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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
326
S.A. Mason
Michigan
$1.23M +$1.18M +95,802 New
EWM
327
Empirical Wealth Management
Washington
$1.21M -$92K -7,500 -7%
FWM
328
Filbrandt Wealth Management
Wisconsin
$1.21M +$1.16M +94,260 New
SWM
329
SVA Wealth Management
Wisconsin
$1.19M -$77.6K -6,324 -6%
WWM
330
Western Wealth Management
Colorado
$1.18M +$73.7K +6,006 +7%
FWP
331
FAS Wealth Partners
Kansas
$1.17M +$76K +6,192 +7%
DP
332
Denver PWM
Colorado
$1.17M -$167K -13,650 -13%
TYCC
333
Texas Yale Capital Corp
Florida
$1.15M +$442 +36 +0%
SIAS
334
Shine Investment Advisory Services
Colorado
$1.15M -$54K -4,398 -5%
PIM
335
Penobscot Investment Management
Massachusetts
$1.14M -$140K -11,400 -11%
PA
336
Pinnacle Associates
New York
$1.13M -$74.7K -6,084 -6%
AA
337
Ancora Advisors
Ohio
$1.11M -$13.7K -1,116 -1%
BL
338
BFSG LLC
California
$1.11M +$1.06M +86,406 New
CONA
339
Capital One National Association
New York
$1.1M +$1.06M +86,130 New
LWAC
340
Laurel Wealth Advisors (California)
California
$1.09M -$249K -20,304 -19%
RBFC
341
Roman Butler Fullerton & Co
Missouri
$1.08M -$214K -17,400 -17%
DAS
342
Dynamic Advisor Solutions
Arizona
$1.07M -$47.1K -3,840 -4%
NHC
343
Nicholas Hoffman & Company
Georgia
$1.05M +$147 +12 +0%
NCM
344
Northwest Capital Management
Oregon
$1.04M – – –
ZIC
345
ZWJ Investment Counsel
Georgia
$1.04M +$402K +32,730 +67%
IC
346
InterOcean Capital
Illinois
$1.04M +$77.7K +6,336 +8%
VWA
347
VERITY Wealth Advisors
United States
$1.03M – – –
IAP
348
Indie Asset Partners
Indiana
$1.02M +$981K +79,980 New
PA
349
Perennial Advisors
New York
$1M -$57.3K -4,668 -6%
RM
350
Resource Management
Louisiana
$996K +$442 +36 +0%
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