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|
|
This page summarizes the SCHF holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SCHF is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SCHF Share Count |
|---|
| Smartleaf Asset Management LLC |
42 |
2,983 |
+2,941 |
+7002.38% |
| Norden Group LLC |
3,339 |
24,063 |
+20,724 |
+620.66% |
| AWM Capital LLC |
6,568 |
43,276 |
+36,708 |
+558.89% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
12,621 |
74,494 |
+61,873 |
+490.24% |
| First Horizon Advisors Inc. |
901 |
3,801 |
+2,900 |
+321.86% |
| Almanack Investment Partners LLC. |
64,352 |
233,694 |
+169,342 |
+263.15% |
| Sigma Planning Corp |
8,854 |
25,054 |
+16,200 |
+182.97% |
| Richardson Capital Management LLC |
3,427 |
8,732 |
+5,305 |
+154.80% |
| Eagle Strategies LLC |
10,312 |
24,713 |
+14,401 |
+139.65% |
| Guardian Wealth Advisors LLC |
5,956 |
12,239 |
+6,283 |
+105.49% |
| SJS Investment Consulting Inc. |
221 |
454 |
+233 |
+105.43% |
| Ronald Blue Trust Inc. |
2,654 |
5,003 |
+2,349 |
+88.51% |
| Gradient Investments LLC |
1,340 |
2,419 |
+1,079 |
+80.52% |
| Brown Advisory Inc. |
7,003 |
11,777 |
+4,774 |
+68.17% |
| FF Advisors LLC |
12,753 |
20,845 |
+8,092 |
+63.45% |
| Berger Financial Group Inc |
266,483 |
426,601 |
+160,118 |
+60.09% |
| Tradewinds Capital Management LLC |
4,528 |
7,088 |
+2,560 |
+56.54% |
| Delta Financial Group Inc. |
7,312 |
11,409 |
+4,097 |
+56.03% |
| UMB Bank N A MO |
2,417 |
3,738 |
+1,321 |
+54.65% |
| Westover Capital Advisors LLC |
50,937 |
76,326 |
+25,389 |
+49.84% |
| Nations Financial Group Inc. IA ADV |
9,807 |
14,356 |
+4,549 |
+46.39% |
| Private Advisor Group LLC |
91,113 |
131,581 |
+40,468 |
+44.42% |
| Orgel Wealth Management LLC |
2,374,178 |
3,358,772 |
+984,594 |
+41.47% |
| Northeast Financial Group Inc. |
247,940 |
350,173 |
+102,233 |
+41.23% |
| Versant Capital Management Inc |
22,811 |
31,738 |
+8,927 |
+39.13% |
| St. Louis Trust Co |
35,172 |
48,824 |
+13,652 |
+38.81% |
| Glass Jacobson Investment Advisors llc |
12,484 |
17,260 |
+4,776 |
+38.26% |
| Kestra Private Wealth Services LLC |
8,015 |
11,058 |
+3,043 |
+37.97% |
| Beacon Bridge Wealth Partners LLC |
24,385 |
32,806 |
+8,421 |
+34.53% |
| Householder Group Estate & Retirement Specialist LLC |
447 |
597 |
+150 |
+33.56% |
| First Pacific Financial |
306 |
408 |
+102 |
+33.33% |
| Galvin Gaustad & Stein LLC |
5,775 |
7,606 |
+1,831 |
+31.71% |
| RFG Advisory LLC |
63,481 |
83,098 |
+19,617 |
+30.90% |
| Power Wealth Management LLC |
62,873 |
82,263 |
+19,390 |
+30.84% |
| Equita Financial Network Inc. |
25,319 |
32,496 |
+7,177 |
+28.35% |
| Sollinda Capital Management LLC |
15,788 |
20,191 |
+4,403 |
+27.89% |
| Stratos Wealth Partners LTD. |
7,191 |
9,051 |
+1,860 |
+25.87% |
| Park Avenue Securities LLC |
283,104 |
353,882 |
+70,778 |
+25.00% |
| Madison Wealth Partners Inc |
17,357 |
21,523 |
+4,166 |
+24.00% |
| Soltis Investment Advisors LLC |
197,053 |
243,450 |
+46,397 |
+23.55% |
| TFC Financial Management |
3,451 |
4,251 |
+800 |
+23.18% |
| STA Wealth Management LLC |
434,846 |
524,623 |
+89,777 |
+20.65% |
| Valeo Financial Advisors LLC |
23,595 |
28,191 |
+4,596 |
+19.48% |
| Wealth Management Resources Inc. |
103,841 |
123,260 |
+19,419 |
+18.70% |
| Villere ST Denis J & Co. LLC |
15,933 |
18,768 |
+2,835 |
+17.79% |
| Miracle Mile Advisors LLC |
1,825,077 |
2,146,447 |
+321,370 |
+17.61% |
| Spectrum Asset Management Inc. NB CA |
124,954 |
146,761 |
+21,807 |
+17.45% |
| Financial Management Professionals Inc. |
337,860 |
396,675 |
+58,815 |
+17.41% |
| Warner Financial Inc. |
78,185 |
91,779 |
+13,594 |
+17.39% |
| Wagner Wealth Management LLC |
542 |
636 |
+94 |
+17.34% |
| BCS Wealth Management |
130,536 |
152,865 |
+22,329 |
+17.11% |
| Armor Investment Advisors LLC |
218,839 |
255,729 |
+36,890 |
+16.86% |
| Foster Group Inc. |
68,215 |
79,536 |
+11,321 |
+16.60% |
| Allen Capital Group LLC |
55,862 |
64,677 |
+8,815 |
+15.78% |
| Rehmann Capital Advisory Group |
14,673 |
16,977 |
+2,304 |
+15.70% |
| Charles Schwab Trust Co |
1,219,226 |
1,409,165 |
+189,939 |
+15.58% |
| Chicago Partners Investment Group LLC |
117,467 |
135,239 |
+17,772 |
+15.13% |
| Cambridge Investment Research Advisors Inc. |
371,568 |
427,252 |
+55,684 |
+14.99% |
| J.W. Cole Advisors Inc. |
8,853 |
10,179 |
+1,326 |
+14.98% |
| Stewardship Advisors LLC |
38,144 |
43,595 |
+5,451 |
+14.29% |
| Sterling Investment Management Inc. |
7,456 |
8,500 |
+1,044 |
+14.00% |
| Consilium Wealth Advisory LLC |
11,535 |
13,074 |
+1,539 |
+13.34% |
| Vista Capital Partners Inc. |
6,960 |
7,888 |
+928 |
+13.33% |
| Trinity Financial Advisors LLC |
156,789 |
177,297 |
+20,508 |
+13.08% |
| Accel Wealth Management |
12,761 |
14,421 |
+1,660 |
+13.01% |
| Fifth Third Bancorp |
19,946 |
22,423 |
+2,477 |
+12.42% |
| Mission Wealth Management LP |
195,686 |
218,027 |
+22,341 |
+11.42% |
| Arbor Trust Wealth Advisors LLC |
213,678 |
238,058 |
+24,380 |
+11.41% |
| Fountainhead AM LLC |
12,109 |
13,475 |
+1,366 |
+11.28% |
| APCM Wealth Management for Individuals |
24,692 |
27,461 |
+2,769 |
+11.21% |
| CWM LLC |
815,948 |
906,271 |
+90,323 |
+11.07% |
| DHJJ Financial Advisors Ltd. |
62,606 |
69,536 |
+6,930 |
+11.07% |
| Pittenger & Anderson Inc. |
754,467 |
836,231 |
+81,764 |
+10.84% |
| Grimes & Company Inc. |
155,806 |
172,080 |
+16,274 |
+10.45% |
| FirstPurpose Wealth LLC |
10,493 |
11,565 |
+1,072 |
+10.22% |
| WBH Advisory Inc. |
281,549 |
310,239 |
+28,690 |
+10.19% |
| Satovsky Asset Management LLC |
7,493 |
8,237 |
+744 |
+9.93% |
| CRA Financial Services LLC |
127,738 |
140,082 |
+12,344 |
+9.66% |
| Naples Global Advisors LLC |
345,775 |
378,789 |
+33,014 |
+9.55% |
| Commonwealth Equity Services LLC |
383,479 |
419,505 |
+36,026 |
+9.39% |
| Von Berge Wealth Management Group LLC |
86,737 |
94,787 |
+8,050 |
+9.28% |
| Raymond James Financial Services Advisors Inc. |
383,736 |
419,162 |
+35,426 |
+9.23% |
| USAdvisors Wealth Management LLC |
9,018 |
9,847 |
+829 |
+9.19% |
| Ausdal Financial Partners Inc. |
13,611 |
14,857 |
+1,246 |
+9.15% |
| Austin Private Wealth LLC |
5,663 |
6,157 |
+494 |
+8.72% |
| Creative Financial Designs Inc. ADV |
290,392 |
314,541 |
+24,149 |
+8.32% |
| Honkamp Krueger Financial Services Inc. |
2,594,955 |
2,809,739 |
+214,784 |
+8.28% |
| Powers Advisory Group LLC |
180,789 |
194,703 |
+13,914 |
+7.70% |
| Pallas Capital Advisors LLC |
181,160 |
195,080 |
+13,920 |
+7.68% |
| Meritage Portfolio Management |
6,520 |
7,020 |
+500 |
+7.67% |
| Ballast Advisors LLC |
610,408 |
656,905 |
+46,497 |
+7.62% |
| Everett Harris & Co. CA |
10,878 |
11,678 |
+800 |
+7.35% |
| BKD Wealth Advisors LLC |
1,259,746 |
1,349,949 |
+90,203 |
+7.16% |
| Rappaport Reiches Capital Management LLC |
30,352 |
32,476 |
+2,124 |
+7.00% |
| Planned Solutions Inc. |
21,223 |
22,636 |
+1,413 |
+6.66% |
| McAdam LLC |
2,816,934 |
2,996,508 |
+179,574 |
+6.37% |
| Natixis Advisors L.P. |
42,653 |
45,367 |
+2,714 |
+6.36% |
| Roberts Wealth Advisors LLC |
132,795 |
140,597 |
+7,802 |
+5.88% |
| GSB Wealth Management LLC |
257,273 |
272,321 |
+15,048 |
+5.85% |
| Stone Point Wealth LLC |
17,016 |
17,978 |
+962 |
+5.65% |
| Leeward Financial Partners LLC |
135,493 |
143,083 |
+7,590 |
+5.60% |
| Pacific Sage Partners LLC |
672,926 |
709,903 |
+36,977 |
+5.49% |
| Spire Wealth Management |
6,875 |
7,251 |
+376 |
+5.47% |
| Red Door Wealth Management LLC |
19,190 |
20,203 |
+1,013 |
+5.28% |
| Benchmark Financial Wealth Advisors LLC |
738,401 |
776,209 |
+37,808 |
+5.12% |
| D. B. Root & Company LLC |
59,128 |
62,151 |
+3,023 |
+5.11% |
| ETF Store Inc. |
17,095 |
17,950 |
+855 |
+5.00% |
| My Personal CFO LLC |
13,560 |
14,238 |
+678 |
+5.00% |
| Voisard Asset Management Group Inc. |
210,994 |
221,497 |
+10,503 |
+4.98% |
| Garrett Investment Advisors LLC |
96,549 |
101,332 |
+4,783 |
+4.95% |
| Kathleen S. Wright Associates Inc. |
107,470 |
112,722 |
+5,252 |
+4.89% |
| Rosenberg Matthew Hamilton |
241,811 |
253,594 |
+11,783 |
+4.87% |
| Fragasso Group Inc. |
12,591 |
13,200 |
+609 |
+4.84% |
| MADDEN SECURITIES Corp |
55,732 |
58,368 |
+2,636 |
+4.73% |
| Ascension Capital Advisors Inc. |
148,548 |
155,446 |
+6,898 |
+4.64% |
| Carolina Wealth Advisors LLC |
73,456 |
76,845 |
+3,389 |
+4.61% |
| Davis Capital Management |
116,161 |
121,495 |
+5,334 |
+4.59% |
| Hexagon Capital Partners LLC |
3,749 |
3,920 |
+171 |
+4.56% |
| Claro Advisors LLC |
12,696 |
13,274 |
+578 |
+4.55% |
| Future Financial Wealth Managment LLC |
86,790 |
90,433 |
+3,643 |
+4.20% |
| Brooklyn FI LLC |
116,758 |
121,619 |
+4,861 |
+4.16% |
| Hazlett Burt & Watson Inc. |
2,783 |
2,893 |
+110 |
+3.95% |
| Sigma Investment Counselors Inc. |
26,374 |
27,386 |
+1,012 |
+3.84% |
| Lincoln National Corp |
113,131 |
117,384 |
+4,253 |
+3.76% |
| Ballentine Partners LLC |
17,754 |
18,383 |
+629 |
+3.54% |
| Sage Financial Management Group Inc. |
196,734 |
203,328 |
+6,594 |
+3.35% |
| Jacobsen Capital Management |
194,501 |
200,598 |
+6,097 |
+3.13% |
| Intergy Private Wealth LLC |
242,591 |
249,986 |
+7,395 |
+3.05% |
| Midwest Financial Group LLC |
8,348 |
8,598 |
+250 |
+2.99% |
| Main Street Financial Solutions LLC |
361,933 |
372,516 |
+10,583 |
+2.92% |
| Fifth Third Securities Inc. |
28,855 |
29,682 |
+827 |
+2.87% |
| Clayton Financial Group LLC |
22,231 |
22,867 |
+636 |
+2.86% |
| Cliftonlarsonallen Wealth Advisors LLC |
418,077 |
429,675 |
+11,598 |
+2.77% |
| Zhang Financial LLC |
188,607 |
193,757 |
+5,150 |
+2.73% |
| Sightline Wealth Advisors LLC |
254,919 |
261,828 |
+6,909 |
+2.71% |
| Flower City Capital |
25,708 |
26,373 |
+665 |
+2.59% |
| Alpha Omega Wealth Management LLC |
108,463 |
111,216 |
+2,753 |
+2.54% |
| Signet Investment Advisory Group Inc. |
230,104 |
235,869 |
+5,765 |
+2.51% |
| Capital Insight Partners LLC |
11,424 |
11,699 |
+275 |
+2.41% |
| Connecticut Wealth Management LLC |
6,964 |
7,127 |
+163 |
+2.34% |
| Grant Street Asset Management Inc. |
44,030 |
45,053 |
+1,023 |
+2.32% |
| Evanson Asset Management LLC |
35,811 |
36,634 |
+823 |
+2.30% |
| ACT Wealth Management LLC |
769,344 |
786,535 |
+17,191 |
+2.23% |
| OneAscent Financial Services LLC |
124,456 |
127,183 |
+2,727 |
+2.19% |
| Bank of New York Mellon Corp |
81,655 |
83,351 |
+1,696 |
+2.08% |
| Wealthfront Advisers LLC |
44,840,508 |
45,734,063 |
+893,555 |
+1.99% |
| Bangor Savings Bank |
491,694 |
501,440 |
+9,746 |
+1.98% |
| BCK Partners Inc. |
192,727 |
196,450 |
+3,723 |
+1.93% |
| Essex LLC |
334,318 |
340,665 |
+6,347 |
+1.90% |
| Fortis Capital Management LLC |
101,605 |
103,458 |
+1,853 |
+1.82% |
| Vantage Financial Partners LLC |
64,622 |
65,785 |
+1,163 |
+1.80% |
| Foster & Motley Inc. |
1,437,803 |
1,463,357 |
+25,554 |
+1.78% |
| Family Firm Inc. |
6,326 |
6,435 |
+109 |
+1.72% |
| Boyd Wealth Management LLC |
317,242 |
322,710 |
+5,468 |
+1.72% |
| ORBA Wealth Advisors L.L.C. |
10,555 |
10,733 |
+178 |
+1.69% |
| Perigon Wealth Management LLC |
585,237 |
595,061 |
+9,824 |
+1.68% |
| Holistic Planning LLC |
7,606 |
7,733 |
+127 |
+1.67% |
| Carmichael Hill & Associates Inc. |
100,767 |
102,433 |
+1,666 |
+1.65% |
| Keel Point LLC |
48,422 |
49,201 |
+779 |
+1.61% |
| Madden Advisory Services Inc. |
27,464 |
27,903 |
+439 |
+1.60% |
| RHS Financial LLC |
146,704 |
148,950 |
+2,246 |
+1.53% |
| Tenret Co LLC |
52,390 |
53,171 |
+781 |
+1.49% |
| JMG Financial Group Ltd. |
1,979,552 |
2,008,829 |
+29,277 |
+1.48% |
| Appleton Partners Inc. MA |
425,381 |
431,446 |
+6,065 |
+1.43% |
| Summit Trail Advisors LLC |
9,856 |
9,995 |
+139 |
+1.41% |
| Twele Capital Management Inc. |
17,788 |
18,028 |
+240 |
+1.35% |
| Apollon Wealth Management LLC |
45,154 |
45,751 |
+597 |
+1.32% |
| Boltwood Capital Management |
597,580 |
605,268 |
+7,688 |
+1.29% |
| Smith Salley & Associates |
7,895 |
7,996 |
+101 |
+1.28% |
| Cranbrook Wealth Management LLC |
282,344 |
285,850 |
+3,506 |
+1.24% |
| Crescent Sterling Ltd. |
22,553 |
22,821 |
+268 |
+1.19% |
| Beacon Wealthcare LLC |
85,887 |
86,874 |
+987 |
+1.15% |
| Cherry Tree Wealth Management LLC |
85,080 |
86,041 |
+961 |
+1.13% |
| Wooster Corthell Wealth Management Inc. |
992,312 |
1,002,576 |
+10,264 |
+1.03% |
| Financial Consulate Inc. |
1,284,050 |
1,296,883 |
+12,833 |
+1.00% |
| Robbins Farley LLC |
167,902 |
169,540 |
+1,638 |
+0.98% |
| Pflug Koory LLC |
15,368 |
15,516 |
+148 |
+0.96% |
| MeadowBrook Investment Advisors LLC |
10,559 |
10,659 |
+100 |
+0.95% |
| Courage Miller Partners LLC |
622,383 |
627,975 |
+5,592 |
+0.90% |
| Gould Asset Management LLC CA |
30,600 |
30,865 |
+265 |
+0.87% |
| Willis Johnson & Associates Inc. |
15,463 |
15,597 |
+134 |
+0.87% |
| Ehrlich Financial Group |
12,580 |
12,690 |
+110 |
+0.87% |
| Fonville Wealth Management LLC |
27,343 |
27,566 |
+223 |
+0.82% |
| Buckingham Capital Management Inc. |
445,144 |
448,565 |
+3,421 |
+0.77% |
| Leavell Investment Management Inc. |
562,113 |
566,210 |
+4,097 |
+0.73% |
| Ashton Thomas Private Wealth LLC |
22,225 |
22,388 |
+163 |
+0.73% |
| Gleason Group Inc. |
220,671 |
222,270 |
+1,599 |
+0.72% |
| Flagship Harbor Advisors LLC |
47,157 |
47,494 |
+337 |
+0.71% |
| White Pine Investment CO |
175,701 |
176,899 |
+1,198 |
+0.68% |
| Blossom Wealth Management |
44,740 |
45,041 |
+301 |
+0.67% |
| Manchester Financial Inc. |
31,554 |
31,761 |
+207 |
+0.66% |
| Bfsg LLC |
21,559 |
21,695 |
+136 |
+0.63% |
| Vista Wealth Management Group LLC |
6,976 |
7,020 |
+44 |
+0.63% |
| Signaturefd LLC |
89,593 |
90,141 |
+548 |
+0.61% |
| Lodestar Private Asset Management LLC |
204,373 |
205,625 |
+1,252 |
+0.61% |
| Opus Capital Group LLC |
1,083,953 |
1,090,328 |
+6,375 |
+0.59% |
| Adviser Investments LLC |
232,001 |
233,314 |
+1,313 |
+0.57% |
| Steele Capital Management Inc. |
4,209,730 |
4,231,186 |
+21,456 |
+0.51% |
| Capasso Planning Partners LLC |
37,969 |
38,148 |
+179 |
+0.47% |
| Red Tortoise LLC |
505,991 |
507,829 |
+1,838 |
+0.36% |
| Empower Advisory Group LLC |
79,085,632 |
79,357,475 |
+271,843 |
+0.34% |
| Valicenti Advisory Services Inc. |
77,572 |
77,788 |
+216 |
+0.28% |
| Arvest Investments Inc. |
57,268 |
57,414 |
+146 |
+0.25% |
| Dynamic Advisor Solutions LLC |
181,038 |
181,392 |
+354 |
+0.20% |
| Rebalance LLC |
2,775,503 |
2,780,708 |
+5,205 |
+0.19% |
| Paradigm Strategies in Wealth Management LLC |
568,186 |
569,200 |
+1,014 |
+0.18% |
| Janney Montgomery Scott LLC |
28,844 |
28,891 |
+47 |
+0.16% |
| Wedmont Private Capital |
263,102 |
263,513 |
+411 |
+0.16% |
| SOL Capital Management CO |
19,626 |
19,646 |
+20 |
+0.10% |
| Compass Advisory Group LLC |
210,024 |
210,163 |
+139 |
+0.07% |
| Nicholas Hoffman & Company LLC. |
240,899 |
241,003 |
+104 |
+0.04% |
| Bond & Devick Financial Network Inc. |
114,053 |
114,092 |
+39 |
+0.03% |
| Horan Capital Advisors LLC. |
44,444 |
44,451 |
+7 |
+0.02% |
| Evergreen Advisors LLC |
1,148,878 |
1,149,071 |
+193 |
+0.02% |
| Chatham Capital Group Inc. |
10,277 |
10,278 |
+1 |
+0.01% |
| Oldfather Financial Services LLC |
14,117 |
14,119 |
+2 |
+0.01% |
| SNS Financial Group LLC |
1,591,424 |
1,591,426 |
+2 |
+0.00% |
| 13F Filers Reporting New Positions In SCHF |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
7,755 |
+7,755 |
+100% |
| Godsey & Gibb Associates |
0 |
32 |
+32 |
+100% |
| Hallmark Capital Management Inc. |
0 |
1 |
+1 |
+100% |
| Fulton Breakefield Broenniman LLC |
0 |
5,515 |
+5,515 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
9,308 |
+9,308 |
+100% |
| Diversified Trust Co |
0 |
16,924 |
+16,924 |
+100% |
| Smart Portfolios LLC |
0 |
7,685 |
+7,685 |
+100% |
| Paragon Capital Management Ltd |
0 |
9,778 |
+9,778 |
+100% |
| Signet Financial Management LLC |
0 |
8,848 |
+8,848 |
+100% |
| Burt Wealth Advisors |
0 |
5,293 |
+5,293 |
+100% |
| Dakota Wealth Management |
0 |
93,622 |
+93,622 |
+100% |
| Colorado Capital Management Inc. |
0 |
7,298 |
+7,298 |
+100% |
| Silicon Valley Capital Partners |
0 |
65 |
+65 |
+100% |
| MEMBERS Trust Co |
0 |
5,179 |
+5,179 |
+100% |
| Radnor Capital Management LLC |
0 |
5,384 |
+5,384 |
+100% |
| SpiderRock Advisors LLC |
0 |
9,089 |
+9,089 |
+100% |
| First Command Advisory Services Inc. |
0 |
267 |
+267 |
+100% |
| CNB Bank |
0 |
319 |
+319 |
+100% |
| Elm Partners Management LLC |
0 |
67,103 |
+67,103 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
11,598 |
+11,598 |
+100% |
| MBE Wealth Management LLC |
0 |
12,556 |
+12,556 |
+100% |
| LifeSteps Financial Inc. |
0 |
1,600 |
+1,600 |
+100% |
| MTM Investment Management LLC |
0 |
1,126 |
+1,126 |
+100% |
| Strategic Financial Concepts LLC |
0 |
56,389 |
+56,389 |
+100% |
| Revisor Wealth Management LLC |
0 |
31,150 |
+31,150 |
+100% |
| Integral Investment Advisors Inc. |
0 |
17,447 |
+17,447 |
+100% |
| Scott Capital Advisors LLC |
0 |
5,468 |
+5,468 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
0 |
UNCH |
100% |
| Roger Wittlin Investment Advisory LLC |
0 |
16,797 |
+16,797 |
+100% |
| Simplicity Wealth LLC |
0 |
60,895 |
+60,895 |
+100% |
| Hutchens & Kramer Investment Management Group LLC |
0 |
5,230 |
+5,230 |
+100% |
| Coston McIsaac & Partners |
0 |
264 |
+264 |
+100% |
| EnRich Financial Partners LLC |
0 |
1,449 |
+1,449 |
+100% |
| 25 LLC |
0 |
8,344 |
+8,344 |
+100% |
| Portside Wealth Group LLC |
0 |
17,752 |
+17,752 |
+100% |
| Capital Management Associates Inc |
0 |
166,122 |
+166,122 |
+100% |
| Signal Advisors Wealth LLC |
0 |
10,825 |
+10,825 |
+100% |
| Focus Financial Network Inc. |
0 |
210,871 |
+210,871 |
+100% |
| Triad Wealth Partners LLC |
0 |
87,944 |
+87,944 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
2,318 |
2,318 |
UNCH |
0.00% |
| OLD National Bancorp IN |
94,299 |
94,299 |
UNCH |
0.00% |
| Townsend Asset Management Corp NC ADV |
35 |
35 |
UNCH |
0.00% |
| Altfest L J & Co. Inc. |
38,594 |
38,594 |
UNCH |
0.00% |
| Ogorek Anthony Joseph NY ADV |
3,658 |
3,658 |
UNCH |
0.00% |
| Walter & Keenan Financial Consulting Co. MI ADV |
34,983 |
34,983 |
UNCH |
0.00% |
| Country Club Bank GFN |
20,500 |
20,500 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
694 |
694 |
UNCH |
0.00% |
| Haverford Trust Co. |
9,147 |
9,147 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
80 |
80 |
UNCH |
0.00% |
| Gillespie Robinson & Grimm Inc. |
6,900 |
6,900 |
UNCH |
0.00% |
| Tompkins Financial Corp |
46 |
46 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
54 |
54 |
UNCH |
0.00% |
| Jacobs & Co. CA |
5,475 |
5,475 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
3,514 |
3,514 |
UNCH |
0.00% |
| Pinnacle Financial Partners Inc. |
57,398 |
57,398 |
UNCH |
0.00% |
| Trust Co. of Vermont |
5,047 |
5,047 |
UNCH |
0.00% |
| Hollencrest Capital Management |
15 |
15 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
5,184 |
5,184 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
30,518 |
30,518 |
UNCH |
0.00% |
| Founders Financial Securities LLC |
6,374 |
6,374 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
123 |
123 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
2,273 |
2,273 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
221 |
221 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
21,570 |
21,570 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
195 |
195 |
UNCH |
0.00% |
| Morris Financial Concepts Inc. |
5,171 |
5,171 |
UNCH |
0.00% |
| West Oak Capital LLC |
10,756 |
10,756 |
UNCH |
0.00% |
| Stockman Wealth Management Inc. |
12,100 |
12,100 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
1,858 |
1,858 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
37 |
37 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
7,933 |
7,933 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
6,636 |
6,636 |
UNCH |
0.00% |
| Lbmc Investment Advisors LLC |
13,339 |
13,339 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
227 |
227 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
2,732 |
2,732 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
85 |
85 |
UNCH |
0.00% |
| Iron Financial LLC |
6,625 |
6,625 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
45,374 |
45,374 |
UNCH |
0.00% |
| MCF Advisors LLC |
6,455 |
6,455 |
UNCH |
0.00% |
| Bray Capital Advisors |
380 |
380 |
UNCH |
0.00% |
| Clear Investment Research LLC |
15,026 |
15,026 |
UNCH |
0.00% |
| Financial Insights Inc. |
8,346 |
8,346 |
UNCH |
0.00% |
| Glassman Wealth Services |
2,240 |
2,240 |
UNCH |
0.00% |
| Klingman & Associates LLC |
33,060 |
33,060 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
2,017 |
2,017 |
UNCH |
0.00% |
| Well Done LLC |
9,305 |
9,305 |
UNCH |
0.00% |
| Horan Securities Inc. |
5,463 |
5,463 |
UNCH |
0.00% |
| Warren Street Wealth Advisors LLC |
5,713 |
5,713 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
33 |
33 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
87 |
87 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
953 |
953 |
UNCH |
0.00% |
| Red Cedar Investment Management LLC |
525,097 |
525,097 |
UNCH |
0.00% |
| CX Institutional |
191,875 |
191,875 |
UNCH |
0.00% |
| West Branch Capital LLC |
67 |
67 |
UNCH |
0.00% |
| Brio Consultants LLC |
6,449 |
6,449 |
UNCH |
0.00% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
5,932 |
5,932 |
UNCH |
0.00% |
| Essex Savings Bank |
7,090 |
7,090 |
UNCH |
0.00% |
| VERITY Wealth Advisors |
57,197 |
57,197 |
UNCH |
0.00% |
| MONECO Advisors LLC |
7,155 |
7,155 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
8 |
8 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
632 |
632 |
UNCH |
0.00% |
| Wolff Financial Management LLC |
14,260 |
14,260 |
UNCH |
0.00% |
| Sage Rhino Capital LLC |
6,642 |
6,642 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
2 |
2 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
14,197 |
14,197 |
UNCH |
0.00% |
| Monticello Wealth Management LLC |
76,937 |
76,937 |
UNCH |
0.00% |
| Avion Wealth |
1,960 |
1,960 |
UNCH |
0.00% |
| Single Point Partners LLC |
26,549 |
26,549 |
UNCH |
0.00% |
| Key Financial Inc |
3,082 |
3,082 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
72,312 |
72,312 |
UNCH |
0.00% |
| Avalon Advisory Group |
96,810 |
96,810 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
200 |
200 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
780 |
780 |
UNCH |
0.00% |
| Capstone Triton Financial Group LLC |
9,785 |
9,785 |
UNCH |
0.00% |
| Concord Wealth Partners |
409 |
409 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
3,141 |
3,141 |
UNCH |
0.00% |
| Cordant Inc. |
8,778 |
8,778 |
UNCH |
0.00% |
| Rise Advisors LLC |
450 |
450 |
UNCH |
0.00% |
| Marshall Financial Group LLC |
16,572 |
16,572 |
UNCH |
0.00% |
| West Financial Advisors LLC |
1,395 |
1,395 |
UNCH |
0.00% |
| Crestone Asset Management LLC |
15,897 |
15,897 |
UNCH |
0.00% |
| MBL Wealth LLC |
14,835 |
14,835 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
61 |
61 |
UNCH |
0.00% |
| Mayflower Financial Advisors LLC |
19,264 |
19,264 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
9,854 |
9,854 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
134 |
134 |
UNCH |
0.00% |
| Wilson & Boucher Capital Management LLC |
31,110 |
31,110 |
UNCH |
0.00% |
| Gpwm LLC |
113 |
113 |
UNCH |
0.00% |
| Shearwater Capital LLC |
6,665 |
6,665 |
UNCH |
0.00% |
| City State Bank |
225 |
225 |
UNCH |
0.00% |
| Astoria Portfolio Advisors LLC. |
6,315 |
6,315 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
24 |
24 |
UNCH |
0.00% |
| Stephens Consulting LLC |
547 |
547 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
5,563 |
5,563 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
14,402 |
14,402 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
7 |
7 |
UNCH |
0.00% |
| Financial Freedom LLC |
563 |
563 |
UNCH |
0.00% |
| Werba Rubin Papier Wealth Management |
6,192 |
6,192 |
UNCH |
0.00% |
| Values Added Financial LLC |
13,244 |
13,244 |
UNCH |
0.00% |
| Stephenson & Company Inc. |
7,962 |
7,962 |
UNCH |
0.00% |
| Sachetta LLC |
9,298 |
9,298 |
UNCH |
0.00% |
| Clarity Capital Advisors LLC |
14,843 |
14,843 |
UNCH |
0.00% |
| Fairman Group LLC |
2,095 |
2,095 |
UNCH |
0.00% |
| AA Financial Advisors LLC |
19,327 |
19,327 |
UNCH |
0.00% |
| 13F Filers Decreasing SCHF Share Count |
|---|
| Annapolis Financial Services LLC |
6,100 |
534 |
-5,566 |
-91.25% |
| Pinnacle Wealth Management Group Inc. |
80,257 |
7,137 |
-73,120 |
-91.11% |
| Whittier Trust Co. |
332 |
36 |
-296 |
-89.16% |
| Carlson Capital Management |
143,703 |
18,581 |
-125,122 |
-87.07% |
| Sound Income Strategies LLC |
2,672 |
446 |
-2,226 |
-83.31% |
| LGL Partners LLC |
268,312 |
56,175 |
-212,137 |
-79.06% |
| JNBA Financial Advisors |
1,110 |
267 |
-843 |
-75.95% |
| Cary Street Partners Investment Advisory LLC |
26,961 |
7,512 |
-19,449 |
-72.14% |
| Coastal Investment Advisors Inc. |
12,332 |
3,753 |
-8,579 |
-69.57% |
| Strategic Advocates LLC |
204,185 |
73,089 |
-131,096 |
-64.20% |
| Leading Edge Financial Planning LLC |
21,056 |
7,653 |
-13,403 |
-63.65% |
| FFT Wealth Management LLC |
432,770 |
174,884 |
-257,886 |
-59.59% |
| Palisade Asset Management LLC |
28,359 |
11,552 |
-16,807 |
-59.27% |
| Capital Planning LLC |
46,770 |
19,599 |
-27,171 |
-58.09% |
| Quent Capital LLC |
763 |
403 |
-360 |
-47.18% |
| Blue Bell Private Wealth Management LLC |
15,381 |
8,466 |
-6,915 |
-44.96% |
| Capital Investment Advisory Services LLC |
22,086 |
13,071 |
-9,015 |
-40.82% |
| Bear Mountain Capital Inc. |
545 |
323 |
-222 |
-40.73% |
| M&R Capital Management Inc. |
452 |
279 |
-173 |
-38.27% |
| Mayport LLC |
14,190 |
8,768 |
-5,422 |
-38.21% |
| Valley National Advisers Inc. |
995,941 |
649,181 |
-346,760 |
-34.82% |
| Access Financial Services Inc. |
45,697 |
30,002 |
-15,695 |
-34.35% |
| James J. Burns & Company LLC |
183,976 |
123,043 |
-60,933 |
-33.12% |
| Capital Investment Advisors LLC |
9,930 |
6,846 |
-3,084 |
-31.06% |
| Pioneer Wealth Management Group |
114,530 |
79,839 |
-34,691 |
-30.29% |
| Roble Belko & Company Inc |
71,924 |
50,395 |
-21,529 |
-29.93% |
| Fortress Wealth Management Inc. |
41,267 |
29,280 |
-11,987 |
-29.05% |
| Sequoia Financial Advisors LLC |
108,079 |
78,188 |
-29,891 |
-27.66% |
| Sunbelt Securities Inc. |
5,827 |
4,291 |
-1,536 |
-26.36% |
| Bensler LLC |
44,852 |
34,171 |
-10,681 |
-23.81% |
| FDx Advisors Inc. |
45,878 |
35,009 |
-10,869 |
-23.69% |
| Brookstone Capital Management |
27,570 |
21,141 |
-6,429 |
-23.32% |
| Wealthcare Capital Management LLC |
17,266 |
13,326 |
-3,940 |
-22.82% |
| Raymond James & Associates |
365,313 |
282,860 |
-82,453 |
-22.57% |
| Center for Financial Planning Inc. |
1,092 |
847 |
-245 |
-22.44% |
| Financial Synergies Wealth Advisors Inc. |
14,457 |
11,339 |
-3,118 |
-21.57% |
| Paulson Wealth Management Inc. |
23,499 |
18,510 |
-4,989 |
-21.23% |
| CAP Partners LLC |
88,505 |
69,929 |
-18,576 |
-20.99% |
| Blue Square Asset Management LLC |
252,601 |
202,655 |
-49,946 |
-19.77% |
| True North Advisors LLC |
11,523 |
9,294 |
-2,229 |
-19.34% |
| Sharkey Howes & Javer |
8,905 |
7,191 |
-1,714 |
-19.25% |
| Moneywise Inc. |
59,074 |
47,768 |
-11,306 |
-19.14% |
| Proffitt & Goodson Inc. |
12,538 |
10,190 |
-2,348 |
-18.73% |
| Waypoint Capital Advisors LLC |
144,109 |
117,223 |
-26,886 |
-18.66% |
| Heartwood Wealth Advisors LLC |
19,538 |
16,033 |
-3,505 |
-17.94% |
| Revolve Wealth Partners LLC |
452,101 |
371,480 |
-80,621 |
-17.83% |
| Valley Forge Investment Consultants Inc. ADV |
136,596 |
112,563 |
-24,033 |
-17.59% |
| Bridgewater Advisors Inc. |
20,486 |
17,097 |
-3,389 |
-16.54% |
| Thrive Wealth Management LLC |
170,947 |
142,746 |
-28,201 |
-16.50% |
| LVW Advisors LLC |
61,060 |
51,196 |
-9,864 |
-16.15% |
| VCI Wealth Management LLC |
403,140 |
339,070 |
-64,070 |
-15.89% |
| MY Purposeful Wealth CORP. |
12,918 |
10,865 |
-2,053 |
-15.89% |
| Liberty Capital Management Inc. |
70,697 |
59,821 |
-10,876 |
-15.38% |
| International Assets Investment Management LLC |
7,939 |
6,722 |
-1,217 |
-15.33% |
| Stratos Wealth Advisors LLC |
213,344 |
182,129 |
-31,215 |
-14.63% |
| Affinity Capital Advisors LLC |
63,540 |
54,360 |
-9,180 |
-14.45% |
| Collective Family Office LLC |
16,298 |
13,998 |
-2,300 |
-14.11% |
| Larson Financial Group LLC |
17,093 |
14,813 |
-2,280 |
-13.34% |
| Huntington National Bank |
15,722 |
13,695 |
-2,027 |
-12.89% |
| Hengehold Capital Management LLC |
185,874 |
163,981 |
-21,893 |
-11.78% |
| Clay Northam Wealth Management LLC |
35,456 |
31,379 |
-4,077 |
-11.50% |
| Procyon Private Wealth Partners LLC |
27,114 |
24,061 |
-3,053 |
-11.26% |
| EWG Elevate Inc. |
241,840 |
214,991 |
-26,849 |
-11.10% |
| Cabot Wealth Management Inc. |
31,039 |
27,636 |
-3,403 |
-10.96% |
| ZRC Wealth Management LLC |
18,436 |
16,429 |
-2,007 |
-10.89% |
| Integrated Investment Consultants LLC |
13,314 |
11,874 |
-1,440 |
-10.82% |
| Commerce Bank |
22,768 |
20,315 |
-2,453 |
-10.77% |
| Cobblestone Capital Advisors LLC NY |
6,068 |
5,428 |
-640 |
-10.55% |
| Strategic Blueprint LLC |
13,054 |
11,685 |
-1,369 |
-10.49% |
| Gemmer Asset Management LLC |
2,185,845 |
1,958,766 |
-227,079 |
-10.39% |
| RMR Wealth Builders |
15,840 |
14,252 |
-1,588 |
-10.03% |
| Putnam FL Investment Management Co. |
29,081 |
26,289 |
-2,792 |
-9.60% |
| Capital Performance Advisors LLP |
29,461 |
26,748 |
-2,713 |
-9.21% |
| TAP Consulting LLC |
69,732 |
63,431 |
-6,301 |
-9.04% |
| Mutual Advisors LLC |
127,972 |
116,684 |
-11,288 |
-8.82% |
| Sage Financial Group Inc. |
6,995 |
6,381 |
-614 |
-8.78% |
| Modus Advisors LLC |
11,735 |
10,724 |
-1,011 |
-8.62% |
| Kiley Juergens Wealth Management LLC |
25,178 |
23,019 |
-2,159 |
-8.57% |
| Blackhawk Capital Partners LLC. |
32,759 |
29,965 |
-2,794 |
-8.53% |
| Proequities Inc. |
5,302 |
4,850 |
-452 |
-8.53% |
| Compass Financial Group INC SD |
8,210 |
7,536 |
-674 |
-8.21% |
| Jamison Private Wealth Management Inc. |
1,070 |
985 |
-85 |
-7.94% |
| Friedenthal Financial |
1,562 |
1,444 |
-118 |
-7.55% |
| Signature Resources Capital Management LLC |
19,163 |
17,766 |
-1,397 |
-7.29% |
| Benjamin Edwards Inc. |
22,585 |
20,964 |
-1,621 |
-7.18% |
| Private Trust Co. NA |
12,283 |
11,421 |
-862 |
-7.02% |
| Lewis Asset Management LLC |
27,658 |
25,751 |
-1,907 |
-6.89% |
| Market Street Wealth Management Advisors LLC |
18,130 |
16,922 |
-1,208 |
-6.66% |
| Pinnacle Associates Ltd. |
24,261 |
22,703 |
-1,558 |
-6.42% |
| BSW Wealth Partners |
78,309 |
73,357 |
-4,952 |
-6.32% |
| Geneos Wealth Management Inc. |
13,116 |
12,288 |
-828 |
-6.31% |
| Joseph P. Lucia & Associates LLC |
5,957 |
5,582 |
-375 |
-6.30% |
| PDS Planning Inc |
6,615 |
6,198 |
-417 |
-6.30% |
| Salem Investment Counselors Inc. |
103,305 |
96,819 |
-6,486 |
-6.28% |
| Bowman & Co S.C. |
11,067 |
10,392 |
-675 |
-6.10% |
| Capital Advisors Inc. OK |
1,017,570 |
955,939 |
-61,631 |
-6.06% |
| Parkside Financial Bank & Trust |
9,346 |
8,827 |
-519 |
-5.55% |
| Financial Advocates Investment Management |
10,735 |
10,142 |
-593 |
-5.52% |
| Cornerstone Wealth Advisors Inc. |
276,330 |
261,132 |
-15,198 |
-5.50% |
| Global Retirement Partners LLC |
53,603 |
50,714 |
-2,889 |
-5.39% |
| Sage Mountain Advisors LLC |
14,773 |
14,000 |
-773 |
-5.23% |
| Wealth Enhancement Advisory Services LLC |
4,227,311 |
4,010,715 |
-216,596 |
-5.12% |
| Ironwood Financial llc |
21,715 |
20,677 |
-1,038 |
-4.78% |
| Burkett Financial Services LLC |
57,012 |
54,303 |
-2,709 |
-4.75% |
| Lathrop Investment Management Corp |
7,338 |
7,000 |
-338 |
-4.61% |
| Moisand Fitzgerald Tamayo LLC |
75,893 |
72,466 |
-3,427 |
-4.52% |
| Sunburst Financial Group LLC |
49,137 |
47,084 |
-2,053 |
-4.18% |
| WealthShield Partners LLC |
535,456 |
513,132 |
-22,324 |
-4.17% |
| Hartline Investment Corp |
6,185 |
5,932 |
-253 |
-4.09% |
| Libra Wealth LLC |
338,601 |
325,191 |
-13,410 |
-3.96% |
| HB Wealth Management LLC |
695,975 |
669,066 |
-26,909 |
-3.87% |
| Silver Oak Advisory Group Inc. |
11,469 |
11,034 |
-435 |
-3.79% |
| CVA Family Office LLC |
94,000 |
90,591 |
-3,409 |
-3.63% |
| Peak Financial Management Inc. |
90,965 |
87,775 |
-3,190 |
-3.51% |
| Whitcomb & Hess Inc. |
53,412 |
51,550 |
-1,862 |
-3.49% |
| Pathway Financial Advisors LLC |
15,275 |
14,744 |
-531 |
-3.48% |
| Gradient Capital Advisors LLC |
266,549 |
257,361 |
-9,188 |
-3.45% |
| Leverty Financial Group LLC |
783,415 |
756,820 |
-26,595 |
-3.39% |
| Darrow Company Inc. |
9,693 |
9,367 |
-326 |
-3.36% |
| CCG Wealth Management LLC |
322,584 |
311,866 |
-10,718 |
-3.32% |
| Elwood & Goetz Wealth Advisory Group LLC |
197,231 |
190,776 |
-6,455 |
-3.27% |
| Callan Capital LLC |
2,104,001 |
2,037,025 |
-66,976 |
-3.18% |
| Acorn Wealth Advisors LLC |
26,439 |
25,615 |
-824 |
-3.12% |
| Smallwood Wealth Investment Management LLC |
31,871 |
30,914 |
-957 |
-3.00% |
| Legacy Private Trust Co. |
377,533 |
366,352 |
-11,181 |
-2.96% |
| Strategic Financial Planning Inc. |
113,151 |
109,890 |
-3,261 |
-2.88% |
| West Paces Advisors Inc. |
48,085 |
46,750 |
-1,335 |
-2.78% |
| JFS Wealth Advisors LLC |
212,307 |
206,506 |
-5,801 |
-2.73% |
| Ritholtz Wealth Management |
7,798 |
7,589 |
-209 |
-2.68% |
| Mayfair Advisory Group LLC |
6,932 |
6,750 |
-182 |
-2.63% |
| Mather Group LLC. |
15,099 |
14,702 |
-397 |
-2.63% |
| Klingenstein Fields & Co. LP |
878,322 |
855,291 |
-23,031 |
-2.62% |
| PrairieView Partners LLC |
79,681 |
77,620 |
-2,061 |
-2.59% |
| Kohmann Bosshard Financial Services LLC |
168,125 |
163,824 |
-4,301 |
-2.56% |
| Csenge Advisory Group |
44,238 |
43,129 |
-1,109 |
-2.51% |
| American Financial Advisors LLC |
75,300 |
73,417 |
-1,883 |
-2.50% |
| Congress Wealth Management LLC DE |
129,864 |
126,789 |
-3,075 |
-2.37% |
| Johnson Bixby & Associates LLC |
63,681 |
62,197 |
-1,484 |
-2.33% |
| Macroview Investment Management LLC |
6,979 |
6,817 |
-162 |
-2.32% |
| YHB Investment Advisors Inc. |
5,933 |
5,798 |
-135 |
-2.28% |
| REDW Wealth LLC |
36,592 |
35,762 |
-830 |
-2.27% |
| Upper Left Wealth Management LLC |
101,350 |
99,072 |
-2,278 |
-2.25% |
| Walkner Condon Financial Advisors LLC |
5,515 |
5,392 |
-123 |
-2.23% |
| AMI Investment Management Inc. |
53,773 |
52,617 |
-1,156 |
-2.15% |
| Benjamin F. Edwards & Company Inc. |
1,998,153 |
1,956,216 |
-41,937 |
-2.10% |
| RSM US Wealth Management LLC |
1,751,867 |
1,715,880 |
-35,987 |
-2.05% |
| Evolution Advisers Inc. |
6,275 |
6,152 |
-123 |
-1.96% |
| MorganRosel Wealth Management LLC |
612,078 |
600,126 |
-11,952 |
-1.95% |
| AdvisorNet Financial Inc |
85,325 |
83,672 |
-1,653 |
-1.94% |
| Krilogy Financial LLC |
834,705 |
818,717 |
-15,988 |
-1.92% |
| Schoolcraft Capital LLC |
9,852 |
9,664 |
-188 |
-1.91% |
| DAVENPORT & Co LLC |
10,489 |
10,289 |
-200 |
-1.91% |
| Lindbrook Capital LLC |
1,687 |
1,655 |
-32 |
-1.90% |
| Goelzer Investment Management Inc. |
1,054,713 |
1,035,106 |
-19,607 |
-1.86% |
| Successful Portfolios LLC |
21,967 |
21,567 |
-400 |
-1.82% |
| Ironwood Wealth Management LLC. |
92,619 |
90,982 |
-1,637 |
-1.77% |
| Guardian Financial Partners LLC |
346,504 |
340,491 |
-6,013 |
-1.74% |
| American Capital Advisory LLC |
807 |
793 |
-14 |
-1.73% |
| Safeguard Financial LLC |
19,288 |
18,969 |
-319 |
-1.65% |
| RBA Wealth Management LLC |
6,247 |
6,144 |
-103 |
-1.65% |
| Diversified Investment Strategies LLC |
38,207 |
37,584 |
-623 |
-1.63% |
| Evensky & Katz LLC |
75,199 |
74,000 |
-1,199 |
-1.59% |
| Transform Wealth LLC |
32,563 |
32,080 |
-483 |
-1.48% |
| Five Oceans Advisors |
116,543 |
114,852 |
-1,691 |
-1.45% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
30,862 |
30,427 |
-435 |
-1.41% |
| Pinnacle Bank |
2,801 |
2,762 |
-39 |
-1.39% |
| KMG Fiduciary Partners LLC |
38,981 |
38,461 |
-520 |
-1.33% |
| Legacy Bridge LLC |
14,535 |
14,343 |
-192 |
-1.32% |
| NBT Bank N A NY |
114,093 |
112,617 |
-1,476 |
-1.29% |
| Allworth Financial LP |
169,327 |
167,183 |
-2,144 |
-1.27% |
| CAPROCK Group Inc. |
53,861 |
53,205 |
-656 |
-1.22% |
| Howard Financial Services LTD. |
67,465 |
66,650 |
-815 |
-1.21% |
| Omega Financial Group LLC |
65,684 |
64,912 |
-772 |
-1.18% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
88,368 |
87,335 |
-1,033 |
-1.17% |
| Oak Family Advisors LLC |
37,653 |
37,228 |
-425 |
-1.13% |
| Kathmere Capital Management LLC |
191,654 |
189,536 |
-2,118 |
-1.11% |
| Curbstone Financial Management Corp |
391,579 |
387,229 |
-4,350 |
-1.11% |
| Total Clarity Wealth Management Inc. |
16,081 |
15,905 |
-176 |
-1.09% |
| Financial Advisory Service Inc. |
39,652 |
39,219 |
-433 |
-1.09% |
| Lakeridge Wealth Management LLC |
6,290 |
6,225 |
-65 |
-1.03% |
| Northwest Capital Management Inc |
176,082 |
174,276 |
-1,806 |
-1.03% |
| Castle Wealth Management LLC |
16,674 |
16,504 |
-170 |
-1.02% |
| Planning Alternatives Ltd. ADV |
388,185 |
384,332 |
-3,853 |
-0.99% |
| Murphy Middleton Hinkle & Parker Inc. |
22,470 |
22,251 |
-219 |
-0.97% |
| Mainstay Capital Management LLC ADV |
9,155 |
9,067 |
-88 |
-0.96% |
| Myecfo LLC |
352,351 |
349,028 |
-3,323 |
-0.94% |
| Spinnaker Investment Group LLC |
38,073 |
37,715 |
-358 |
-0.94% |
| Patriot Investment Management Inc. |
283,363 |
280,693 |
-2,670 |
-0.94% |
| Aspen Investment Management Inc |
39,342 |
38,971 |
-371 |
-0.94% |
| Apella Capital LLC |
30,686 |
30,404 |
-282 |
-0.92% |
| SeaCrest Wealth Management LLC |
102,043 |
101,100 |
-943 |
-0.92% |
| Asset Dedication LLC |
30,813 |
30,545 |
-268 |
-0.87% |
| Intelligence Driven Advisers LLC |
46,035 |
45,654 |
-381 |
-0.83% |
| Pegasus Asset Management Inc. |
7,309 |
7,249 |
-60 |
-0.82% |
| Curtis Advisory Group LLC |
94,491 |
93,737 |
-754 |
-0.80% |
| Retirement Planning Group |
150,987 |
149,774 |
-1,213 |
-0.80% |
| Abacus Planning Group Inc. |
34,767 |
34,505 |
-262 |
-0.75% |
| Bristlecone Advisors LLC |
345,618 |
343,067 |
-2,551 |
-0.74% |
| First National Corp MA ADV |
218,603 |
216,985 |
-1,618 |
-0.74% |
| Global Wealth Strategies & Associates |
298 |
296 |
-2 |
-0.67% |
| Great Waters Wealth Management |
33,470 |
33,249 |
-221 |
-0.66% |
| Private Ocean LLC |
11,738 |
11,667 |
-71 |
-0.60% |
| Private Capital Management LLC |
47,839 |
47,557 |
-282 |
-0.59% |
| Acropolis Investment Management LLC |
115,110 |
114,440 |
-670 |
-0.58% |
| Embree Financial Group |
71,182 |
70,773 |
-409 |
-0.57% |
| McKinley Carter Wealth Services Inc. |
222,993 |
221,736 |
-1,257 |
-0.56% |
| Bogart Wealth LLC |
298,396 |
296,885 |
-1,511 |
-0.51% |
| Smithbridge Asset Management Inc. DE |
12,056 |
11,997 |
-59 |
-0.49% |
| Brand Asset Management Group Inc. |
272,475 |
271,165 |
-1,310 |
-0.48% |
| Alliance Wealth Management Group |
418,211 |
416,186 |
-2,025 |
-0.48% |
| Seaside Wealth Management Inc. |
55,415 |
55,163 |
-252 |
-0.45% |
| Northwest Investment Counselors LLC |
619,520 |
616,861 |
-2,659 |
-0.43% |
| Global Strategic Investment Solutions LLC |
81,085 |
80,742 |
-343 |
-0.42% |
| Greenhouse Wealth Management LLC |
34,086 |
33,956 |
-130 |
-0.38% |
| SWS Partners |
288,029 |
286,929 |
-1,100 |
-0.38% |
| GHP Investment Advisors Inc. |
586,265 |
584,174 |
-2,091 |
-0.36% |
| Cambridge Advisors Inc. |
40,964 |
40,824 |
-140 |
-0.34% |
| Simon Quick Advisors LLC |
15,336 |
15,286 |
-50 |
-0.33% |
| AHL Investment Management Inc. |
53,296 |
53,140 |
-156 |
-0.29% |
| Arcataur Capital Management LLC |
68,961 |
68,769 |
-192 |
-0.28% |
| Hurlow Wealth Management Group Inc. |
28,833 |
28,756 |
-77 |
-0.27% |
| Morton Brown Family Wealth LLC |
6,200 |
6,184 |
-16 |
-0.26% |
| Riversedge Advisors LLC |
572,176 |
570,692 |
-1,484 |
-0.26% |
| Noble Family Wealth LLC |
277,297 |
276,644 |
-653 |
-0.24% |
| Tempus Wealth Planning LLC |
77,440 |
77,264 |
-176 |
-0.23% |
| Hanson & Doremus Investment Management |
332,467 |
331,737 |
-730 |
-0.22% |
| Newman Dignan & Sheerar Inc. |
149,824 |
149,514 |
-310 |
-0.21% |
| Brickley Wealth Management |
34,998 |
34,937 |
-61 |
-0.17% |
| Pure Financial Advisors Inc. |
88,004 |
87,909 |
-95 |
-0.11% |
| Twelve Points Wealth Management LLC |
7,253 |
7,246 |
-7 |
-0.10% |
| Retirement Group LLC |
24,225 |
24,209 |
-16 |
-0.07% |
| Woodmont Investment Counsel LLC |
87,150 |
87,091 |
-59 |
-0.07% |
| waypoint wealth counsel |
15,874 |
15,866 |
-8 |
-0.05% |
| BOK Financial Private Wealth Inc. |
162,980 |
162,909 |
-71 |
-0.04% |
| Family Investment Center Inc. |
8,718 |
8,716 |
-2 |
-0.02% |
| Bishop & Co Investment Management LLC |
143,265 |
143,239 |
-26 |
-0.02% |
| 13F Filers Exiting SCHF |
|---|
| Planning Capital Management Corp |
129 |
0 |
-129 |
-100.00% |
| Sprinkle Financial Consultants LLC |
6,412 |
0 |
-6,412 |
-100.00% |
| Bruce G. Allen Investments LLC |
242 |
0 |
-242 |
-100.00% |
| Financial Perspectives Inc |
769 |
0 |
-769 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
245 |
0 |
-245 |
-100.00% |
| New England Capital Financial Advisors LLC |
2,365 |
0 |
-2,365 |
-100.00% |
| Joule Financial LLC |
11,316 |
0 |
-11,316 |
-100.00% |
| Oak Harbor Wealth Partners LLC |
1,502 |
0 |
-1,502 |
-100.00% |
| Ulland Investment Advisors LLC |
30 |
0 |
-30 |
-100.00% |
| Granite Bay Wealth Management LLC |
97,542 |
0 |
-97,542 |
-100.00% |
| Life Planning Partners Inc |
1,579 |
0 |
-1,579 |
-100.00% |
| Level Financial Advisors Inc. |
570 |
0 |
-570 |
-100.00% |
| Bradley & Co. Private Wealth Management LLC |
260 |
0 |
-260 |
-100.00% |
| Koss Olinger Consulting LLC |
35,533 |
0 |
-35,533 |
-100.00% |
| RWM Asset Management LLC |
8,457 |
0 |
-8,457 |
-100.00% |
| McClarren Financial Advisors Inc. |
4,189 |
0 |
-4,189 |
-100.00% |
| Capital CS Group LLC |
6,059 |
0 |
-6,059 |
-100.00% |
| Tennessee Valley Asset Management Partners |
292 |
0 |
-292 |
-100.00% |
| Advisor Resource Council |
91,289 |
0 |
-91,289 |
-100.00% |
| Sunflower Bank N.A. |
9,378 |
0 |
-9,378 |
-100.00% |
| Lloyd Advisory Services LLC. |
10,771 |
0 |
-10,771 |
-100.00% |
| Tsfg LLC |
23 |
0 |
-23 |
-100.00% |
| UMA Financial Services Inc. |
6,113 |
0 |
-6,113 |
-100.00% |
| LexAurum Advisors LLC |
5,899 |
0 |
-5,899 |
-100.00% |
| BlueSky Wealth Advisors LLC |
566,503 |
0 |
-566,503 |
-100.00% |
| Ridgewood Investments LLC |
7,578 |
0 |
-7,578 |
-100.00% |
| Meridian Wealth Management LLC |
241,793 |
0 |
-241,793 |
-100.00% |
| Fort Pitt Capital Group LLC |
42,370 |
0 |
-42,370 |
-100.00% |
| Proficio Capital Partners LLC |
32,014 |
0 |
-32,014 |
-100.00% |
| Beacon Capital Management Inc. |
19 |
0 |
-19 |
-100.00% |
| Raub Brock Capital Management LP |
5,430 |
0 |
-5,430 |
-100.00% |
| B & T Capital Management DBA Alpha Capital Management |
6,493 |
0 |
-6,493 |
-100.00% |
| Bourgeon Capital Management LLC |
170 |
0 |
-170 |
-100.00% |
| Bell Bank |
7,764 |
0 |
-7,764 |
-100.00% |
| Bank Hapoalim BM |
362,000 |
0 |
-362,000 |
-100.00% |
| NBC Securities Inc. |
414 |
0 |
-414 |
-100.00% |
See Summary: Institutional Holders of SCHF
See Details: Top 10 Hedge Funds Holding SCHF
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