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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
351
Lederer & Associates Investment Counsel
California
$722K -$2.1K -174 -0.2%
BWM
352
BCS Wealth Management
Tennessee
$721K +$271K +22,434 +46%
EWM
353
Evermay Wealth Management
Virginia
$720K -$34.7K -2,868 -4%
CNFG
354
Creegan & Nassoura Financial Group
New Hampshire
$712K – – –
NNP
355
Nachman Norwood & Parrott
South Carolina
$711K – – –
ML
356
McAdam LLC
Pennsylvania
$700K +$842K +69,552 New
SCM
357
Seascape Capital Management
New Hampshire
$692K +$31.4K +2,592 +4%
CRC
358
Curi RMB Capital
Illinois
$690K +$829K +68,544 New
DAS
359
Dynamic Advisor Solutions
Arizona
$687K -$181K -14,922 -18%
FWM
360
Focused Wealth Management
New York
$686K +$43.6K +3,606 +6%
NHC
361
Nicholas Hoffman & Company
Georgia
$684K -$169K -13,932 -17%
CA
362
Callahan Advisors
Texas
$684K +$73 +6 +0%
HI
363
Hendershot Investments
Virginia
$684K +$69.4K +5,736 +9%
5L
364
55I LLC
Massachusetts
$679K -$2.04M -168,822 -73%
RCA
365
Resonant Capital Advisors
Wisconsin
$678K +$815K +67,344 New
CAN
366
Cetera Advisor Networks
California
$677K +$229K +18,954 +39%
SAM
367
Smithbridge Asset Management
Pennsylvania
$676K +$3.77K +312 +0.5%
MA
368
MCF Advisors
Kentucky
$667K +$1.81K +150 +0.2%
HA
369
Harborview Advisors
Maine
$660K +$64.8K +5,352 +9%
JWM
370
JFG Wealth Management
Colorado
$658K +$25.1K +2,076 +3%
CCM
371
Chilton Capital Management
Texas
$656K +$64.2K +5,304 +9%
PA
372
Perennial Advisors
New York
$655K -$162K -13,416 -17%
HR
373
Hayden Royal
North Carolina
$652K +$784K +64,764 New
CFA
374
Carroll Financial Associates
North Carolina
$650K +$11.7K +966 +2%
BF
375
Blankinship & Foster
California
$649K -$682K -56,388 -47%
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