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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
226
Cahill Financial Advisors
Minnesota
$740K +$2.39K +228 +0.3%
RCA
227
Rowland Carmichael Advisors
Arizona
$724K +$4.84K +462 +0.7%
PIM
228
Penobscot Investment Management
Massachusetts
$723K -$23.6K -2,250 -3%
RM
229
Resource Management
Louisiana
$718K +$704K +67,164 New
PA
230
Pinnacle Associates
New York
$706K -$6.17K -588 -0.9%
FCAG
231
First Capital Advisors Group
New Jersey
$704K +$74.9K +7,140 +12%
KWM
232
Kingsview Wealth Management
Oregon
$699K -$48.6K -4,632 -7%
CG
233
Colony Group
Massachusetts
$691K +$71.8K +6,852 +12%
SWM
234
Segment Wealth Management
Texas
$665K +$2.96K +282 +0.5%
CWM
235
Cranbrook Wealth Management
Michigan
$660K – – –
VCP
236
Vista Capital Partners
Oregon
$657K +$17.9K +1,704 +3%
FTUS
237
Flow Traders U.S.
New York
$650K +$634K +60,438 New
VCM
238
Vigilant Capital Management
Maine
$631K -$31.8K -3,030 -5%
SSI
239
Scott & Selber Inc
Texas
$624K +$321K +30,630 +112%
ZIC
240
ZWJ Investment Counsel
Georgia
$621K +$115K +10,956 +23%
TCM
241
Twele Capital Management
Minnesota
$617K +$143K +13,644 +31%
FWM
242
Frontier Wealth Management
Missouri
$601K -$99.2K -9,462 -14%
SWM
243
SVA Wealth Management
Wisconsin
$571K +$39.1K +3,726 +8%
LAIC
244
Lederer & Associates Investment Counsel
California
$555K +$159K +15,120 +41%
BWA
245
BlueSky Wealth Advisors
North Carolina
$554K -$71.5K -6,822 -12%
CAM
246
Carret Asset Management
New York
$552K +$76.6K +7,308 +17%
ACM
247
Armbruster Capital Management
New York
$548K -$2.58K -246 -0.5%
PFA
248
Pinnacle Family Advisors
Missouri
$541K -$692 -66 -0.1%
CA
249
Callahan Advisors
Texas
$539K +$2.58K +246 +0.5%
MSS
250
Mitchell Sinkler & Starr
Pennsylvania
$527K +$514K +49,020 New
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