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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
S
326
SignatureFD
Georgia
$4.58M +$503K +17,971 +13%
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$4.57M -$9.77K -349 -0.2%
AFA
328
Amicus Financial Advisors
Texas
$4.56M -$453K -16,171 -9%
IC
329
IEQ Capital
California
$4.53M +$376K +13,421 +9%
AAG
330
Avalon Advisory Group
Pennsylvania
$4.48M -$14K -499 -0.3%
OCA
331
OpenArc Corporate Advisory
Georgia
$4.38M +$4.24M +151,368 New
W
332
WealthCollab
Washington
$4.38M +$672 +24 +0%
CFG
333
Chapman Financial Group
Hawaii
$4.35M -$43.8K -1,566 -1%
OCG
334
Opus Capital Group
Ohio
$4.33M -$417K -14,897 -9%
ACA
335
Atlas Capital Advisors
Wyoming
$4.28M +$58.3K +2,082 +1%
KF
336
Krilogy Financial
Missouri
$4.24M -$928K -33,142 -18%
MFG
337
Merit Financial Group
Georgia
$4.23M -$172K -6,157 -4%
MHR
338
Matthew Hamilton Rosenberg
$4.21M -$4.79K -171 -0.1%
TIM
339
Tortoise Investment Management
New York
$4.21M -$29.2K -1,044 -0.7%
ADL
340
Asset Dedication LLC
California
$4.18M +$26.5K +945 +0.7%
PA
341
Planning Alternatives
Michigan
$4.17M -$390K -13,914 -9%
DWM
342
Dakota Wealth Management
Florida
$4.16M -$196K -7,018 -5%
CAM
343
Carret Asset Management
New York
$4.13M +$37.6K +1,343 +1%
TWM
344
TRB Wealth Management
Texas
$4.07M -$25.1K -898 -0.6%
DAS
345
Daybright Advisory Services
Florida
$4.03M -$1.18K -42 -0%
LRPA
346
L. Roy Papp & Associates
Arizona
$4.03M +$2.44K +87 +0.1%
ISWM
347
Independent Solutions Wealth Management
New York
$4M -$133K -4,752 -3%
CBU
348
CIBC Bancorp USA
Illinois
$3.99M -$16.2K -577 -0.4%
FWP
349
Flatrock Wealth Partners
California
$3.98M – – –
WIC
350
Whitegate Investment Counselors
New Hampshire
$3.97M +$246K +8,805 +7%
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