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STOCK TICKER:
Schwab U.S. REIT ETF   (ticker: SCHH)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Bangor Savings Bank 173,469 165,950 5% 2020-03-31
LifePlan Financial Group, Inc 340 323 5% 2020-03-31
Lenox Wealth Advisors, Inc. 4 4 No Change 2020-03-31
Charles Schwab Investment Advisory, Inc. 27,644,854 26,213,055 5% 2019-12-31
Creative Planning 13,711,725 14,142,855 3% 2019-12-31
Financial Engines Advisors L.L.C. 10,125,577 8,897,711 14% 2019-12-31
US BANCORP DE 3,378,769 3,069,002 10% 2019-12-31
JONES FINANCIAL COMPANIES LLLP 3,276,218 3,200,223 2% 2019-12-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1,940,306 1,584,921 22% 2019-12-31
Matrix Trust Co 1,069,337 1,116,896 4% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 967,631 8,733,176 89% 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 876,849 759,953 15% 2019-12-31
Fund Evaluation Group, LLC 848,918 899,283 6% 2019-12-31
ALESCO ADVISORS LLC 789,615 784,827 1% 2019-12-31
AMERIPRISE FINANCIAL INC 607,664 1,036,958 41% 2019-12-31
Catalyst Capital Advisors LLC 482,891 459,227 5% 2019-12-31
Millburn Ridgefield Corp 482,891 459,227 5% 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 396,650 412,063 4% 2019-12-31
FOSTER & MOTLEY INC 383,285 373,994 2% 2019-12-31
PIERSHALE FINANCIAL GROUP, INC. 352,217 430,716 18% 2019-12-31
Whitnell & Co. 331,257 335,775 1% 2019-12-31
WELLS FARGO & CO/MN 316,573 308,688 3% 2019-12-31
CITIZENS & NORTHERN CORP 278,420 268,261 4% 2019-12-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 247,543 0 New Buy 2019-12-31
Relaxing Retirement Coach 236,899 238,959 1% 2019-12-31
Moisand Fitzgerald Tamayo, LLC 231,144 231,556 0% 2019-12-31
Kohmann Bosshard Financial Services, LLC 213,155 205,234 4% 2019-12-31
JBJ Investment Partners, LLC 213,015 206,903 3% 2019-12-31
Premise Capital, LLC 211,194 214,152 1% 2019-12-31
MORGAN STANLEY 207,205 195,817 6% 2019-12-31
Cypress Capital, LLC 201,039 188,558 7% 2019-12-31
HBK Sorce Advisory LLC 198,487 200,622 1% 2019-12-31
Wealthfront Advisers LLC 197,967 198,612 0% 2019-12-31
Northwest Quadrant Wealth Management, LLC 194,869 204,733 5% 2019-12-31
Brand Asset Management Group, Inc. 190,254 187,097 2% 2019-12-31
BlueSky Wealth Advisors, LLC 187,956 187,112 0% 2019-12-31
Raymond James Financial Services Advisors, Inc. 186,435 174,184 7% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 175,067 175,507 0% 2019-12-31
Evensky & Katz, Inc. 172,337 176,238 2% 2019-12-31
Omega Financial Group, LLC 171,956 168,214 2% 2019-12-31
Truepoint, Inc. 169,497 171,255 1% 2019-12-31
Change Path, LLC 31,296 29,664 6% 2019-12-31
ROYAL BANK OF CANADA 160,849 0 New Buy 2019-12-31
MONEYWISE, INC. 159,944 0 New Buy 2019-12-31
JMG Financial Group, Ltd. 159,444 154,841 3% 2019-12-31
Allianz Asset Management AG 159,288 0 New Buy 2019-12-31
Strategic Financial Planning, Inc. 158,922 0 New Buy 2019-12-31
Gemmer Asset Management LLC 146,451 140,795 4% 2019-12-31
BANK OF AMERICA CORP /DE/ 138,262 127,418 9% 2019-12-31
FIRST HAWAIIAN BANK 134,825 135,676 1% 2019-12-31
Courage Miller Partners, LLC 132,621 130,643 2% 2019-12-31
Tanglewood Wealth Management, Inc. 132,084 126,680 4% 2019-12-31
Global Strategic Investment Solutions, LLC 98,979 139,323 29% 2019-12-31
Bank of New York Mellon CORP 124,777 73,856 69% 2019-12-31
Aurora Investment Managers, LLC. 119,955 0 New Buy 2019-12-31
Stratford Consulting, LLC 116,204 116,725 0% 2019-12-31
LVW Advisors, LLC 115,624 124,280 7% 2019-12-31
Pinkerton Retirement Specialists, LLC 114,715 136,467 16% 2019-12-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 112,673 133,782 16% 2019-12-31
Armbruster Capital Management, Inc. 110,052 109,797 0% 2019-12-31
FIRST MERCANTILE TRUST CO 109,391 106,786 2% 2019-12-31
Advisor Group, Inc. 108,654 192,885 44% 2019-12-31
HighTower Advisors, LLC 103,395 91,292 13% 2019-12-31
LPL Financial CORP 102,605 87,408 17% 2019-12-31
CLS INVESTMENT FIRM, LLC 101,395 100,000 1% 2019-12-31
Milestone Group, Inc. 96,862 99,608 3% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 95,721 162,400 41% 2019-12-31
Charles Schwab Trust Co 94,417 84,732 11% 2019-12-31
Morningstar Investment Services, Inc. 94,360 0 New Buy 2019-12-31
Interactive Financial Advisors 91,811 79,294 16% 2019-12-31
Ascension Capital Advisors, Inc. 89,862 0 New Buy 2019-12-31
Gladstone Institutional Advisory LLC 86,363 85,070 2% 2019-12-31
BerganKDV Wealth Management, LLC 83,510 82,711 1% 2019-12-31
Financial Advocates Investment Management 81,416 79,025 3% 2019-12-31
Susquehanna International Group, LLP 81,138 113,789 29% 2019-12-31
Almanack Investment Partners, LLC. 78,170 70,655 11% 2019-12-31
HPM Partners LLC 77,414 0 New Buy 2019-12-31
APPLETON PARTNERS INC/MA 75,030 74,688 0% 2019-12-31
FormulaFolio Investments, LLC 74,017 72,640 2% 2019-12-31
MARSHALL FINANCIAL GROUP INC /ADV 70,877 65,959 7% 2019-12-31
Adams Chetwood Wealth Management LLC 70,621 0 New Buy 2019-12-31
Jordan Park Group LLC 69,566 69,690 0% 2019-12-31
BB&T CORP 66,520 0 New Buy 2019-12-31
Patriot Investment Management Inc. 65,615 66,147 1% 2019-12-31
Prime Capital Investment Advisors, LLC 64,182 102,757 38% 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 63,626 52,503 21% 2019-12-31
MML INVESTORS SERVICES, LLC 62,654 50,755 23% 2019-12-31
Garde Capital, Inc. 62,138 59,934 4% 2019-12-31
Blueprint Investment Partners LLC 62,023 0 New Buy 2019-12-31
HAP Trading, LLC 61,618 61,163 1% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61,242 38,832 58% 2019-12-31
WT Wealth Management 59,998 55,578 8% 2019-12-31
Roundview Capital LLC 59,952 58,831 2% 2019-12-31
Madden Advisory Services, Inc. 59,631 34,442 73% 2019-12-31
QS Investors, LLC 58,628 59,709 2% 2019-12-31
Advisory Alpha, LLC 58,284 57,723 1% 2019-12-31
Gradient Capital Advisors, LLC 58,028 57,156 2% 2019-12-31
Advisory Services Network, LLC 56,167 43,313 30% 2019-12-31
Janney Montgomery Scott LLC 56,074 55,528 1% 2019-12-31
Stratos Wealth Advisors, LLC 55,816 62,926 11% 2019-12-31
Danda Trouve Investment Management, Inc. 55,284 0 New Buy 2019-12-31
Sensible Financial Planning & Management, LLC. 54,104 47,273 14% 2019-12-31
IBEX WEALTH ADVISORS 53,541 0 New Buy 2019-12-31
Apollon Wealth Management, LLC 53,146 48,048 11% 2019-12-31
SMITH, MOORE & CO. 53,064 51,417 3% 2019-12-31
Private Advisor Group, LLC 51,198 48,762 5% 2019-12-31
Phocas Financial CORP 51,116 51,141 0% 2019-12-31
Friedenthal Financial 48,011 48,706 1% 2019-12-31
361 CAPITAL LLC 47,579 44,065 8% 2019-12-31
Mariner Wealth Advisors, LLC 46,810 44,031 6% 2019-12-31
Chicago Partners Investment Group LLC 46,608 46,519 0% 2019-12-31
Cambria Investment Management, L.P. 45,099 43,181 4% 2019-12-31
DiMeo Schneider & Associates, L.L.C. 43,867 32,964 33% 2019-12-31
SeaCrest Wealth Management, LLC 42,807 40,080 7% 2019-12-31
Centric Wealth Management 42,346 54,285 22% 2019-12-31
Coconut Grove Bank 41,949 39,150 7% 2019-12-31
MISSION WEALTH MANAGEMENT, LLC 40,440 43,958 8% 2019-12-31
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 39,470 39,446 0% 2019-12-31
Yale Capital CORP 39,080 39,078 0% 2019-12-31
Sculati Wealth Management, LLC 38,363 0 New Buy 2019-12-31
Betterment LLC 37,020 18,798 97% 2019-12-31
BALLAST ADVISORS LLC 37,007 0 New Buy 2019-12-31
Pinnacle Advisory Group, Inc. 36,980 33,750 10% 2019-12-31
BLAIR WILLIAM & CO/IL 36,723 35,528 3% 2019-12-31
MANCHESTER FINANCIAL INC 35,600 35,046 2% 2019-12-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 35,225 34,500 2% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 34,916 31,659 10% 2019-12-31
MANAGED ACCOUNT SERVICES INC 34,223 39,441 13% 2019-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 34,171 34,171 No Change 2019-12-31
UBS Group AG 33,891 28,637 18% 2019-12-31
Strategic Family Wealth Counselors, L.L.C. 33,721 33,711 0% 2019-12-31
Landmark Financial Advisors, LLC 33,572 37,794 11% 2019-12-31
Laurel Wealth Advisors, Inc. 33,392 6,826 389% 2019-12-31
Stokes Capital Advisors, LLC 32,685 28,321 15% 2019-12-31
J P MORGAN CHASE & CO 32,655 32,372 1% 2019-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 31,175 31,245 0% 2019-12-31
Morningstar Investment Management LLC 31,041 84,612 63% 2019-12-31
AE Wealth Management LLC 31,013 28,840 8% 2019-12-31
TRILLIUM ASSET MANAGEMENT CORP 31,010 28,810 8% 2019-12-31
Cambridge Advisors Inc. 30,605 27,693 11% 2019-12-31
CLEAR INVESTMENT RESEARCH, LLC 30,004 2,715 1,005% 2019-12-31
Reitz Capital Advisors LLC 29,519 28,917 2% 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 29,185 27,772 5% 2019-12-31
Aprio Wealth Management, LLC 29,026 0 New Buy 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 28,845 28,845 No Change 2019-12-31
Curbstone Financial Management Corp 27,950 27,950 No Change 2019-12-31
GeoWealth Management, LLC 27,900 107,876 74% 2019-12-31
Emery Howard Portfolio Management, Inc. 27,006 27,167 1% 2019-12-31
VISTA CAPITAL PARTNERS, INC. 26,172 27,344 4% 2019-12-31
Providence Wealth Advisors, LLC 25,096 13,795 82% 2019-12-31
BFSG, LLC 24,719 17,831 39% 2019-12-31
WOLVERINE TRADING, LLC 24,378 0 New Buy 2019-12-31
HHM Wealth Advisors, LLC 23,034 21,409 8% 2019-12-31
Tradewinds Capital Management, LLC 22,620 22,451 1% 2019-12-31
Marquette Asset Management Inc. 22,111 22,111 No Change 2019-12-31
ASPIRIANT, LLC 21,838 22,906 5% 2019-12-31
Koshinski Asset Management, Inc. 21,761 16,503 32% 2019-12-31
D.B. Root & Company, LLC 21,300 20,120 6% 2019-12-31
Tower Research Capital LLC 20,779 1,895 997% 2019-12-31
REDW Stanley Financial Advisors LLC 20,520 16,523 24% 2019-12-31
Black Diamond Financial, LLC 19,805 21,641 8% 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 19,539 13,415 46% 2019-12-31
IFG Advisors, LLC 19,218 18,138 6% 2019-12-31
Multi-Financial Securities Corp 18,799 19,963 6% 2019-12-31
STIFEL FINANCIAL CORP 1,364 1,364 No Change 2019-12-31
BCS Wealth Management 18,422 0 New Buy 2019-12-31
AdvicePeriod, LLC 18,346 18,311 0% 2019-12-31
Efficient Advisors, LLC 18,080 22,390 19% 2019-12-31
David R. Rahn & Associates Inc. 17,986 19,827 9% 2019-12-31
MAI Wealth Advisors 17,256 10,700 61% 2019-12-31
BAILARD, INC. 16,641 16,791 1% 2019-12-31
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 16,265 16,510 1% 2019-12-31
H D Vest Advisory Services 15,775 0 New Buy 2019-12-31
PFG Advisors 15,665 15,122 4% 2019-12-31
3D ASSET MANAGEMENT INC 15,114 15,353 2% 2019-12-31
Curtis Advisory Group, LLC 15,090 0 New Buy 2019-12-31
CAPITAL INSIGHT PARTNERS, LLC 14,975 0 New Buy 2019-12-31
Hurlow Wealth Management Group, Inc. 14,947 15,979 6% 2019-12-31
Loveless Wealth Management LLC 14,721 0 New Buy 2019-12-31
LifeSteps Financial, Inc. 14,234 0 New Buy 2019-12-31
ProVise Management Group, LLC 14,144 13,696 3% 2019-12-31
Gradient Investments LLC 14,026 13,715 2% 2019-12-31
STATE STREET CORP 13,931 13,824 1% 2019-12-31
Advisors Preferred, LLC 13,670 0 New Buy 2019-12-31
Sawtooth Asset Management, Inc. 13,490 13,133 3% 2019-12-31
Baldrige Asset Management LLC 13,449 12,913 4% 2019-12-31
FC Advisory LLC 13,417 11,899 13% 2019-12-31
Jentner Corp 13,060 13,067 0% 2019-12-31
RAYMOND JAMES & ASSOCIATES 12,918 14,087 8% 2019-12-31
ATRIA INVESTMENTS LLC 12,723 26,246 52% 2019-12-31
Anavon Capital LLP 12,700 0 New Buy 2019-12-31
HoyleCohen, LLC 12,687 12,672 0% 2019-12-31
Allen Capital Group, LLC 12,388 13,753 10% 2019-12-31
GREENLEAF TRUST 12,221 11,376 7% 2019-12-31
SigFig Wealth Management, LLC 12,190 12,732 4% 2019-12-31
Bigelow Investment Advisors, LLC 12,117 16,444 26% 2019-12-31
Cutler Group LP 0 1,599 Sold Out 2019-12-31
AdvisorNet Financial, Inc 11,593 11,214 3% 2019-12-31
Liberty Capital Management, Inc. 11,456 11,845 3% 2019-12-31
Bridgeworth, LLC 11,436 12,122 6% 2019-12-31
Palisades Hudson Asset Management, L.P. 11,304 11,248 0% 2019-12-31
Alpha Omega Wealth Management LLC 11,190 11,189 0% 2019-12-31
Empirical Financial Services, LLC 10,953 12,525 13% 2019-12-31
BECK MACK & OLIVER LLC 10,750 10,750 No Change 2019-12-31
Peak Financial Management, Inc. 10,715 10,480 2% 2019-12-31
Principle Wealth Partners LLC 0 10,411 Sold Out 2019-12-31
GILL CAPITAL PARTNERS, LLC 9,970 0 New Buy 2019-12-31
ALTFEST L J & CO INC 9,884 9,746 1% 2019-12-31
Kingfisher Capital LLC 9,705 9,777 1% 2019-12-31
Regis Management CO LLC 9,254 9,254 No Change 2019-12-31
Asset Management Group, Inc. 8,967 9,546 6% 2019-12-31
Vista Wealth Management Group, LLC 8,791 0 New Buy 2019-12-31
FineMark National Bank & Trust 8,739 0 New Buy 2019-12-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,654 0 New Buy 2019-12-31
NORTH STAR ASSET MANAGEMENT INC 8,449 8,649 2% 2019-12-31
TAP Consulting, LLC 8,436 8,409 0% 2019-12-31
Buckingham Asset Management, LLC 8,428 8,611 2% 2019-12-31
Merriman Wealth Management, LLC 8,384 8,335 1% 2019-12-31
Perigon Wealth Management, LLC 8,319 0 New Buy 2019-12-31
Acorn Wealth Advisors, LLC 8,224 8,418 2% 2019-12-31
Pinnacle Family Advisors, LLC 8,036 8,225 2% 2019-12-31
Slow Capital, Inc. 7,938 7,984 1% 2019-12-31
National Asset Management, Inc. 7,708 7,454 3% 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 992 1,102 10% 2019-12-31
InterOcean Capital, LLC 7,647 0 New Buy 2019-12-31
Valeo Financial Advisors, LLC 7,622 348 2,090% 2019-12-31
UMB BANK N A/MO 7,593 0 New Buy 2019-12-31
CWA Asset Management Group, LLC 7,570 7,435 2% 2019-12-31
INTRUST BANK NA 7,552 7,552 No Change 2019-12-31
Money Matters Financial Group Inc 7,549 0 New Buy 2019-12-31
HENGEHOLD CAPITAL MANAGEMENT LLC 7,391 8,246 10% 2019-12-31
WAYNE HUMMER ASSET MANAGEMENT CO 7,222 6,400 13% 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,158 7,713 7% 2019-12-31
Newman Dignan & Sheerar, Inc. 7,146 6,664 7% 2019-12-31
BRIDGES INVESTMENT MANAGEMENT INC 7,143 7,143 No Change 2019-12-31
Foster Victor Wealth Advisors, LLC 7,057 6,557 8% 2019-12-31
IEQ CAPITAL, LLC 6,973 0 New Buy 2019-12-31
Beacon Pointe Advisors, LLC 6,944 0 New Buy 2019-12-31
CX Institutional 6,808 6,848 1% 2019-12-31
NOMURA ASSET MANAGEMENT CO LTD 6,799 6,799 No Change 2019-12-31
Harborview Advisors, LLC 6,539 6,272 4% 2019-12-31
Garrison Financial Corp 6,372 0 New Buy 2019-12-31
Wakefield Asset Management LLLP 6,291 6,296 0% 2019-12-31
Equitable Holdings, Inc. 6,193 0 New Buy 2019-12-31
Sequoia Financial Advisors, LLC 6,128 7,536 19% 2019-12-31
BROWN ADVISORY HOLDINGS INC 6,126 6,126 No Change 2019-12-31
HUNTINGTON ASSET ADVISORS, INC. 6,104 5,134 19% 2019-12-31
VERITY Wealth Advisors 5,837 8,307 30% 2019-12-31
Mirador Capital Partners LP 5,706 0 New Buy 2019-12-31
Sigma Planning Corp 5,684 6,103 7% 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 5,625 5,376 5% 2019-12-31
SJA Financial Advisory, LLC 5,613 5,508 2% 2019-12-31
Integrated Advisors Network LLC 5,433 0 New Buy 2019-12-31
Penobscot Investment Management Company, Inc. 5,360 5,610 4% 2019-12-31
Princeton Global Asset Management LLC 5,169 4,964 4% 2019-12-31
Alaska Permanent Capital Management 4,955 0 New Buy 2019-12-31
APCM Wealth Management for Individuals 4,955 0 New Buy 2019-12-31
Sowell Financial Services LLC 4,877 6,095 20% 2019-12-31
MYCIO WEALTH PARTNERS, LLC 4,715 2,538 86% 2019-12-31
Renaissance Technologies(Jim Simons) 4,700 0 New Buy 2019-12-31
McMahon Financial Advisors, LLC 4,634 4,730 2% 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 4,621 0 New Buy 2019-12-31
Evanson Asset Management, LLC 4,581 4,517 1% 2019-12-31
Dynamic Advisors Solutions LLC 4,448 4,383 1% 2019-12-31
West Oak Capital, LLC 4,380 4,441 1% 2019-12-31
IFP Advisors, Inc 4,337 4,551 5% 2019-12-31
Barrett Asset Management, LLC 4,150 4,150 No Change 2019-12-31
NEXT Financial Group, Inc 0 6,910 Sold Out 2019-12-31
Roble, Belko & Company, Inc 3,650 3,638 0% 2019-12-31
Lee Financial CORP 3,530 3,645 3% 2019-12-31
CABANA LLC 3,114 0 New Buy 2019-12-31
Financeware, Inc. 3,007 3,004 0% 2019-12-31
Capital Bank & Trust Co 2,914 0 New Buy 2019-12-31
Orion Portfolio Solutions, LLC 2,867 0 New Buy 2019-12-31
Armor Investment Advisors, LLC 2,852 1,854 54% 2019-12-31
Parkside Financial Bank & Trust 2,629 2,138 23% 2019-12-31
Column Capital Advisors, LLC 2,519 0 New Buy 2019-12-31
TRUEWEALTH LLC 2,279 2,259 1% 2019-12-31
FMR LLC 1 1 No Change 2019-12-31
Parallel Advisors, LLC 2,200 3,292 33% 2019-12-31
Larson Financial Group LLC 2,155 2,511 14% 2019-12-31
SVB Wealth Advisory, Inc. 2,117 0 New Buy 2019-12-31
Lakeview Capital Partners, LLC 2,092 0 New Buy 2019-12-31
Front Row Advisors LLC 1,932 1,831 6% 2019-12-31
Wealthcare Advisory Partners LLC 1,870 1,843 1% 2019-12-31
VERUS CAPITAL PARTNERS, LLC 1,660 0 New Buy 2019-12-31
SIGNATUREFD, LLC 1,553 3,648 57% 2019-12-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,536 1,469 5% 2019-12-31
BANK OF MONTREAL /CAN/ 1,515 3,739 59% 2019-12-31
Rocky Mountain Advisers, LLC 1,487 0 New Buy 2019-12-31
Carmichael Hill & Associates, Inc. 1,487 0 New Buy 2019-12-31
Bedel Financial Consulting, Inc. 1,376 1,370 0% 2019-12-31
TOMPKINS FINANCIAL CORP 1,345 1,345 No Change 2019-12-31
Burt Wealth Advisors 1,249 1,249 No Change 2019-12-31
Ambassador Advisors, LLC 1,212 0 New Buy 2019-12-31
Red Cedar Capital, LLC 1,205 1,182 2% 2019-12-31
CWM, LLC 1,201 53 2,166% 2019-12-31
Spectrum Management Group, Inc. 1,201 0 New Buy 2019-12-31
Joseph P. Lucia & Associates, LLC 1,130 1,130 No Change 2019-12-31
Private Ocean, LLC 1,061 1,057 0% 2019-12-31
FIFTH THIRD BANCORP 1,057 845 25% 2019-12-31
Firestone Capital Management 1,000 0 New Buy 2019-12-31
SIMPLEX TRADING, LLC 902 0 New Buy 2019-12-31
Capital Directions Investment Advisors, LLC 869 869 No Change 2019-12-31
Asset Dedication, LLC 856 856 No Change 2019-12-31
TCI Wealth Advisors, Inc. 839 1,280 34% 2019-12-31
NORTHERN TRUST CORP 803 636 26% 2019-12-31
AlphaMark Advisors, LLC 800 800 No Change 2019-12-31
QCI ASSET MANAGEMENT INC/NY 800 800 No Change 2019-12-31
CITIGROUP INC 795 676 18% 2019-12-31
Financial Advisory Service, Inc. 775 0 New Buy 2019-12-31
Rockefeller Capital Management L.P. 59 59 No Change 2019-12-31
OLD SECOND NATIONAL BANK OF AURORA 705 0 New Buy 2019-12-31
Aptus Capital Advisors, LLC 614 538 14% 2019-12-31
Steward Partners Investment Advisory, LLC 588 22 2,573% 2019-12-31
Sugarloaf Wealth Management, LLC 581 0 New Buy 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 578 0 New Buy 2019-12-31
Hudock Moyer Wealth Resources, LLC 575 700 18% 2019-12-31
Sonora Investment Management, LLC 530 518 2% 2019-12-31
Pinnacle Bank 448 448 No Change 2019-12-31
QUADRANT CAPITAL GROUP LLC 397 0 New Buy 2019-12-31
D'Orazio & Associates, Inc. 394 394 No Change 2019-12-31
Capital Investment Advisory Services, LLC 389 389 No Change 2019-12-31
PROEQUITIES, INC. 369 293 26% 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 359 352 2% 2019-12-31
Sandy Spring Bank 350 100 250% 2019-12-31
Weaver Consulting Group 326 326 No Change 2019-12-31
Barnett & Company, Inc. 325 325 No Change 2019-12-31
OPTIMUM INVESTMENT ADVISORS 323 513 37% 2019-12-31
Tortoise Investment Management, LLC 305 305 No Change 2019-12-31
Global Wealth Management Investment Advisory, Inc. 303 407 26% 2019-12-31
VALLEY NATIONAL ADVISERS INC 297 940 68% 2019-12-31
Advanced Asset Management Advisors Inc 280 0 New Buy 2019-12-31
Jackson Hole Capital Partners, LLC 260 260 No Change 2019-12-31
Emerald Investment Partners, LLC 232 232 No Change 2019-12-31
Investors Research Corp 196 196 No Change 2019-12-31
SYNOVUS FINANCIAL CORP 162 0 New Buy 2019-12-31
BENJAMIN EDWARDS INC 157 151 4% 2019-12-31
PSI Advisors, LLC 156 0 New Buy 2019-12-31
Certified Advisory Corp 155 139 12% 2019-12-31
DUNCKER STREETT & CO INC 140 0 New Buy 2019-12-31
Hanson McClain, Inc. 136 11 1,136% 2019-12-31
OPPENHEIMER ASSET MANAGEMENT INC 126 126 No Change 2019-12-31
McIlrath & Eck, LLC 122 0 New Buy 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 116 0 New Buy 2019-12-31
Pflug Koory, LLC 112 112 No Change 2019-12-31
Horrell Capital Management, Inc. 110 110 No Change 2019-12-31
Cypress Capital Management LLC (WY) 100 200 50% 2019-12-31
Glassman Wealth Services 100 100 No Change 2019-12-31
TI-TRUST, INC 87 0 New Buy 2019-12-31
Versant Capital Management, Inc 86 99 13% 2019-12-31
MEEDER ASSET MANAGEMENT INC 78 78 No Change 2019-12-31
Capital Asset Advisory Services LLC 78 0 New Buy 2019-12-31
Knuff & Co LLC 78 78 No Change 2019-12-31
Sailer Financial LLC 78 0 New Buy 2019-12-31
HawsGoodwin Investment Management LLC 77 0 New Buy 2019-12-31
TRUST CO OF VERMONT 76 76 No Change 2019-12-31
Vigilant Capital Management, LLC 65 0 New Buy 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 60 938 94% 2019-12-31
Financial Architects, Inc 59 58 2% 2019-12-31
Litman Gregory Asset Management LLC 58 0 New Buy 2019-12-31
Focused Wealth Management, Inc 53 53 No Change 2019-12-31
Selective Wealth Management 53 52 2% 2019-12-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 50 50 No Change 2019-12-31
Stearns Financial Services Group 45 135 67% 2019-12-31
Independence Advisors, LLC 34 0 New Buy 2019-12-31
SRS Capital Advisors, Inc. 31 31 No Change 2019-12-31
Tarbox Group, Inc. 25 24 4% 2019-12-31
Legacy Bridge, LLC 25 25 No Change 2019-12-31
Lindbrook Capital, LLC 25 0 New Buy 2019-12-31
Financial Management Professionals, Inc. 20 20 No Change 2019-12-31
WHITTIER TRUST CO 17 47 64% 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17 0 New Buy 2019-12-31
TSFG, LLC 16 0 New Buy 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 12 24 50% 2019-12-31
HOWE & RUSLING INC 11 141 92% 2019-12-31
Sound Income Strategies, LLC 11 7 57% 2019-12-31
AlphaCore Capital LLC 11 0 New Buy 2019-12-31
Carroll Financial Associates, Inc. 8 8 No Change 2019-12-31
TOBIAS FINANCIAL ADVISORS, INC. 3 0 New Buy 2019-12-31
Lionsbridge Wealth Management LLC 3 0 New Buy 2019-12-31
CFG Asset Management LLC 1 2 50% 2019-12-31
Silicon Hills Wealth Management, LLC 1 0 New Buy 2019-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 0 1,255 Sold Out 2019-12-31
HUNTINGTON NATIONAL BANK 0 749 Sold Out 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 0 741 Sold Out 2019-12-31
M&T BANK CORP 0 563,714 Sold Out 2019-12-31
WETHERBY ASSET MANAGEMENT INC 0 9,936 Sold Out 2019-12-31
BBVA USA BANCSHARES INC 0 31,700 Sold Out 2019-12-31
GOLDMAN SACHS GROUP INC 0 79,823 Sold Out 2019-12-31
ING GROEP NV 0 247,400 Sold Out 2019-12-31
Hanson Investment Management 0 20 Sold Out 2019-12-31
B & T Capital Management DBA Alpha Capital Management 0 2,438 Sold Out 2019-12-31
First Allied Advisory Services, Inc. 0 923 Sold Out 2019-12-31
Amerivest Investment Management LLC 0 498 Sold Out 2019-12-31
JFS WEALTH ADVISORS, LLC 0 7 Sold Out 2019-12-31
United Asset Strategies, Inc. 0 4,877 Sold Out 2019-12-31
JNBA Financial Advisors 0 18 Sold Out 2019-12-31
Capital Investment Advisors, LLC 0 4,296 Sold Out 2019-12-31
HOERTKORN RICHARD CHARLES 0 100 Sold Out 2019-12-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 0 274 Sold Out 2019-12-31
One Capital Management, LLC 0 12,321 Sold Out 2019-12-31
Stratos Wealth Partners, LTD. 0 407 Sold Out 2019-12-31
Strategic Wealth Advisors Group,Inc. 0 15,240 Sold Out 2019-12-31
Stuart Chaussee & Associates, Inc. 0 10,375 Sold Out 2019-12-31
Kalos Management, Inc. 0 13,966 Sold Out 2019-12-31
Vista Private Wealth Partners. LLC 0 3,525 Sold Out 2019-12-31
Independence Bank of Kentucky 0 14 Sold Out 2019-12-31
STRATEGIC CAPITAL ADVISERS, INC. 0 39 Sold Out 2019-12-31
Q3 Asset Management 0 75,033 Sold Out 2019-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 7 Sold Out 2019-12-31
Strategic Wealth Partners, Ltd. 0 117 Sold Out 2019-12-31
WHITENER CAPITAL MANAGEMENT, INC. 0 137 Sold Out 2019-12-31
Elmwood Wealth Management, Inc. 0 79 Sold Out 2019-12-31
AJ WEALTH STRATEGIES, LLC 0 4,618 Sold Out 2019-12-31
Elwood & Goetz Wealth Advisory Group, LLC 0 6,755 Sold Out 2019-12-31
Coastal Capital Group, Inc. 0 450 Sold Out 2019-12-31
Cedar Brook Financial Partners, LLC 0 5,285 Sold Out 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 0 298 Sold Out 2019-12-31
AMERITAS INVESTMENT CORP 0 1,047 Sold Out 2019-12-31
MidWestOne Financial Group, Inc. 0 4,285 Sold Out 2019-12-31
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