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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
226
Girard Partners
Pennsylvania
$338K – – –
SFG
227
StrategIQ Financial Group
Indiana
$333K -$45.5K -4,710 -12%
GG
228
Gofen & Glossberg
Illinois
$333K +$23.6K +2,448 +8%
QCMNJ
229
Quantum Capital Management (New Jersey)
New Jersey
$315K +$17.6K +1,818 +6%
CAM
230
Carret Asset Management
New York
$313K -$13.7K -1,422 -4%
AWS
231
AJ Wealth Strategies
New York
$313K -$985 -102 -0.3%
LI
232
LVZ Inc
Michigan
$310K – – –
LBC
233
Lowe Brockenbrough & Co
Virginia
$309K +$27.6K +2,856 +10%
VWA
234
V Wealth Advisors
Kansas
$307K +$522 +54 +0.2%
CTA
235
Chesley Taft & Associates
Illinois
$307K +$31.3K +3,240 +11%
HI
236
Hendershot Investments
Virginia
$303K +$42.3K +4,380 +16%
SAM
237
Summit Asset Management
Tennessee
$301K – – –
SSI
238
Scott & Selber Inc
Texas
$294K -$138K -14,334 -32%
CAG
239
Crestwood Advisors Group
Massachusetts
$294K -$7.3K -756 -2%
LWAC
240
Laurel Wealth Advisors (California)
California
$290K – – –
1GA
241
1st Global Advisors
Texas
$285K – – –
SLA
242
Silver Lake Advisory
Utah
$284K -$105K -10,902 -27%
LAIC
243
Lederer & Associates Investment Counsel
California
$284K -$10.4K -1,080 -4%
CPIG
244
Chicago Partners Investment Group
Illinois
$284K +$206K +21,342 +237%
PI
245
Pachira Investments
California
$281K +$3.94K +408 +1%
SBH
246
Segall Bryant & Hamill
Illinois
$279K – – –
SWM
247
SVA Wealth Management
Wisconsin
$276K +$19.6K +2,028 +8%
WPA
248
West Paces Advisors
Georgia
$273K -$11.6K -1,200 -4%
ARMC
249
American Research & Management Company
Massachusetts
$271K +$79.2K +8,202 +42%
PWM
250
Perigon Wealth Management
California
$267K -$3.48K -360 -1%
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