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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$2.29M -$478K -36,324 -17%
PA
227
Parallel Advisors
California
$2.29M -$290K -22,068 -11%
CAM
228
Cozad Asset Management
Illinois
$2.27M – – –
DWM
229
Destination Wealth Management
California
$2.25M -$202K -15,366 -8%
CA
230
Cambridge Advisors
Nebraska
$2.24M -$16.5K -1,254 -0.7%
WFA
231
Wade Financial Advisory
California
$2.23M -$45.9K -3,492 -2%
PI
232
Pachira Investments
California
$2.22M +$2.2M +167,454 New
LBC
233
Lowe Brockenbrough & Co
Virginia
$2.22M -$17.6K -1,338 -0.8%
BP
234
BBR Partners
New York
$2.19M – – –
SWRP
235
Summit Wealth & Retirement Planning
California
$2.19M +$3.08K +234 +0.1%
ACA
236
Atlas Capital Advisors
Wyoming
$2.19M -$5.29K -402 -0.2%
CI
237
CX Institutional
Indiana
$2.17M +$622K +47,286 +41%
RT
238
Rockland Trust
Massachusetts
$2.13M – – –
LPIC
239
LeJeune Puetz Investment Counsel
Michigan
$2.13M +$4.66K +354 +0.2%
BAM
240
Berkshire Asset Management
Pennsylvania
$2.08M +$90.4K +6,876 +5%
VVP
241
Venture Visionary Partners
Ohio
$2M -$4.66K -354 -0.2%
SWM
242
Southern Wealth Management
Texas
$1.96M -$170K -12,948 -8%
SIC
243
Salem Investment Counselors
North Carolina
$1.93M -$1.97K -150 -0.1%
NCM
244
Novare Capital Management
North Carolina
$1.92M -$114K -8,634 -6%
CFS
245
CRA Financial Services
New Jersey
$1.91M -$131K -9,984 -6%
B
246
Bailard
California
$1.91M -$388K -29,490 -17%
GIP
247
Granite Investment Partners
California
$1.9M +$81.3K +6,180 +5%
RW
248
RVW Wealth
California
$1.89M -$3.79K -288 -0.2%
MWM
249
Madison Wealth Management
Ohio
$1.88M – – –
ZIC
250
ZWJ Investment Counsel
Georgia
$1.85M -$7.18K -546 -0.4%
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