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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
276
Novare Capital Management
North Carolina
$2.77M +$102K +6,525 +4%
WWC
277
Waypoint Wealth Counsel
Georgia
$2.75M +$7.04K +450 +0.3%
SAM
278
Sawgrass Asset Management
Florida
$2.75M -$24.9K -1,590 -0.9%
GIP
279
Granite Investment Partners
California
$2.74M – – –
AIM
280
AMI Investment Management
Indiana
$2.69M -$272K -17,388 -9%
CIA
281
Compass Ion Advisors
Pennsylvania
$2.69M -$108K -6,924 -4%
AAG
282
Avalon Advisory Group
Pennsylvania
$2.68M -$11.9K -759 -0.4%
LPIC
283
LeJeune Puetz Investment Counsel
Michigan
$2.68M -$38.6K -2,466 -1%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$2.66M +$13.2K +846 +0.5%
TIM
285
Tortoise Investment Management
New York
$2.65M +$235 +15 +0%
LB
286
Leo Brokerage
Texas
$2.61M +$2.56M +163,662 New
SEM
287
Strategic Equity Management
Arizona
$2.61M -$1.52M -97,533 -37%
TRCT
288
Tower Research Capital (TRC)
New York
$2.58M +$2.52M +161,199 +19,611%
PCWA
289
Pacific Capital Wealth Advisors
California
$2.58M -$1.06M -68,016 -30%
RFA
290
RTD Financial Advisors
Pennsylvania
$2.58M -$8.72K -558 -0.3%
ICM
291
Islay Capital Management
Texas
$2.57M -$632K -40,410 -20%
BP
292
BBR Partners
New York
$2.54M – – –
CFS
293
CRA Financial Services
New Jersey
$2.51M -$11.5K -735 -0.5%
CG
294
Colony Group
Massachusetts
$2.5M +$503K +32,151 +26%
PFC
295
Phocas Financial Corp
California
$2.47M -$73.9K -4,725 -3%
EWA
296
EP Wealth Advisors
California
$2.46M +$2.4M +153,573 +682%
IAA
297
Independent Advisor Alliance
North Carolina
$2.45M +$449K +28,719 +23%
RRCM
298
Rappaport Reiches Capital Management
Illinois
$2.44M -$56.1K -3,588 -2%
CAG
299
Csenge Advisory Group
Florida
$2.43M +$251K +16,023 +12%
VVP
300
Venture Visionary Partners
Ohio
$2.43M -$816K -52,170 -26%
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