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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
276
Phocas Financial Corp
California
$2.26M +$58.3K +3,750 +2%
DFA
277
DHJJ Financial Advisors
Illinois
$2.25M -$194K -12,471 -7%
NI
278
NYL Investors
New York
$2.24M -$42K -2,700 -2%
NCM
279
Novare Capital Management
North Carolina
$2.24M -$41.9K -2,694 -2%
PWMG
280
Prestige Wealth Management Group
New Jersey
$2.23M +$58.7K +3,771 +2%
BP
281
BBR Partners
New York
$2.23M – – –
BAM
282
Belpointe Asset Management
Nevada
$2.21M -$107K -6,852 -4%
RRCM
283
Rappaport Reiches Capital Management
Illinois
$2.2M +$5.93K +381 +0.2%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$2.17M +$38.3K +2,463 +2%
ZIC
285
ZWJ Investment Counsel
Georgia
$2.16M -$23.2K -1,494 -1%
YIA
286
YHB Investment Advisors
Connecticut
$2.14M -$353K -22,683 -13%
LRPA
287
L. Roy Papp & Associates
Arizona
$2.13M -$43.9K -2,820 -2%
DTIM
288
Danda Trouve Investment Management
Kansas
$2.13M -$2.52M -162,108 -52%
PCIA
289
Prime Capital Investment Advisors
Kansas
$2.12M -$74.3K -4,779 -3%
CAG
290
Csenge Advisory Group
Florida
$2.12M +$284K +18,234 +14%
JWBC
291
John W. Brooker & Co
California
$2.11M -$240K -15,402 -9%
CA
292
Cambridge Advisors
Nebraska
$2.08M -$32K -2,055 -1%
FMP
293
Financial Management Professionals
Texas
$2.04M -$50.6K -3,252 -2%
FAIM
294
Financial Advocates Investment Management
Washington
$2.03M +$131K +8,430 +6%
DWM
295
Destination Wealth Management
California
$2.02M -$2.72M -174,837 -55%
JPLA
296
Joseph P. Lucia & Associates
New York
$2.02M +$211K +13,545 +10%
TIM
297
Tortoise Investment Management
New York
$1.99M -$276K -17,742 -11%
SIC
298
Salem Investment Counselors
North Carolina
$1.97M -$76.8K -4,935 -3%
MG
299
Mather Group
Illinois
$1.97M -$19K -1,221 -0.9%
TC
300
TownSquare Capital
Utah
$1.95M -$97.2K -6,249 -4%
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