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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
326
Midwestern Financial
Iowa
$4.61M -$590K -21,060 -12%
S
327
SignatureFD
Georgia
$4.58M +$503K +17,971 +13%
HCMT
328
Highland Capital Management (Tennessee)
Tennessee
$4.57M -$9.77K -349 -0.2%
AFA
329
Amicus Financial Advisors
Texas
$4.56M -$453K -16,171 -9%
IC
330
IEQ Capital
California
$4.53M +$376K +13,421 +9%
AAG
331
Avalon Advisory Group
Pennsylvania
$4.48M -$14K -499 -0.3%
OCA
332
OpenArc Corporate Advisory
Georgia
$4.38M +$4.24M +151,368 New
W
333
WealthCollab
Washington
$4.38M +$672 +24 +0%
CFG
334
Chapman Financial Group
Hawaii
$4.35M -$43.8K -1,566 -1%
OCG
335
Opus Capital Group
Ohio
$4.33M -$417K -14,897 -9%
ACA
336
Atlas Capital Advisors
Wyoming
$4.28M +$58.3K +2,082 +1%
KF
337
Krilogy Financial
Missouri
$4.24M -$928K -33,142 -18%
MFG
338
Merit Financial Group
Georgia
$4.23M -$172K -6,157 -4%
MHR
339
Matthew Hamilton Rosenberg
$4.21M -$4.79K -171 -0.1%
TIM
340
Tortoise Investment Management
New York
$4.21M -$29.2K -1,044 -0.7%
ADL
341
Asset Dedication LLC
California
$4.18M +$26.5K +945 +0.7%
PA
342
Planning Alternatives
Michigan
$4.17M -$390K -13,914 -9%
DWM
343
Dakota Wealth Management
Florida
$4.16M -$196K -7,018 -5%
CAM
344
Carret Asset Management
New York
$4.13M +$37.6K +1,343 +1%
TWM
345
TRB Wealth Management
Texas
$4.07M -$25.1K -898 -0.6%
DAS
346
Daybright Advisory Services
Florida
$4.03M -$1.18K -42 -0%
LRPA
347
L. Roy Papp & Associates
Arizona
$4.03M +$2.44K +87 +0.1%
ISWM
348
Independent Solutions Wealth Management
New York
$4M -$133K -4,752 -3%
CBU
349
CIBC Bancorp USA
Illinois
$3.99M -$16.2K -577 -0.4%
FWP
350
Flatrock Wealth Partners
California
$3.98M – – –
12 13
14
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