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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
276
Blueprint Investment Partners
North Carolina
$5.27M +$490K +19,777 +11%
PIM
277
Pullen Investment Management
Florida
$5.18M +$50 +2 +0%
NI
278
NYL Investors
New York
$5.14M +$3.94K +159 +0.1%
MWM
279
Maridea Wealth Management
New York
$5.14M -$129K -5,197 -3%
VVP
280
Venture Visionary Partners
Ohio
$5.07M +$3.56K +144 +0.1%
BAM
281
Berkshire Asset Management
Pennsylvania
$5.04M -$31.1K -1,256 -0.6%
AOWM
282
Alpha Omega Wealth Management
Virginia
$5.03M -$375K -15,150 -7%
CWM
283
Chesapeake Wealth Management
Virginia
$5.02M -$182K -7,339 -4%
FF
284
Farnam Financial
Arizona
$5.01M -$234K -9,452 -5%
IC
285
IEQ Capital
California
$4.99M +$1.81M +73,113 +61%
WCM
286
Whitener Capital Management
North Carolina
$4.98M -$135K -5,460 -3%
WI
287
WBI Investments
New Jersey
$4.98M -$235K -9,512 -5%
CAG
288
Crestwood Advisors Group
Massachusetts
$4.95M +$30.5K +1,233 +0.6%
AC
289
Avant Capital
Louisiana
$4.92M -$54.7K -2,211 -1%
AWM
290
Axxcess Wealth Management
California
$4.9M -$225K -9,073 -5%
CFGA
291
Cambridge Financial Group (Arizona)
Arizona
$4.89M +$12.6K +511 +0.3%
BFA
292
Blueprint Financial Advisors
North Carolina
$4.89M -$319K -12,893 -6%
CIA
293
Compass Ion Advisors
Pennsylvania
$4.87M -$89.7K -3,624 -2%
JF
294
Joule Financial
Kentucky
$4.83M -$50.2K -2,030 -1%
RWM
295
Ritholtz Wealth Management
New York
$4.83M -$355K -14,345 -7%
JIR
296
James Investment Research
Ohio
$4.77M +$606K +24,482 +15%
GIP
297
Granite Investment Partners
California
$4.75M – – –
AV
298
Aspiring Ventures
Ohio
$4.75M +$487K +19,685 +12%
CAM
299
Cozad Asset Management
Illinois
$4.73M – – –
MA
300
MBA Advisors
Pennsylvania
$4.72M -$88.2K -3,565 -2%
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