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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 808509756

SCHWAB TOTAL STOCK MARKET INDEX

19 institutions · $72.0M total · 4,421,697 shares

#ManagerSharesValue% of TotalPeriod
1YOUSIF CAPITAL MANAGEMENT, LLC2,350,476$38.5M53.15%2025-12-31
2NORTH STAR ASSET MANAGEMENT INC1,602,741$26.3M36.24%2025-12-31
3Vestwell Advisors, LLC213,611$3.5M4.83%2025-12-31
4Vermillion Wealth Management, Inc.94,478$1.5M2.13%2025-09-30
5FERGUSON WELLMAN CAPITAL MANAGEMENT, INC58,373$956.7K1.32%2025-12-31
6NORTHSTAR ASSET MANAGEMENT LLC26,782$439.0K0.60%2025-12-31
7Ethos Financial Group, LLC20,287$332.5K0.45%2025-12-31
8Westside Investment Management, Inc.8,017$131.8K0.18%2025-12-31
9Financial Gravity Companies, Inc.1,217$120.6K0.02%2024-12-31
10Financial Gravity Asset Management, Inc.1,203$110.7K0.02%2024-06-30
11Strategic Investment Solutions, Inc. /IL1,507$107.9K0.03%2023-09-30
12Belpointe Asset Management LLC42$4.1K0.00%2024-09-30
13Kohmann Bosshard Financial Services, LLC154$2.5K0.00%2025-12-31
14RFP Financial Group LLC17$1.5K0.00%2024-06-30
15Garde Capital, Inc.14,724$1.5K0.33%2024-12-31
16GOFEN & GLOSSBERG LLC /IL/21,651$1.4K0.48%2023-03-31
17Grassi Investment Management3,017$3160.06%2025-06-30
18Lester Murray Antman dba SimplyRich2,907$3040.06%2025-06-30
19Coston, McIsaac & Partners493$80.01%2025-12-31