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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
351
Chesley Taft & Associates
Illinois
$614K +$74.8K +6,330 +14%
WAM
352
Weatherly Asset Management
California
$606K -$22.7K -1,920 -4%
FM
353
Foster & Motley
Ohio
$605K +$603K +51,072 New
PI
354
Pachira Investments
California
$604K +$7.51K +636 +1%
GG
355
Gofen & Glossberg
Illinois
$596K +$6.52K +552 +1%
EFSCE
356
Enterprise Financial Services Corp (EFSC)
Missouri
$592K -$142 -12 -0%
JIP
357
Jaffetilchin Investment Partners
Florida
$582K +$5.25K +444 +0.9%
GI
358
GS Investments
Minnesota
$578K +$77K +6,516 +15%
ZIC
359
ZWJ Investment Counsel
Georgia
$575K +$121K +10,200 +27%
HCIA
360
Hochman Cole Investment Advisors
Illinois
$565K -$27.5K -2,328 -5%
VCM
361
Vigilant Capital Management
Maine
$564K -$95.6K -8,094 -15%
S
362
SignatureFD
Georgia
$549K -$28.4K -2,400 -5%
LAIC
363
Lederer & Associates Investment Counsel
California
$547K -$50.6K -4,284 -8%
CAG
364
Crestwood Advisors Group
Massachusetts
$541K +$21.2K +1,794 +4%
LWMT
365
Legacy Wealth Management (Tennessee)
Tennessee
$540K +$49.8K +4,218 +10%
CBA
366
Coastal Bridge Advisors
Connecticut
$521K – – –
ATC
367
Argent Trust Co
Tennessee
$515K – – –
CWM
368
Cranbrook Wealth Management
Michigan
$500K – – –
IFS
369
Ifrah Financial Services
Arkansas
$499K -$2.69K -228 -0.5%
CIC
370
Carnegie Investment Counsel
Ohio
$498K +$25.7K +2,178 +5%
WCM
371
WealthBridge Capital Management
Ohio
$494K +$14.3K +1,206 +3%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$493K -$69.1K -5,850 -12%
MIA
373
MainStreet Investment Advisors
Illinois
$492K -$69.1K -5,850 -12%
CAN
374
Cetera Advisor Networks
California
$476K +$58.7K +4,968 +14%
JC
375
Jacobs & Co
California
$473K +$22.8K +1,932 +5%
13 14
15
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