV446$28 06/30/2022
NWK Group Inc.441$28 06/30/2022
     SCHV441$28 06/30/2022
Ritter Daniher Financial Advisory LLC DE446$28 06/30/2022
     SCHV446$28 06/30/2022
Mark Sheptoff Financial Planning LLC425$27 06/30/2022
     SCHV425$27 06/30/2022
BDO Wealth Advisors LLC433$27 06/30/2022
     SCHV433$27 06/30/2022
Jackson Hole Capital Partners LLC440$27 06/30/2022
     SCHV440$27 06/30/2022
WFA of San Diego LLC428$27 06/30/2022
     SCHV428$27 06/30/2022
Whittier Trust Co. of Nevada Inc.411$26 06/30/2022
     SCHV411$26 06/30/2022
Ten Capital Wealth Advisors LLC417$26 06/30/2022
     SCHV417$26 06/30/2022
Morling Financial Advisors LLC408$25 06/30/2022
     SCHV408$25 06/30/2022
Graves Light Private Wealth Management Inc.372$23 06/30/2022
     SCHV372$23 06/30/2022
First PREMIER Bank345$22 06/30/2022
     SCHV345$22 06/30/2022
Charter Oak Capital Management LLC358$22 06/30/2022
     SCHV358$22 06/30/2022
Optimum Investment Advisors330$21 06/30/2022
     SCHV330$21 06/30/2022
Laurel Wealth Advisors LLC325$20 06/30/2022
     SCHV325$20 06/30/2022
South State CORP.296$18 06/30/2022
     SCHV296$18 06/30/2022
Pittenger & Anderson Inc.277$17 06/30/2022
     SCHV277$17 06/30/2022
JNBA Financial Advisors270$17 06/30/2022
     SCHV270$17 06/30/2022
Castle Wealth Management LLC277$17 06/30/2022
     SCHV277$17 06/30/2022
Harbor Investment Advisory LLC257$16 06/30/2022
     SCHV257$16 06/30/2022
Baystate Wealth Management LLC256$16 06/30/2022
     SCHV256$16 06/30/2022
Tradewinds Capital Management LLC263$16 06/30/2022
     SCHV263$16 06/30/2022
Ellis Investment Partners LLC219$13 06/30/2022
     SCHV219$13 06/30/2022
CoreCap Advisors LLC204$13 06/30/2022
     SCHV204$13 06/30/2022
Corbenic Partners LLC198$12 06/30/2022
     SCHV198$12 06/30/2022
MBM Wealth Consultants LLC192$12 06/30/2022
     SCHV192$12 06/30/2022
Clearstead Advisors LLC179$11 06/30/2022
     SCHV179$11 06/30/2022
Emfo LLC176$11 06/30/2022
     SCHV176$11 06/30/2022
Tyler Stone Wealth Management171$11 06/30/2022
     SCHV171$11 06/30/2022
Carolina Wealth Advisors LLC160$10 06/30/2022
     SCHV160$10 06/30/2022
Key Financial Inc150$9 06/30/2022
     SCHV150$9 06/30/2022
Ahrens Investment Partners LLC120$7 06/30/2022
     SCHV120$7 06/30/2022
Morton Brown Family Wealth LLC118$7 06/30/2022
     SCHV118$7 06/30/2022
O Dell Group LLC93$6 06/30/2022
     SCHV93$6 06/30/2022
Aberdeen Wealth Management LLC100$6 06/30/2022
     SCHV100$6 06/30/2022
Meeder Asset Management Inc.79$5 06/30/2022
     SCHV79$5 06/30/2022
Peachtree Investment Partners LLC84$5 06/30/2022
     SCHV84$5 06/30/2022
Lehman & Derafelo Financial Resources LLC80$5 06/30/2022
     SCHV80$5 06/30/2022
SRS Capital Advisors Inc.61$4 06/30/2022
     SCHV61$4 06/30/2022
Cypress Capital Management LLC WY 64$4 06/30/2022
     SCHV64$4 06/30/2022
New Millennium Group LLC70$4 06/30/2022
     SCHV70$4 06/30/2022
Legacy Bridge LLC50$3 06/30/2022
     SCHV50$3 06/30/2022
Cedar Mountain Advisors LLC41$3 06/30/2022
     SCHV41$3 06/30/2022
Bellevue Asset Management LLC51$3 06/30/2022
     SCHV51$3 06/30/2022
WASHINGTON TRUST Co35$2 06/30/2022
     SCHV35$2 06/30/2022
Horan Securities Inc.37$2 06/30/2022
     SCHV37$2 06/30/2022
Global Wealth Management Investment Advisory Inc.25$2 06/30/2022
     SCHV25$2 06/30/2022
Rise Advisors LLC29$2 06/30/2022
     SCHV29$2 06/30/2022
NewSquare Capital LLC9$1 06/30/2022
     SCHV9$1 06/30/2022
Sterling Investment Advisors Ltd.17$1 06/30/2022
     SCHV17$1 06/30/2022
First Command Advisory Services Inc.10$1 06/30/2022
     SCHV10$1 06/30/2022
Wolff Wiese Magana LLC10$1 06/30/2022
     SCHV10$1 06/30/2022
Bell Investment Advisors Inc9$1 06/30/2022
     SCHV9$1 06/30/2022
Coston McIsaac & Partners20$1 06/30/2022
     SCHV20$1 06/30/2022
SOA Wealth Advisors LLC.1$0 09/30/2022
     SCHV1$0 09/30/2022
First Manhattan Co.16$0 06/30/2022
     SCHV16$0 06/30/2022
Cutler Group LP $0 06/30/2022
     Call600$0 06/30/2022
Granite Investment Partners LLC4$0 06/30/2022
     SCHV4$0 06/30/2022
McIlrath & Eck LLC1$0 06/30/2022
     SCHV1$0 06/30/2022
Iron Horse Wealth Management LLC8$0 06/30/2022
     SCHV8$0 06/30/2022
Clearview Wealth Advisors LLC4$0 06/30/2022
     SCHV4$0 06/30/2022
Ronald Blue Trust Inc.6$0 06/30/2022
     SCHV6$0 06/30/2022
Integrity Financial Corp WA6$0 06/30/2022
     SCHV6$0 06/30/2022

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

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