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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
326
One Capital Management
California
$590K +$18.5K +1,698 +3%
MAA
327
Mraz Amerine & Associates
California
$590K +$568K +52,026 New
SWM
328
Stockman Wealth Management
Montana
$589K +$255K +23,358 +82%
VCM
329
Vigilant Capital Management
Maine
$588K +$21.9K +2,004 +4%
PI
330
Pachira Investments
California
$586K -$33.3K -3,048 -6%
LAIC
331
Lederer & Associates Investment Counsel
California
$586K +$2.03K +186 +0.4%
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$580K +$558K +51,126 New
HI
333
Hendershot Investments
Virginia
$575K +$65.6K +6,012 +13%
CPIG
334
Chicago Partners Investment Group
Illinois
$565K -$147K -13,446 -22%
WAM
335
Weatherly Asset Management
California
$558K -$131K -11,982 -20%
SAM
336
Smithbridge Asset Management
Pennsylvania
$553K +$195K +17,898 +58%
JIP
337
Jaffetilchin Investment Partners
Florida
$552K +$2.88K +264 +0.5%
GG
338
Gofen & Glossberg
Illinois
$551K +$24.6K +2,250 +5%
BPM
339
Bowling Portfolio Management
Ohio
$545K +$165K +15,120 +46%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$539K – – –
IF
341
IRON Financial
Illinois
$536K +$516K +47,274 New
WCM
342
WealthBridge Capital Management
Ohio
$530K +$60.6K +5,550 +14%
S
343
SignatureFD
Georgia
$527K +$175K +16,032 +53%
EWM
344
Edge Wealth Management
New York
$524K -$339K -31,080 -40%
ACM
345
Armbruster Capital Management
New York
$523K -$48.4K -4,428 -9%
PAA
346
Peregrine Asset Advisers
Oregon
$522K +$502K +45,990 New
FTUS
347
Flow Traders U.S.
New York
$517K +$497K +45,552 New
CTA
348
Chesley Taft & Associates
Illinois
$507K +$41.9K +3,840 +9%
CBA
349
Coastal Bridge Advisors
Connecticut
$500K -$3.01K -276 -0.6%
CW
350
CreativeOne Wealth
Kansas
$500K +$482K +44,106 New
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