HoldingsChannel.com
Funds Holding SCHV
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.22,251,215$1,337,744 12/31/2019
     SCHV22,251,215$1,337,744 12/31/2019
Sunbelt Securities Inc.46,851$704,176 12/31/2019
     SCHV46,851$704,176 12/31/2019
Honkamp Krueger Financial Services Inc.6,661,403$400,484 12/31/2019
     SCHV6,661,403$400,484 12/31/2019
Wealth Enhancement Advisory Services LLC4,197,410$252,352 12/31/2019
     SCHV4,197,410$252,352 12/31/2019
Bank of America Corp DE3,947,715$237,336 12/31/2019
     SCHV3,947,715$237,336 12/31/2019
Mather Group LLC.2,536,950$152,521 12/31/2019
     SCHV2,536,950$152,521 12/31/2019
Ladenburg Thalmann Financial Services Inc.1,899,160$114,285 12/31/2019
     SCHV1,899,160$114,285 12/31/2019
Betterment LLC1,857,688$111,684 12/31/2019
     SCHV1,857,688$111,684 12/31/2019
Sei Investments Co.1,421,642$85,478 12/31/2019
     SCHV1,421,642$85,478 12/31/2019
United Capital Financial Advisers LLC1,345,286$80,879 12/31/2019
     SCHV1,345,286$80,879 12/31/2019
Mariner LLC1,094,725$65,815 12/31/2019
     SCHV1,094,725$65,815 12/31/2019
Krilogy Financial LLC900,514$54,139 12/31/2019
     SCHV900,514$54,139 12/31/2019
Financial Counselors Inc.641,023$38,538 12/31/2019
     SCHV641,023$38,538 12/31/2019
LPL Financial LLC630,370$37,898 12/31/2019
     SCHV630,370$37,898 12/31/2019
Resources Investment Advisors LLC.624,948$37,572 12/31/2019
     SCHV624,948$37,572 12/31/2019
Envestnet Asset Management Inc.518,375$31,165 12/31/2019
     SCHV518,375$31,165 12/31/2019
MUFG Americas Holdings Corp469,806$28,245 12/31/2019
     SCHV469,806$28,245 12/31/2019
Thrivent Financial for Lutherans465,561$27,990 12/31/2019
     SCHV465,561$27,990 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC463,378$27,858 12/31/2019
     SCHV463,378$27,858 12/31/2019
Captrust Financial Advisors456,005$27,561 12/31/2019
     SCHV456,005$27,561 12/31/2019
Gemmer Asset Management LLC414,202$24,902 12/31/2019
     SCHV414,202$24,902 12/31/2019
Red Cedar Investment Management LLC408,542$24,562 12/31/2019
     SCHV408,542$24,562 12/31/2019
Ameriprise Financial Inc.394,062$23,688 12/31/2019
     SCHV394,062$23,688 12/31/2019
Gratus Capital LLC388,968$23,385 12/31/2019
     SCHV388,968$23,385 12/31/2019
Foster Victor Wealth Advisors LLC363,331$21,771 12/31/2019
     SCHV363,331$21,771 12/31/2019
Wells Fargo & Company MN358,431$21,548 12/31/2019
     SCHV358,431$21,548 12/31/2019
Mercer Global Advisors Inc. ADV353,233$21,236 12/31/2019
     SCHV353,233$21,236 12/31/2019
UBS Group AG338,033$20,323 12/31/2019
     SCHV338,033$20,323 12/31/2019
BlackRock Inc.334,951$20,137 12/31/2019
     SCHV334,951$20,137 12/31/2019
Horizon Investments LLC326,517$19,630 12/31/2019
     SCHV326,517$19,630 12/31/2019
Ballast Advisors LLC321,590$19,334 12/31/2019
     SCHV321,590$19,334 12/31/2019
Mokosak Advisory Group LLC292,116$17,547 12/31/2019
     SCHV292,116$17,547 12/31/2019
Kelman Lazarov Inc.291,015$17,496 12/31/2019
     SCHV291,015$17,496 12/31/2019
Piershale Financial Group Inc.288,045$17,317 12/31/2019
     SCHV288,045$17,317 12/31/2019
Glassman Wealth Services275,671$16,573 12/31/2019
     SCHV275,671$16,573 12/31/2019
Cambridge Investment Research Advisors Inc.270,807$16,281 12/31/2019
     SCHV270,807$16,281 12/31/2019
PagnatoKarp Partners LLC269,425$16,198 12/31/2019
     SCHV269,425$16,198 12/31/2019
JJJ Advisors Inc.251,744$15,135 12/31/2019
     SCHV251,744$15,135 12/31/2019
Summit Asset Management LLC245,822$14,779 12/31/2019
     SCHV245,822$14,779 12/31/2019
Marshall Financial Group Inc. ADV244,427$14,695 12/31/2019
     SCHV244,427$14,695 12/31/2019
Nadler Financial Group Inc.239,036$14,371 12/31/2019
     SCHV239,036$14,371 12/31/2019
Summit Wealth & Retirement Planning Inc.233,659$14,048 12/31/2019
     SCHV233,659$14,048 12/31/2019
Youngs Advisory Group Inc.229,743$13,812 12/31/2019
     SCHV229,743$13,812 12/31/2019
HBK Sorce Advisory LLC222,124$13,354 12/31/2019
     SCHV222,124$13,354 12/31/2019
GHP Investment Advisors Inc.222,095$13,352 12/31/2019
     SCHV222,095$13,352 12/31/2019
Colton Groome Financial Advisors LLC212,620$12,783 12/31/2019
     SCHV212,620$12,783 12/31/2019
Rainey & Randall Investment Management Inc.211,449$12,712 12/31/2019
     SCHV211,449$12,712 12/31/2019
Valentine Ventures LLC222,997$12,651 09/30/2019
     SCHV222,997$12,651 09/30/2019
Gladstone Institutional Advisory LLC206,915$12,440 12/31/2019
     SCHV206,915$12,440 12/31/2019
Sage Financial Group Inc.203,875$12,257 12/31/2019
     SCHV203,875$12,257 12/31/2019
Cetera Advisor Networks LLC202,337$12,160 12/31/2019
     SCHV202,337$12,160 12/31/2019
Almanack Investment Partners LLC.190,912$11,478 12/31/2019
     SCHV190,912$11,478 12/31/2019
Harborview Advisors LLC190,808$11,471 12/31/2019
     SCHV190,808$11,471 12/31/2019
Vista Private Wealth Partners. LLC188,217$11,376 12/31/2019
     SCHV188,217$11,376 12/31/2019
Argent Wealth Management LLC184,780$11,109 12/31/2019
     SCHV184,780$11,109 12/31/2019
Morgan Stanley181,604$10,918 12/31/2019
     SCHV181,604$10,918 12/31/2019
Appleton Group LLC181,058$10,885 12/31/2019
     SCHV181,058$10,885 12/31/2019
Financial Advisory Service Inc.178,430$10,727 12/31/2019
     SCHV178,430$10,727 12/31/2019
Prime Capital Investment Advisors LLC175,466$10,549 12/31/2019
     SCHV175,466$10,549 12/31/2019
Total Wealth Planning LLC165,250$9,935 12/31/2019
     SCHV165,250$9,935 12/31/2019
Altfest L J & Co. Inc.160,112$9,626 12/31/2019
     SCHV160,112$9,626 12/31/2019
Stratos Wealth Advisors LLC155,001$9,319 12/31/2019
     SCHV155,001$9,319 12/31/2019
Advisory Alpha LLC152,843$9,223 12/31/2019
     SCHV152,843$9,223 12/31/2019
HighTower Advisors LLC153,387$9,220 12/31/2019
     SCHV153,387$9,220 12/31/2019
XML Financial LLC150,802$9,066 12/31/2019
     SCHV150,802$9,066 12/31/2019
One Capital Management LLC150,224$9,031 12/31/2019
     SCHV150,224$9,031 12/31/2019
Commonwealth Equity Services LLC149,753$9,003 12/31/2019
     SCHV149,753$9,003 12/31/2019
Opes Wealth Management LLC149,461$8,986 12/31/2019
     SCHV149,461$8,986 12/31/2019
Eagle Capital Management LLC148,230$8,912 12/31/2019
     SCHV148,230$8,912 12/31/2019
Newman Dignan & Sheerar Inc.145,442$8,744 12/31/2019
     SCHV145,442$8,744 12/31/2019
ProVise Management Group LLC138,778$8,343 12/31/2019
     SCHV138,778$8,343 12/31/2019
Moisand Fitzgerald Tamayo LLC133,673$8,036 12/31/2019
     SCHV133,673$8,036 12/31/2019
Merriman Wealth Management LLC130,839$7,866 12/31/2019
     SCHV130,839$7,866 12/31/2019
PrairieView Partners LLC125,756$7,560 12/31/2019
     SCHV125,756$7,560 12/31/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC125,152$7,524 12/31/2019
     SCHV125,152$7,524 12/31/2019
Sequoia Financial Advisors LLC124,120$7,462 12/31/2019
     SCHV124,120$7,462 12/31/2019
JBJ Investment Partners LLC117,662$7,074 12/31/2019
     SCHV117,662$7,074 12/31/2019
Colony Group LLC116,955$7,031 12/31/2019
     SCHV116,955$7,031 12/31/2019
First Allied Advisory Services Inc.115,653$6,951 12/31/2019
     SCHV115,653$6,951 12/31/2019
EP Wealth Advisors LLC111,962$6,731 12/31/2019
     SCHV111,962$6,731 12/31/2019
Greenwood Gearhart Inc.111,268$6,689 12/31/2019
     SCHV111,268$6,689 12/31/2019
RKL Wealth Management LLC110,111$6,620 12/31/2019
     SCHV110,111$6,620 12/31/2019
Strategic Wealth Advisors Group LLC107,589$6,493 12/31/2019
     SCHV107,589$6,493 12/31/2019
MML Investors Services LLC103,715$6,235 12/31/2019
     SCHV103,715$6,235 12/31/2019
Guidant Wealth Advisors106,093$6,019 09/30/2019
     SCHV106,093$6,019 09/30/2019
Columbus Macro LLC98,113$5,899 12/31/2019
     SCHV98,113$5,899 12/31/2019
Royal Bank of Canada97,894$5,886 12/31/2019
     SCHV97,894$5,886 12/31/2019
Savant Capital LLC96,991$5,831 12/31/2019
     SCHV96,991$5,831 12/31/2019
BerganKDV Wealth Management LLC93,690$5,633 12/31/2019
     SCHV93,690$5,633 12/31/2019
Financial Advisors Network Inc.92,736$5,575 12/31/2019
     SCHV92,736$5,575 12/31/2019
Garde Capital Inc.92,599$5,567 12/31/2019
     SCHV92,599$5,567 12/31/2019
Pacific Edge Advisors LLC92,400$5,555 12/31/2019
     SCHV92,400$5,555 12/31/2019
Level Four Advisory Services LLC87,634$5,418 12/31/2019
     SCHV87,634$5,418 12/31/2019
Pinkerton Retirement Specialists LLC88,415$5,316 12/31/2019
     SCHV88,415$5,316 12/31/2019
Mutual Advisors LLC87,729$5,274 12/31/2019
     SCHV87,729$5,274 12/31/2019
Moneta Group Investment Advisors LLC87,492$5,260 12/31/2019
     SCHV87,492$5,260 12/31/2019
Riversedge Advisors LLC82,842$4,980 12/31/2019
     SCHV82,842$4,980 12/31/2019
Advisor Group Inc.82,815$4,979 12/31/2019
     SCHV82,815$4,979 12/31/2019
Clark Capital Management Group Inc.82,243$4,944 12/31/2019
     SCHV82,243$4,944 12/31/2019
EWG Elevate Inc.81,804$4,918 12/31/2019
     SCHV81,804$4,918 12/31/2019
Cetera Investment Advisers81,635$4,906 12/31/2019
     SCHV81,635$4,906 12/31/2019
BlueSky Wealth Advisors LLC78,958$4,757 12/31/2019
     SCHV78,958$4,757 12/31/2019
Condor Capital Management72,948$4,386 12/31/2019
     SCHV72,948$4,386 12/31/2019
Allen Capital Group LLC72,744$4,373 12/31/2019
     SCHV72,744$4,373 12/31/2019
IFP Advisors Inc71,798$4,317 12/31/2019
     SCHV71,798$4,317 12/31/2019
Reilly Financial Advisors LLC71,251$4,284 12/31/2019
     SCHV71,251$4,284 12/31/2019
Berkshire Asset Management LLC PA71,107$4,275 12/31/2019
     SCHV71,107$4,275 12/31/2019
Starfire Investment Advisers Inc.70,364$4,230 12/31/2019
     SCHV70,364$4,230 12/31/2019
SeaCrest Wealth Management LLC68,484$4,117 12/31/2019
     SCHV68,484$4,117 12/31/2019
Edge Capital Group LLC66,500$3,998 12/31/2019
     SCHV66,500$3,998 12/31/2019
Private Vista LLC66,402$3,994 12/31/2019
     SCHV66,402$3,994 12/31/2019
Ifrah Financial Services Inc.64,754$3,893 12/31/2019
     SCHV64,754$3,893 12/31/2019
CLS Investments LLC60,366$3,629 12/31/2019
     SCHV60,366$3,629 12/31/2019
North Star Asset Management Inc.60,190$3,619 12/31/2019
     SCHV60,190$3,619 12/31/2019
Courage Miller Partners LLC58,982$3,546 12/31/2019
     SCHV58,982$3,546 12/31/2019
Laurel Wealth Advisors Inc.58,670$3,527 12/31/2019
     SCHV58,670$3,527 12/31/2019
AdvicePeriod LLC58,559$3,522 12/31/2019
     SCHV58,559$3,522 12/31/2019
Lcnb Corp58,233$3,501 12/31/2019
     SCHV58,233$3,501 12/31/2019
Johnson Financial Group LLC55,767$3,353 12/31/2019
     SCHV55,767$3,353 12/31/2019
Personal Resources Investment & Strategic Management Inc.55,229$3,320 12/31/2019
     SCHV55,229$3,320 12/31/2019
Laidlaw Wealth Management LLC53,638$3,225 12/31/2019
     SCHV53,638$3,225 12/31/2019
Blue Bell Private Wealth Management LLC53,438$3,213 12/31/2019
     SCHV53,438$3,213 12/31/2019
Kingsview Wealth Management LLC51,905$3,121 12/31/2019
     SCHV51,905$3,121 12/31/2019
Wealthsource Partners LLC51,860$3,118 12/31/2019
     SCHV51,860$3,118 12/31/2019
Game Plan Financial Advisors LLC51,552$3,099 12/31/2019
     SCHV51,552$3,099 12/31/2019
Cahill Financial Advisors Inc.49,951$3,004 12/31/2019
     SCHV49,951$3,004 12/31/2019
Managed Account Services Inc.48,684$2,933 12/31/2019
     SCHV48,684$2,933 12/31/2019
Domani Wealth LLC47,976$2,884 12/31/2019
     SCHV47,976$2,884 12/31/2019
HC Advisors LLC47,971$2,884 12/31/2019
     SCHV47,971$2,884 12/31/2019
Stearns Financial Services Group47,937$2,882 12/31/2019
     SCHV47,937$2,882 12/31/2019
Blackhawk Capital Partners LLC.48,923$2,775 12/31/2019
     SCHV48,923$2,775 12/31/2019
Financial Architects Inc45,632$2,743 12/31/2019
     SCHV45,632$2,743 12/31/2019
Private Capital Management LLC48,198$2,734 12/31/2019
     SCHV48,198$2,734 12/31/2019
Parametric Portfolio Associates LLC44,730$2,689 12/31/2019
     SCHV44,730$2,689 12/31/2019
Susquehanna International Group LLP $2,688 12/31/2019
     SCHV32,925$1,979 12/31/2019
     Call11,800$709 12/31/2019
IMA Wealth Inc.44,451$2,672 12/31/2019
     SCHV44,451$2,672 12/31/2019
Stonebridge Capital Advisors LLC42,853$2,576 12/31/2019
     SCHV42,853$2,576 12/31/2019
SJA Financial Advisory LLC42,369$2,547 12/31/2019
     SCHV42,369$2,547 12/31/2019
Bank of New York Mellon Corp42,247$2,540 12/31/2019
     SCHV42,247$2,540 12/31/2019
Cary Street Partner Investment Advisory LLC42,082$2,530 12/31/2019
     SCHV42,082$2,530 12/31/2019
Financial Advocates Investment Management41,359$2,487 12/31/2019
     SCHV41,359$2,487 12/31/2019
Atlas Capital Advisors LLC40,847$2,456 12/31/2019
     SCHV40,847$2,456 12/31/2019
Sculati Wealth Management LLC40,701$2,447 12/31/2019
     SCHV40,701$2,447 12/31/2019
Bernardo Wealth Planning LLC40,344$2,425 12/31/2019
     SCHV40,344$2,425 12/31/2019
Dynamic Advisor Solutions LLC39,938$2,401 12/31/2019
     SCHV39,938$2,401 12/31/2019
GW Henssler & Associates Ltd.38,741$2,329 12/31/2019
     SCHV38,741$2,329 12/31/2019
DDD Partners LLC38,110$2,291 12/31/2019
     SCHV38,110$2,291 12/31/2019
Independent Advisor Alliance37,969$2,283 12/31/2019
     SCHV37,969$2,283 12/31/2019
Jane Street Group LLC37,187$2,236 12/31/2019
     SCHV37,187$2,236 12/31/2019
Koshinski Asset Management Inc.36,061$2,163 12/31/2019
     SCHV36,061$2,163 12/31/2019
Fagan Associates Inc.35,814$2,153 12/31/2019
     SCHV35,814$2,153 12/31/2019
Veritable L.P.35,550$2,137 12/31/2019
     SCHV35,550$2,137 12/31/2019
Lakeview Capital Partners LLC35,415$2,129 12/31/2019
     SCHV35,415$2,129 12/31/2019
Bartlett & Co. LLC36,904$2,094 09/30/2019
     SCHV36,904$2,094 09/30/2019
Focused Wealth Management Inc34,454$2,071 12/31/2019
     SCHV34,454$2,071 12/31/2019
Baker Avenue Asset Management LP34,200$2,056 12/31/2019
     SCHV34,200$2,056 12/31/2019
Apriem Advisors34,145$2,053 12/31/2019
     SCHV34,145$2,053 12/31/2019
Kalos Management Inc.33,116$2,017 12/31/2019
     SCHV33,116$2,017 12/31/2019
Prestige Wealth Management Group LLC33,312$2,003 12/31/2019
     SCHV33,312$2,003 12/31/2019
Creative Planning31,368$1,886 12/31/2019
     SCHV31,368$1,886 12/31/2019
Black Diamond Financial LLC31,022$1,865 12/31/2019
     SCHV31,022$1,865 12/31/2019
Wintrust Investments LLC30,595$1,839 12/31/2019
     SCHV30,595$1,839 12/31/2019
Cypress Capital Management LLC29,500$1,774 12/31/2019
     SCHV29,500$1,774 12/31/2019
Taylor Cottrill Erickson & Associates Inc.29,451$1,771 12/31/2019
     SCHV29,451$1,771 12/31/2019
Relaxing Retirement Coach29,384$1,770 12/31/2019
     SCHV29,384$1,770 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC28,836$1,734 12/31/2019
     SCHV28,836$1,734 12/31/2019
Premia Global Advisors LLC29,215$1,657 09/30/2019
     SCHV29,215$1,657 09/30/2019
AE Wealth Management LLC27,032$1,625 12/31/2019
     SCHV27,032$1,625 12/31/2019
Perigon Wealth Management LLC26,268$1,576 12/31/2019
     SCHV26,268$1,576 12/31/2019
Duncker Streett & Co. Inc.25,882$1,556 12/31/2019
     SCHV25,882$1,556 12/31/2019
AJ Wealth Strategies LLC25,758$1,549 12/31/2019
     SCHV25,758$1,549 12/31/2019
Providence Wealth Advisors LLC25,561$1,533 12/31/2019
     SCHV25,561$1,533 12/31/2019
AdvisorNet Financial Inc25,148$1,512 12/31/2019
     SCHV25,148$1,512 12/31/2019
Arbor Trust Wealth Advisors LLC24,990$1,502 12/31/2019
     SCHV24,990$1,502 12/31/2019
Ausdal Financial Partners Inc.24,980$1,487 12/31/2019
     SCHV24,980$1,487 12/31/2019
Concorde Asset Management LLC24,653$1,483 12/31/2019
     SCHV24,653$1,483 12/31/2019
Asset Dedication LLC23,784$1,428 12/31/2019
     SCHV23,784$1,428 12/31/2019
Well Done LLC23,657$1,422 12/31/2019
     SCHV23,657$1,422 12/31/2019
Raymond James Financial Services Advisors Inc.23,559$1,416 12/31/2019
     SCHV23,559$1,416 12/31/2019
Private Advisor Group LLC23,474$1,411 12/31/2019
     SCHV23,474$1,411 12/31/2019
Frontier Wealth Management LLC23,226$1,396 12/31/2019
     SCHV23,226$1,396 12/31/2019
Total Investment Management Inc.23,161$1,392 12/31/2019
     SCHV23,161$1,392 12/31/2019
Golden State Wealth Management LLC23,161$1,392 12/31/2019
     SCHV23,161$1,392 12/31/2019
Financial Advisory Group22,689$1,364 12/31/2019
     SCHV22,689$1,364 12/31/2019
Buckingham Asset Management LLC22,299$1,341 12/31/2019
     SCHV22,299$1,341 12/31/2019
Northwest Capital Management Inc21,684$1,304 12/31/2019
     SCHV21,684$1,304 12/31/2019
Sigma Planning Corp21,628$1,300 12/31/2019
     SCHV21,628$1,300 12/31/2019
Murphy Middleton Hinkle & Parker Inc.21,475$1,291 12/31/2019
     SCHV21,475$1,291 12/31/2019
Carlson Capital Management21,291$1,280 12/31/2019
     SCHV21,291$1,280 12/31/2019
Blue Chip Wealth Management Inc.21,161$1,272 12/31/2019
     SCHV21,161$1,272 12/31/2019
GenWealth Group Inc.21,094$1,268 12/31/2019
     SCHV21,094$1,268 12/31/2019
Marquette Asset Management LLC21,080$1,267 12/31/2019
     SCHV21,080$1,267 12/31/2019
American Investment Services Inc.20,890$1,256 12/31/2019
     SCHV20,890$1,256 12/31/2019
Alpha Cubed Investments LLC20,694$1,244 12/31/2019
     SCHV20,694$1,244 12/31/2019
Alpha Omega Wealth Management LLC20,098$1,208 12/31/2019
     SCHV20,098$1,208 12/31/2019
Capital Investment Advisory Services LLC19,560$1,176 12/31/2019
     SCHV19,560$1,176 12/31/2019
Truist Financial Corp19,330$1,162 12/31/2019
     SCHV19,330$1,162 12/31/2019
Parkside Investments LLC19,285$1,159 12/31/2019
     SCHV19,285$1,159 12/31/2019
Brio Consultants LLC19,184$1,153 12/31/2019
     SCHV19,184$1,153 12/31/2019
StrategIQ Financial Group LLC19,123$1,150 12/31/2019
     SCHV19,123$1,150 12/31/2019
Renaissance Technologies LLC19,100$1,148 12/31/2019
     SCHV19,100$1,148 12/31/2019
Marotta Asset Management19,469$1,147 12/31/2019
     SCHV19,469$1,147 12/31/2019
Bank of Montreal Can18,990$1,142 12/31/2019
     SCHV18,990$1,142 12/31/2019
Cornerstone Wealth Management LLC18,809$1,131 12/31/2019
     SCHV18,809$1,131 12/31/2019
Aspiriant LLC18,764$1,129 12/31/2019
     SCHV18,764$1,129 12/31/2019
Johnson Financial Group Inc.18,758$1,128 12/31/2019
     SCHV18,758$1,128 12/31/2019
Jentner Corp18,305$1,100 12/31/2019
     SCHV18,305$1,100 12/31/2019
Santori & Peters Inc.18,287$1,099 12/31/2019
     SCHV18,287$1,099 12/31/2019
Aurora Private Wealth Inc.18,006$1,082 12/31/2019
     SCHV18,006$1,082 12/31/2019
McMahon Financial Advisors LLC17,958$1,081 12/31/2019
     SCHV17,958$1,081 12/31/2019
Pacific Capital Wealth Advisors Inc.17,974$1,081 12/31/2019
     SCHV17,974$1,081 12/31/2019
Patton Albertson Miller Group LLC17,953$1,079 12/31/2019
     SCHV17,953$1,079 12/31/2019
Vanguard Capital Wealth Advisors17,867$1,074 12/31/2019
     SCHV17,867$1,074 12/31/2019
Princeton Global Asset Management LLC17,810$1,071 12/31/2019
     SCHV17,810$1,071 12/31/2019
Mengis Capital Management Inc.17,766$1,068 12/31/2019
     SCHV17,766$1,068 12/31/2019
Juncture Wealth Strategies LLC16,980$1,021 12/31/2019
     SCHV16,980$1,021 12/31/2019
BCS Wealth Management16,670$1,002 12/31/2019
     SCHV16,670$1,002 12/31/2019
BB&T Securities LLC17,223$978 09/30/2019
     SCHV17,223$978 09/30/2019
Mayfair Advisory Group LLC16,208$974 12/31/2019
     SCHV16,208$974 12/31/2019
Northwestern Mutual Wealth Management Co.15,643$940 12/31/2019
     SCHV15,643$940 12/31/2019
Chesapeake Wealth Management15,520$933 12/31/2019
     SCHV15,520$933 12/31/2019
Tower Research Capital LLC TRC 15,352$923 12/31/2019
     SCHV15,352$923 12/31/2019
361 Capital LLC15,197$914 12/31/2019
     SCHV15,197$914 12/31/2019
FMR LLC15,195$913 12/31/2019
     SCHV15,195$913 12/31/2019
Visionary Wealth Advisors15,120$909 12/31/2019
     SCHV15,120$909 12/31/2019
Clearwater Capital Advisors LLC15,016$903 12/31/2019
     SCHV15,016$903 12/31/2019
Gradient Capital Advisors LLC14,882$895 12/31/2019
     SCHV14,882$895 12/31/2019
Pure Financial Advisors Inc.14,761$887 12/31/2019
     SCHV14,761$887 12/31/2019
Lantz Financial LLC14,629$879 12/31/2019
     SCHV14,629$879 12/31/2019
US Bancorp DE14,551$874 12/31/2019
     SCHV14,551$874 12/31/2019
Texas Yale Capital Corp.14,395$865 12/31/2019
     SCHV14,395$865 12/31/2019
Boys Arnold & Co. Inc.14,275$858 12/31/2019
     SCHV14,275$858 12/31/2019
Whitener Capital Management Inc.13,688$822 12/31/2019
     SCHV13,688$822 12/31/2019
WT Wealth Management13,603$817 12/31/2019
     SCHV13,603$817 12/31/2019
Valeo Financial Advisors LLC13,560$815 12/31/2019
     SCHV13,560$815 12/31/2019
LeJeune Puetz Investment Counsel LLC13,115$788 12/31/2019
     SCHV13,115$788 12/31/2019
Advisory Services Network LLC13,046$784 12/31/2019
     SCHV13,046$784 12/31/2019
First Republic Investment Management Inc.13,017$783 12/31/2019
     SCHV13,017$783 12/31/2019
SlateStone Wealth LLC12,942$778 12/31/2019
     SCHV12,942$778 12/31/2019
Nwam LLC12,853$773 12/31/2019
     SCHV12,853$773 12/31/2019
Acorn Financial Advisory Services Inc. ADV12,806$772 12/31/2019
     SCHV12,806$772 12/31/2019
Strategic Wealth Partners Group LLC12,667$762 12/31/2019
     SCHV12,667$762 12/31/2019
Belpointe Asset Management LLC12,673$762 12/31/2019
     SCHV12,673$762 12/31/2019
Alesco Advisors LLC12,491$751 12/31/2019
     SCHV12,491$751 12/31/2019
Curtis Advisory Group LLC12,469$750 12/31/2019
     SCHV12,469$750 12/31/2019
BOK Financial Private Wealth Inc.12,378$744 12/31/2019
     SCHV12,378$744 12/31/2019
Baldrige Asset Management LLC12,343$742 12/31/2019
     SCHV12,343$742 12/31/2019
Capital Wealth Planning LLC12,959$739 09/30/2019
     SCHV12,959$739 09/30/2019
Foothills Asset Management Ltd.12,280$738 12/31/2019
     SCHV12,280$738 12/31/2019
Westbourne Investment Advisors Inc.11,965$719 12/31/2019
     SCHV11,965$719 12/31/2019
Tortoise Investment Management LLC11,670$702 12/31/2019
     SCHV11,670$702 12/31/2019
NEXT Financial Group Inc11,677$702 12/31/2019
     SCHV11,677$702 12/31/2019
Beacon Pointe Advisors LLC11,583$698 12/31/2019
     SCHV11,583$698 12/31/2019
CIBC Private Wealth Group LLC11,453$689 12/31/2019
     SCHV11,453$689 12/31/2019
Integrated Investment Consultants LLC11,447$688 12/31/2019
     SCHV11,447$688 12/31/2019
Newport Wealth Strategies Inc.11,437$684 12/31/2019
     SCHV11,437$684 12/31/2019
Financial Advisors LLC10,815$650 12/31/2019
     SCHV10,815$650 12/31/2019
Van Hulzen Asset Management LLC10,741$646 12/31/2019
     SCHV10,741$646 12/31/2019
Brand Asset Management Group Inc.10,610$638 12/31/2019
     SCHV10,610$638 12/31/2019
MinichMacGregor Wealth Management LLC10,588$636 12/31/2019
     SCHV10,588$636 12/31/2019
Market Street Wealth Management Advisors LLC10,566$635 12/31/2019
     SCHV10,566$635 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,173$612 12/31/2019
     SCHV10,173$612 12/31/2019
Sowell Financial Services LLC9,957$599 12/31/2019
     SCHV9,957$599 12/31/2019
Stratos Wealth Partners LTD.9,954$598 12/31/2019
     SCHV9,954$598 12/31/2019
Meritage Portfolio Management9,841$592 12/31/2019
     SCHV9,841$592 12/31/2019
Schneider Downs Wealth Management Advisors LP9,508$572 12/31/2019
     SCHV9,508$572 12/31/2019
Regal Investment Advisors LLC9,501$571 12/31/2019
     SCHV9,501$571 12/31/2019
Bfsg LLC9,466$569 12/31/2019
     SCHV9,466$569 12/31/2019
Parallel Advisors LLC8,992$541 12/31/2019
     SCHV8,992$541 12/31/2019
Bigelow Investment Advisors LLC8,591$516 12/31/2019
     SCHV8,591$516 12/31/2019
HHM Wealth Advisors LLC8,453$508 12/31/2019
     SCHV8,453$508 12/31/2019
Boyer & Corporon Wealth Management LLC8,397$505 12/31/2019
     SCHV8,397$505 12/31/2019
CWM LLC8,380$504 12/31/2019
     SCHV8,380$504 12/31/2019
ACG Wealth8,361$503 12/31/2019
     SCHV8,361$503 12/31/2019
Towercrest Capital Management8,284$499 12/31/2019
     SCHV8,284$499 12/31/2019
Alliance Wealth Management Group8,284$498 12/31/2019
     SCHV8,284$498 12/31/2019
J.W. Cole Advisors Inc.7,906$475 12/31/2019
     SCHV7,906$475 12/31/2019
Global Retirement Partners LLC7,783$468 12/31/2019
     SCHV7,783$468 12/31/2019
Jacobsen Capital Management7,775$467 12/31/2019
     SCHV7,775$467 12/31/2019
People s United Financial Inc.7,660$461 12/31/2019
     SCHV7,660$461 12/31/2019
Signet Financial Management LLC7,616$458 12/31/2019
     SCHV7,616$458 12/31/2019
Zacks Investment Management7,578$456 12/31/2019
     SCHV7,578$456 12/31/2019
BCJ Capital Management LLC7,410$445 12/31/2019
     SCHV7,410$445 12/31/2019
Intl Fcstone Inc.7,385$444 12/31/2019
     SCHV7,385$444 12/31/2019
FormulaFolio Investments LLC7,334$441 12/31/2019
     SCHV7,334$441 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC7,290$438 12/31/2019
     SCHV7,290$438 12/31/2019
Leavell Investment Management Inc.7,258$436 12/31/2019
     SCHV7,258$436 12/31/2019
Aprio Wealth Management LLC7,234$435 12/31/2019
     SCHV7,234$435 12/31/2019
Waldron Private Wealth LLC7,185$431 12/31/2019
     SCHV7,185$431 12/31/2019
LifeSteps Financial Inc.7,111$427 12/31/2019
     SCHV7,111$427 12/31/2019
Hoover Financial Advisors Inc.7,029$423 12/31/2019
     SCHV7,029$423 12/31/2019
Joseph P. Lucia & Associates LLC7,026$422 12/31/2019
     SCHV7,026$422 12/31/2019
Csenge Advisory Group6,900$415 12/31/2019
     SCHV6,900$415 12/31/2019
Indie Asset Partners LLC6,881$414 12/31/2019
     SCHV6,881$414 12/31/2019
Tatro Capital LLC6,708$403 12/31/2019
     SCHV6,708$403 12/31/2019
SkyOak Wealt LLC6,625$398 12/31/2019
     SCHV6,625$398 12/31/2019
Vista Capital Partners Inc.6,561$394 12/31/2019
     SCHV6,561$394 12/31/2019
Radnor Capital Management LLC6,520$392 12/31/2019
     SCHV6,520$392 12/31/2019
Simon Quick Advisors LLC6,443$387 12/31/2019
     SCHV6,443$387 12/31/2019
ELM Advisors LLC6,410$385 12/31/2019
     SCHV6,410$385 12/31/2019
Peapack Gladstone Financial Corp6,374$383 12/31/2019
     SCHV6,374$383 12/31/2019
Portfolio Solutions LLC6,378$383 12/31/2019
     SCHV6,378$383 12/31/2019
Financial Advisory Corp UT ADV6,358$382 12/31/2019
     SCHV6,358$382 12/31/2019
Dorsey & Whitney Trust CO LLC6,360$382 12/31/2019
     SCHV6,360$382 12/31/2019
Nations Financial Group Inc. IA ADV6,329$380 12/31/2019
     SCHV6,329$380 12/31/2019
Trustcore Financial Services LLC6,301$379 12/31/2019
     SCHV6,301$379 12/31/2019
ZWJ Investment Counsel Inc.6,265$377 12/31/2019
     SCHV6,265$377 12/31/2019
Shine Investment Advisory Services Inc.6,250$376 12/31/2019
     SCHV6,250$376 12/31/2019
Beacon Pointe Wealth Advisors LLC6,265$375 12/31/2019
     SCHV6,265$375 12/31/2019
First Foundation Advisors6,193$372 12/31/2019
     SCHV6,193$372 12/31/2019
Sheaff Brock Investment Advisors LLC6,100$367 12/31/2019
     SCHV6,100$367 12/31/2019
Fifth Third Bancorp6,090$366 12/31/2019
     SCHV6,090$366 12/31/2019
Stony Point Wealth Management Inc.5,869$353 12/31/2019
     SCHV5,869$353 12/31/2019
IHT Wealth Management LLC5,859$352 12/31/2019
     SCHV5,859$352 12/31/2019
MidWestOne Financial Group Inc.5,842$351 12/31/2019
     SCHV5,842$351 12/31/2019
Bridges Investment Management Inc.5,825$350 12/31/2019
     SCHV5,825$350 12/31/2019
White Pine Investment CO5,698$343 12/31/2019
     SCHV5,698$343 12/31/2019
Wealthspire Advisors L.P.5,603$337 12/31/2019
     SCHV5,603$337 12/31/2019
UMA Financial Services Inc.5,590$337 12/31/2019
     SCHV5,590$337 12/31/2019
SOL Capital Management CO5,522$332 12/31/2019
     SCHV5,522$332 12/31/2019
SNS Financial Group LLC5,498$331 12/31/2019
     SCHV5,498$331 12/31/2019
Carnegie Capital Asset Management LLC5,447$327 12/31/2019
     SCHV5,447$327 12/31/2019
FinTrust Capital Advisors LLC5,331$321 12/31/2019
     SCHV5,331$321 12/31/2019
Security National Bank of SO Dak5,299$319 12/31/2019
     SCHV5,299$319 12/31/2019
Intrust Bank NA5,203$313 12/31/2019
     SCHV5,203$313 12/31/2019
Larson Financial Group LLC5,213$313 12/31/2019
     SCHV5,213$313 12/31/2019
Abacus Planning Group Inc.5,198$312 12/31/2019
     SCHV5,198$312 12/31/2019
Foster & Motley Inc.5,169$311 12/31/2019
     SCHV5,169$311 12/31/2019
Jackson Hole Capital Partners LLC5,042$303 12/31/2019
     SCHV5,042$303 12/31/2019
Capital Directions Investment Advisors LLC5,017$302 12/31/2019
     SCHV5,017$302 12/31/2019
Raymond James & Associates4,944$297 12/31/2019
     SCHV4,944$297 12/31/2019
Oarsman Capital Inc.4,938$297 12/31/2019
     SCHV4,938$297 12/31/2019
Gofen & Glossberg LLC IL4,912$296 12/31/2019
     SCHV4,912$296 12/31/2019
Integrated Advisors Network LLC4,913$295 12/31/2019
     SCHV4,913$295 12/31/2019
Acorn Wealth Advisors LLC4,930$295 12/31/2019
     SCHV4,930$295 12/31/2019
Roundview Capital LLC4,897$294 12/31/2019
     SCHV4,897$294 12/31/2019
Clear Investment Research LLC4,888$294 12/31/2019
     SCHV4,888$294 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC4,849$292 12/31/2019
     SCHV4,849$292 12/31/2019
Platte River Wealth Advisors LLC4,920$289 12/31/2019
     SCHV4,920$289 12/31/2019
Equitable Holdings Inc.4,755$286 12/31/2019
     SCHV4,755$286 12/31/2019
Budros Ruhlin & Roe Inc.4,732$284 12/31/2019
     SCHV4,732$284 12/31/2019
Tiemann Investment Advisors LLC4,718$284 12/31/2019
     SCHV4,718$284 12/31/2019
Gillespie Robinson & Grimm Inc.4,700$283 12/31/2019
     SCHV4,700$283 12/31/2019
Wealthquest Corp4,700$282 12/31/2019
     SCHV4,700$282 12/31/2019
Asset Planning Services Ltd.4,667$282 12/31/2019
     SCHV4,667$282 12/31/2019
Thompson Investment Management Inc.4,624$278 12/31/2019
     SCHV4,624$278 12/31/2019
JFS Wealth Advisors LLC4,625$278 12/31/2019
     SCHV4,625$278 12/31/2019
Carret Asset Management LLC4,530$272 12/31/2019
     SCHV4,530$272 12/31/2019
AlphaCore Capital LLC4,419$266 12/31/2019
     SCHV4,419$266 12/31/2019
Venturi Wealth Management LLC4,400$265 12/31/2019
     SCHV4,400$265 12/31/2019
Cedar Brook Financial Partners LLC4,357$262 12/31/2019
     SCHV4,357$262 12/31/2019
Atria Investments LLC4,207$253 12/31/2019
     SCHV4,207$253 12/31/2019
KCM Investment Advisors LLC4,190$252 12/31/2019
     SCHV4,190$252 12/31/2019
Segment Wealth Management LLC4,134$249 12/31/2019
     SCHV4,134$249 12/31/2019
YorkBridge Wealth Partners LLC4,100$246 12/31/2019
     SCHV4,100$246 12/31/2019
Patriot Investment Management Inc.3,970$238 12/31/2019
     SCHV3,970$238 12/31/2019
Iron Financial LLC3,878$233 12/31/2019
     SCHV3,878$233 12/31/2019
Pathway Financial Advisors LLC3,820$232 12/31/2019
     SCHV3,820$232 12/31/2019
Sharkey Howes & Javer3,772$227 12/31/2019
     SCHV3,772$227 12/31/2019
Arbor Wealth Management LLC3,702$223 12/31/2019
     SCHV3,702$223 12/31/2019
Landaas & Co. WI ADV3,620$218 12/31/2019
     SCHV3,620$218 12/31/2019
PRW Wealth Management LLC3,616$217 12/31/2019
     SCHV3,616$217 12/31/2019
Mirador Capital Partners LP3,577$215 12/31/2019
     SCHV3,577$215 12/31/2019
Cambridge Advisors Inc.3,519$212 12/31/2019
     SCHV3,519$212 12/31/2019
Donaldson Capital Management LLC3,492$210 12/31/2019
     SCHV3,492$210 12/31/2019
RBA Wealth Management LLC3,495$210 12/31/2019
     SCHV3,495$210 12/31/2019
Lowe Brockenbrough & Co. Inc.3,470$209 12/31/2019
     SCHV3,470$209 12/31/2019
Cable Hill Partners LLC3,430$206 12/31/2019
     SCHV3,430$206 12/31/2019
Steel Peak Wealth Management LLC3,356$202 12/31/2019
     SCHV3,356$202 12/31/2019
Wealth Architects LLC3,336$201 12/31/2019
     SCHV3,336$201 12/31/2019
GWM Advisors LLC3,334$200 12/31/2019
     SCHV3,334$200 12/31/2019
TCI Wealth Advisors Inc.3,244$195 12/31/2019
     SCHV3,244$195 12/31/2019
Steward Partners Investment Advisory LLC3,064$184 12/31/2019
     SCHV3,064$184 12/31/2019
Moneywise Inc.3,102$176 12/31/2019
     SCHV3,102$176 12/31/2019
PNC Financial Services Group Inc.2,834$170 12/31/2019
     SCHV2,834$170 12/31/2019
Berman Capital Advisors LLC2,733$164 12/31/2019
     SCHV2,733$164 12/31/2019
Front Row Advisors LLC2,646$159 12/31/2019
     SCHV2,646$159 12/31/2019
Salem Investment Counselors Inc.2,605$157 12/31/2019
     SCHV2,605$157 12/31/2019
Proequities Inc.2,474$149 12/31/2019
     SCHV2,474$149 12/31/2019
Permanens Capital L.P.2,354$142 12/31/2019
     SCHV2,354$142 12/31/2019
Ellis Investment Partners LLC2,357$142 12/31/2019
     SCHV2,357$142 12/31/2019
Fortis Advisors LLC2,243$135 12/31/2019
     SCHV2,243$135 12/31/2019
Lenox Wealth Management Inc.2,182$131 12/31/2019
     SCHV2,182$131 12/31/2019
Parkside Financial Bank & Trust2,133$128 12/31/2019
     SCHV2,133$128 12/31/2019
Kohmann Bosshard Financial Services LLC2,089$126 12/31/2019
     SCHV2,089$126 12/31/2019
Rocky Mountain Advisers LLC2,043$123 12/31/2019
     SCHV2,043$123 12/31/2019
Tradewinds Capital Management LLC2,046$123 12/31/2019
     SCHV2,046$123 12/31/2019
Simplex Trading LLC $116 12/31/2019
     Call34$197 12/31/2019
     Put18$87 12/31/2019
     SCHV100$6 12/31/2019
Signaturefd LLC1,662$100 12/31/2019
     SCHV1,662$100 12/31/2019
Evensky & Katz LLC1,639$98 12/31/2019
     SCHV1,639$98 12/31/2019
Mycio Wealth Partners LLC1,630$98 12/31/2019
     SCHV1,630$98 12/31/2019
Lenox Wealth Advisors LLC1,519$91 12/31/2019
     SCHV1,519$91 12/31/2019
FTB Advisors Inc.1,508$90 12/31/2019
     SCHV1,508$90 12/31/2019
Hudock Capital Group LLC1,323$79 12/31/2019
     SCHV1,323$79 12/31/2019
Investors Research Corp1,305$78 12/31/2019
     SCHV1,305$78 12/31/2019
Laurel Wealth Advisors LLC1,145$69 12/31/2019
     SCHV1,145$69 12/31/2019
Versant Capital Management Inc1,117$67 12/31/2019
     SCHV1,117$67 12/31/2019
Blume Capital Management Inc.1,100$66 12/31/2019
     SCHV1,100$66 12/31/2019
Chevy Chase Trust Holdings Inc.1,068$65 12/31/2019
     SCHV1,068$65 12/31/2019
Truewealth LLC1,077$65 12/31/2019
     SCHV1,077$65 12/31/2019
Enterprise Financial Services Corp1,000$60 12/31/2019
     SCHV1,000$60 12/31/2019
JPMorgan Chase & Co.918$55 12/31/2019
     SCHV918$55 12/31/2019
Edge Wealth Management LLC877$53 12/31/2019
     SCHV877$53 12/31/2019
Plante Moran Financial Advisors LLC870$52 12/31/2019
     SCHV870$52 12/31/2019
Ironwood Financial llc872$52 12/31/2019
     SCHV872$52 12/31/2019
Kore Private Wealth LLC849$51 12/31/2019
     SCHV849$51 12/31/2019
Savior LLC843$51 12/31/2019
     SCHV843$51 12/31/2019
Pittenger & Anderson Inc.802$48 12/31/2019
     SCHV802$48 12/31/2019
Orion Portfolio Solutions LLC803$48 12/31/2019
     SCHV803$48 12/31/2019
Citigroup Inc.789$47 12/31/2019
     SCHV789$47 12/31/2019
Hanson & Doremus Investment Management773$46 12/31/2019
     SCHV773$46 12/31/2019
MRA Associates USA LLC777$44 09/30/2019
     SCHV777$44 09/30/2019
Cullen Frost Bankers Inc.712$43 12/31/2019
     SCHV712$43 12/31/2019
Blair William & Co. IL676$41 12/31/2019
     SCHV676$41 12/31/2019
Mark Sheptoff Financial Planning LLC682$41 12/31/2019
     SCHV682$41 12/31/2019
HCR Wealth Advisors667$40 12/31/2019
     SCHV667$40 12/31/2019
Private Ocean LLC637$39 12/31/2019
     SCHV637$39 12/31/2019
Quantum Capital Management625$38 12/31/2019
     SCHV625$38 12/31/2019
Clarkston Capital Partners LLC624$38 12/31/2019
     SCHV624$38 12/31/2019
Meridian Wealth Partners LLC627$38 12/31/2019
     SCHV627$38 12/31/2019
Sailer Financial LLC530$32 12/31/2019
     SCHV530$32 12/31/2019
Manchester Financial Inc.469$28 12/31/2019
     SCHV469$28 12/31/2019
Morgan Dempsey Capital Management LLC398$24 12/31/2019
     SCHV398$24 12/31/2019
Quadrant Capital Group LLC410$24 12/31/2019
     SCHV410$24 12/31/2019
Cascade Investment Advisors Inc.380$23 12/31/2019
     SCHV380$23 12/31/2019
Lehman & Derafelo Financial Resources LLC377$23 12/31/2019
     SCHV377$23 12/31/2019
CBIZ Investment Advisory Services LLC388$23 12/31/2019
     SCHV388$23 12/31/2019
Aptus Capital Advisors LLC372$22 12/31/2019
     SCHV372$22 12/31/2019
Howard Wealth Management LLC362$21 12/31/2019
     SCHV362$21 12/31/2019
Stuart Chaussee & Associates Inc.333$20 12/31/2019
     SCHV333$20 12/31/2019
Carolina Wealth Advisors LLC327$20 12/31/2019
     SCHV327$20 12/31/2019
Ambassador Advisors LLC300$18 12/31/2019
     SCHV300$18 12/31/2019
Rowland Carmichael Advisors Inc. ADV285$17 12/31/2019
     SCHV285$17 12/31/2019
LifePlan Financial Group Inc284$17 12/31/2019
     SCHV284$17 12/31/2019
Firestone Capital Management280$17 12/31/2019
     SCHV280$17 12/31/2019
Ancora Advisors LLC246$15 12/31/2019
     SCHV246$15 12/31/2019
Bedel Financial Consulting Inc.255$15 12/31/2019
     SCHV255$15 12/31/2019
MBM Wealth Consultants LLC235$14 12/31/2019
     SCHV235$14 12/31/2019
Procyon Private Wealth Partners LLC225$14 12/31/2019
     SCHV225$14 12/31/2019
CENTRAL TRUST Co179$11 12/31/2019
     SCHV179$11 12/31/2019
C M Bidwell & Associates Ltd.182$11 12/31/2019
     SCHV182$11 12/31/2019
Capital Asset Advisory Services LLC182$11 12/31/2019
     SCHV182$11 12/31/2019
Townsend Asset Management Corp NC ADV163$10 12/31/2019
     SCHV163$10 12/31/2019
Massmutual Trust Co. FSB ADV168$10 09/30/2019
     SCHV168$10 09/30/2019
Barrett Asset Management LLC150$9 12/31/2019
     SCHV150$9 12/31/2019
Rockefeller Capital Management L.P.148$9 12/31/2019
     SCHV148$9 12/31/2019
Cedar Mountain Advisors LLC150$9 12/31/2019
     SCHV150$9 12/31/2019
Valley National Advisers Inc.131$8 12/31/2019
     SCHV131$8 12/31/2019
Allworth Financial LP116$7 12/31/2019
     SCHV116$7 12/31/2019
Armor Investment Advisors LLC124$7 12/31/2019
     SCHV124$7 12/31/2019
McIlrath & Eck LLC112$7 12/31/2019
     SCHV112$7 12/31/2019
Peachtree Investment Partners LLC109$7 12/31/2019
     SCHV109$7 12/31/2019
Liberty Wealth Management LLC99$6 12/31/2019
     SCHV99$6 12/31/2019
EPG Wealth Management LLC108$6 12/31/2019
     SCHV108$6 12/31/2019
Harbor Investment Advisory LLC75$5 12/31/2019
     SCHV75$5 12/31/2019
Quantum Capital Management LLC NJ60$4 12/31/2019
     SCHV60$4 12/31/2019
Stratford Consulting LLC63$4 12/31/2019
     SCHV63$4 12/31/2019
SRS Capital Advisors Inc.61$4 12/31/2019
     SCHV61$4 12/31/2019
Gradient Investments LLC53$3 12/31/2019
     SCHV53$3 12/31/2019
Legacy Bridge LLC50$3 12/31/2019
     SCHV50$3 12/31/2019
Bellevue Asset Management LLC51$3 12/31/2019
     SCHV51$3 12/31/2019
Barnett & Company Inc.36$2 12/31/2019
     SCHV36$2 12/31/2019
Boston Private Wealth LLC27$2 12/31/2019
     SCHV27$2 12/31/2019
Cypress Capital Management LLC WY 25$2 12/31/2019
     SCHV25$2 12/31/2019
Wealthcare Advisory Partners LLC41$2 12/31/2019
     SCHV41$2 12/31/2019
Global Wealth Management Investment Advisory Inc.25$2 12/31/2019
     SCHV25$2 12/31/2019
Sonora Investment Management LLC20$1 12/31/2019
     SCHV20$1 12/31/2019
NewSquare Capital LLC9$1 12/31/2019
     SCHV9$1 12/31/2019
JNBA Financial Advisors19$1 12/31/2019
     SCHV19$1 12/31/2019
Creative Financial Designs Inc. ADV1$0 12/31/2019
     SCHV1$0 12/31/2019

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

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