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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
301
First National Bank of Mount Dora
Florida
$810K – – –
CG
302
Colony Group
Massachusetts
$810K +$14.4K +1,320 +2%
AWM
303
AE Wealth Management
Kansas
$800K +$384K +35,202 +100%
RI
304
Ridgewood Investments
New Jersey
$793K +$8.19K +750 +1%
FWM
305
Frontier Wealth Management
Missouri
$784K -$43.6K -3,990 -5%
SSI
306
Scott & Selber Inc
Texas
$779K +$2.62K +240 +0.4%
DAS
307
Dynamic Advisor Solutions
Arizona
$772K -$129K -11,820 -15%
SGCA
308
Steel Grove Capital Advisors
Tennessee
$763K -$718K -65,790 -49%
AAS
309
Avantax Advisory Services
Texas
$717K +$690K +63,210 New
SLA
310
Silver Lake Advisory
Utah
$711K +$43.9K +4,020 +7%
RCA
311
Rowland Carmichael Advisors
Arizona
$704K -$4K -366 -0.6%
SCP
312
Shorepoint Capital Partners
Massachusetts
$695K +$669K +61,290 New
IC
313
InterOcean Capital
Illinois
$682K +$78.9K +7,230 +14%
JWM
314
JFG Wealth Management
Colorado
$677K -$80.5K -7,368 -11%
CI
315
CX Institutional
Indiana
$672K -$364K -33,378 -36%
SFSIG
316
San Francisco Sentry Investment Group
California
$661K +$10.2K +930 +2%
TCM
317
Twele Capital Management
Minnesota
$660K -$47K -4,302 -7%
MSS
318
Mitchell Sinkler & Starr
Pennsylvania
$645K – – –
PA
319
Parallel Advisors
California
$639K +$441K +40,404 +254%
SMC
320
Smith, Moore & Co
Missouri
$635K +$19.6K +1,794 +3%
HIM
321
Hanlon Investment Management
New Jersey
$626K +$603K +55,224 New
CA
322
Callahan Advisors
Texas
$618K +$52.8K +4,836 +10%
CCM
323
Chilton Capital Management
Texas
$613K +$229K +20,940 +63%
JFGLC
324
Johnson Financial Group LLC (Colorado)
Colorado
$608K -$1.34M -122,754 -70%
HA
325
Harborview Advisors
Maine
$597K +$54.8K +5,022 +11%
11 12
13
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