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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
226
Gofen & Glossberg
Illinois
$302K +$14.9K +1,590 +5%
AAS
227
Annex Advisory Services
Wisconsin
$301K -$11.2K -1,194 -4%
VWA
228
V Wealth Advisors
Kansas
$300K +$6.08K +648 +2%
SAM
229
Summit Asset Management
Tennessee
$294K +$290K +30,888 New
CAG
230
Crestwood Advisors Group
Massachusetts
$292K -$24K -2,556 -8%
QCMNJ
231
Quantum Capital Management (New Jersey)
New Jersey
$291K +$18.6K +1,980 +7%
LAIC
232
Lederer & Associates Investment Counsel
California
$287K +$14.1K +1,506 +5%
LWAC
233
Laurel Wealth Advisors (California)
California
$283K +$20.9K +2,226 +8%
1GA
234
1st Global Advisors
Texas
$278K +$275K +29,262 New
WPA
235
West Paces Advisors
Georgia
$278K -$39.4K -4,200 -13%
LBC
236
Lowe Brockenbrough & Co
Virginia
$275K +$338 +36 +0.1%
SHWM
237
Smith & Howard Wealth Management
Georgia
$273K +$5.01K +534 +2%
SBH
238
Segall Bryant & Hamill
Illinois
$272K – – –
PI
239
Pachira Investments
California
$271K +$2.59K +276 +1%
CTA
240
Chesley Taft & Associates
Illinois
$269K +$5.63K +600 +2%
PWM
241
Perigon Wealth Management
California
$264K – – –
BAM
242
Berkshire Asset Management
Pennsylvania
$260K +$38.5K +4,104 +18%
NHC
243
Nicholas Hoffman & Company
Georgia
$258K +$844 +90 +0.3%
NPPM
244
North Point Portfolio Managers
Ohio
$257K – – –
HI
245
Hendershot Investments
Virginia
$254K +$251K +26,760 New
HWA
246
Heritage Way Advisors
Illinois
$251K – – –
SWM
247
SVA Wealth Management
Wisconsin
$250K -$419K -44,676 -63%
WA
248
Wealth Architects
California
$248K +$1.86K +198 +0.8%
GLA
249
Good Life Advisors
Pennsylvania
$245K +$844 +90 +0.3%
HSA
250
HBK Sorce Advisory
Pennsylvania
$243K -$4.22K -450 -2%
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