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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
301
Phocas Financial Corp
California
$2.36M -$148K -8,550 -6%
DFA
302
DHJJ Financial Advisors
Illinois
$2.35M -$53.5K -3,090 -2%
NCM
303
Novare Capital Management
North Carolina
$2.34M -$525K -30,318 -18%
ZIC
304
ZWJ Investment Counsel
Georgia
$2.34M +$53.2K +3,072 +2%
SIC
305
Salem Investment Counselors
North Carolina
$2.33M -$16.9K -975 -0.7%
AIM
306
AMI Investment Management
Indiana
$2.33M -$341K -19,713 -12%
CA
307
Cambridge Advisors
Nebraska
$2.33M -$44.7K -2,580 -2%
VVP
308
Venture Visionary Partners
Ohio
$2.33M -$12.4K -714 -0.5%
BWM
309
Benchmark Wealth Management
Connecticut
$2.32M +$20.9K +1,209 +0.9%
PWMG
310
Prestige Wealth Management Group
New Jersey
$2.32M -$146K -8,436 -6%
PPP
311
Private Portfolio Partners
New Jersey
$2.32M – – –
MAM
312
McCarthy Asset Management
California
$2.31M -$49.9K -2,883 -2%
JWBC
313
John W. Brooker & Co
California
$2.31M -$44.8K -2,586 -2%
CPWM
314
Cypress Point Wealth Management
Texas
$2.3M +$2.03M +117,036 +550%
QCG
315
Quadrant Capital Group
Ohio
$2.28M +$4.31K +249 +0.2%
PCMC
316
Private Capital Management (Colorado)
Colorado
$2.25M -$111K -6,432 -5%
VCM
317
Virtue Capital Management
Tennessee
$2.22M – – –
RW
318
RVW Wealth
California
$2.2M +$4.62K +267 +0.2%
FPAS
319
Focus Partners Advisor Solutions
Missouri
$2.18M +$239K +13,785 +12%
TC
320
TAP Consulting
Missouri
$2.16M +$70.3K +4,062 +3%
MWM
321
Madison Wealth Management
Ohio
$2.14M -$40.8K -2,355 -2%
LRPA
322
L. Roy Papp & Associates
Arizona
$2.13M -$374K -21,612 -14%
SMC
323
Smith, Moore & Co
Missouri
$2.13M -$79.5K -4,596 -3%
MA
324
MBA Advisors
Pennsylvania
$2.12M +$121K +6,999 +6%
FG
325
Fiduciary Group
Georgia
$2.11M -$6.59K -381 -0.3%
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