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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
276
Sawgrass Asset Management
Florida
$2.98M +$9.29K +570 +0.3%
WWC
277
Waypoint Wealth Counsel
Georgia
$2.98M +$587 +36 +0%
GIP
278
Granite Investment Partners
California
$2.96M – – –
NCM
279
Novare Capital Management
North Carolina
$2.95M -$44K -2,700 -2%
FC
280
Financial Consulate
Maryland
$2.95M -$209K -12,834 -7%
MGIA
281
Moneta Group Investment Advisors
Missouri
$2.92M +$396K +24,321 +17%
AAG
282
Avalon Advisory Group
Pennsylvania
$2.89M – – –
CMBA
283
C.M. Bidwell & Associates
Hawaii
$2.88M +$1.91K +117 +0.1%
LB
284
Leo Brokerage
Texas
$2.8M -$16.8K -1,029 -0.6%
TIM
285
Tortoise Investment Management
New York
$2.79M -$67.5K -4,140 -2%
ISWM
286
Independent Solutions Wealth Management
New York
$2.77M +$211K +12,942 +9%
RFA
287
RTD Financial Advisors
Pennsylvania
$2.76M -$26.1K -1,602 -1%
AIM
288
AMI Investment Management
Indiana
$2.76M -$144K -8,841 -5%
BF
289
Brooklyn FI
New York
$2.76M +$2.24M +137,205 +605%
BP
290
BBR Partners
New York
$2.75M – – –
BCM
291
Boltwood Capital Management
California
$2.75M -$255K -15,627 -9%
SEM
292
Strategic Equity Management
Arizona
$2.7M -$111K -6,834 -4%
CG
293
Colony Group
Massachusetts
$2.68M -$27.4K -1,683 -1%
IWM
294
IHT Wealth Management
Illinois
$2.67M -$420K -25,785 -14%
CFS
295
CRA Financial Services
New Jersey
$2.66M -$47K -2,886 -2%
PCWA
296
Pacific Capital Wealth Advisors
California
$2.62M -$155K -9,531 -6%
PFC
297
Phocas Financial Corp
California
$2.59M -$66K -4,050 -3%
LRPA
298
L. Roy Papp & Associates
Arizona
$2.58M -$4.16K -255 -0.2%
FMP
299
Financial Management Professionals
Texas
$2.58M +$284K +17,415 +13%
NI
300
NYL Investors
New York
$2.57M +$68.5K +4,200 +3%
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