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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
A
226
AdvicePeriod
California
$803K +$798K +73,014 New
NHC
227
Nicholas Hoffman & Company
Georgia
$797K – – –
DPI
228
Diversified Portfolios Inc
Michigan
$785K -$7.22K -660 -0.9%
RI
229
Ridgewood Investments
New Jersey
$785K +$378K +34,578 +94%
CFA
230
Cahill Financial Advisors
Minnesota
$778K -$328 -30 -0%
PWM
231
Perigon Wealth Management
California
$764K -$4.07K -372 -0.5%
FNBOMD
232
First National Bank of Mount Dora
Florida
$759K – – –
FCAG
233
First Capital Advisors Group
New Jersey
$757K +$80.6K +7,368 +12%
PA
234
Pinnacle Associates
New York
$755K +$1.38K +126 +0.2%
RM
235
Resource Management
Louisiana
$738K +$471K +43,080 +179%
VCP
236
Vista Capital Partners
Oregon
$737K -$2.49K -228 -0.3%
SIC
237
Sigma Investment Counselors
Michigan
$721K -$29.5K -2,700 -4%
HFA
238
Huber Financial Advisors
Illinois
$709K +$117K +10,698 +20%
SWM
239
Segment Wealth Management
Texas
$692K +$21.6K +1,980 +3%
PIM
240
Penobscot Investment Management
Massachusetts
$691K -$30.2K -2,760 -4%
RCA
241
Rowland Carmichael Advisors
Arizona
$687K – – –
TCM
242
Twele Capital Management
Minnesota
$685K +$53.4K +4,884 +9%
BAM
243
Belpointe Asset Management
Nevada
$684K -$568K -51,996 -46%
CWM
244
Cranbrook Wealth Management
Michigan
$675K – – –
PA
245
Perennial Advisors
New York
$645K -$57.5K -5,262 -8%
SSI
246
Scott & Selber Inc
Texas
$624K -$27.9K -2,556 -4%
CG
247
Colony Group
Massachusetts
$622K +$67.7K +6,192 +12%
IC
248
InterOcean Capital
Illinois
$621K +$139K +12,696 +29%
SFSIG
249
San Francisco Sentry Investment Group
California
$607K +$25.3K +2,310 +4%
CPIG
250
Chicago Partners Investment Group
Illinois
$598K +$252K +23,088 +74%
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