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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
226
ZWJ Investment Counsel
Georgia
$1.89M +$1.29M +106,506 +131%
PP
227
PagnatoKarp Partners
Virginia
$1.89M -$5.23K -432 -0.2%
PA
228
Parallel Advisors
California
$1.87M +$215K +17,790 +11%
PCMC
229
Private Capital Management (Colorado)
Colorado
$1.86M -$215K -17,766 -9%
DPI
230
Diversified Portfolios Inc
Michigan
$1.85M -$330K -27,234 -13%
HCMT
231
Highland Capital Management (Tennessee)
Tennessee
$1.85M -$44.7K -3,690 -2%
CFO
232
CVA Family Office
Colorado
$1.82M +$838K +69,294 +62%
BJL
233
Brighton Jones LLC
Washington
$1.81M +$104K +8,586 +5%
BAM
234
Berkshire Asset Management
Pennsylvania
$1.8M +$724K +59,826 +50%
BL
235
BCWM LLC
Kansas
$1.78M +$70.4K +5,814 +3%
RT
236
Rockland Trust
Massachusetts
$1.78M -$513K -42,408 -19%
JHCP
237
Jackson Hole Capital Partners
Oklahoma
$1.75M -$1.21M -100,230 -37%
ACM
238
AlphaStar Capital Management
North Carolina
$1.75M -$2.73M -225,942 -58%
B
239
Bailard
California
$1.74M -$152K -12,600 -7%
RJA
240
Raymond James & Associates
Florida
$1.74M -$98.4K -8,130 -5%
LPIC
241
LeJeune Puetz Investment Counsel
Michigan
$1.72M +$79.9K +6,600 +4%
LBC
242
Lowe Brockenbrough & Co
Virginia
$1.7M -$299K -24,708 -13%
CA
243
Cambridge Advisors
Nebraska
$1.7M +$287K +23,706 +16%
NCM
244
Novare Capital Management
North Carolina
$1.67M +$143K +11,844 +8%
SWRP
245
Summit Wealth & Retirement Planning
California
$1.65M -$5.66K -468 -0.3%
ACA
246
Atlas Capital Advisors
Wyoming
$1.64M +$2.41M +199,122 +22,731%
SWM
247
Stockman Wealth Management
Montana
$1.62M +$313K +25,830 +19%
BWL
248
Bogart Wealth LLC
Virginia
$1.62M -$695K -57,408 -26%
OCG
249
Opus Capital Group
Ohio
$1.61M +$47.5K +3,924 +3%
MIAN
250
Mariner Independent Advisor Network
Kansas
$1.61M -$327K -27,000 -14%
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