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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
351
Colony Group
Massachusetts
$1.11M -$447K -31,398 -30%
GWM
352
Gray Wealth Management
Maine
$1.11M -$59.7K -4,194 -5%
IAP
353
Indie Asset Partners
Indiana
$1.1M -$85.5K -6,000 -8%
HI
354
Hendershot Investments
Virginia
$1.09M +$14.5K +1,020 +1%
AFP
355
Ausdal Financial Partners
Iowa
$1.09M +$126K +8,826 +14%
KWM
356
Keebeck Wealth Management
Illinois
$1.08M +$7.61K +534 +0.8%
FVWA
357
Foster Victor Wealth Advisors
South Carolina
$1.08M +$790K +55,440 +355%
FNBOMD
358
First National Bank of Mount Dora
Florida
$1.07M -$34.2K -2,400 -3%
TIA
359
Traphagen Investment Advisors
New Jersey
$1.06M -$525K -36,894 -34%
SW
360
SVB Wealth
Massachusetts
$1.06M +$18.8K +1,320 +2%
DI
361
Diligent Investors
California
$1.06M +$30.9K +2,172 +3%
SCP
362
Shorepoint Capital Partners
Massachusetts
$1.04M +$13.8K +972 +1%
ML
363
McAdam LLC
Pennsylvania
$1.04M -$82K -5,760 -8%
PIP
364
Peachtree Investment Partners
Florida
$1.04M +$3.33K +234 +0.3%
NHC
365
Nicholas Hoffman & Company
Georgia
$1.03M +$85 +6 +0%
AFAS
366
Acorn Financial Advisory Services
Virginia
$1.03M +$598 +42 +0.1%
CNFG
367
Creegan & Nassoura Financial Group
New Hampshire
$1.03M -$8.55K -600 -0.9%
FWM
368
Focused Wealth Management
New York
$1.03M +$85 +6 +0%
CFA
369
Carroll Financial Associates
North Carolina
$1.02M +$45.5K +3,198 +5%
RPSA
370
Richard P. Slaughter Associates
Texas
$1.02M -$322K -22,626 -25%
RWRC
371
R.W. Roge & Company
New York
$1.01M -$1.28K -90 -0.1%
EAM
372
Evanson Asset Management
California
$998K +$6.84K +480 +0.7%
FT
373
Fiduciary Trust
Massachusetts
$992K -$66.4K -4,662 -7%
AWA
374
Acorn Wealth Advisors
Michigan
$986K +$92.6K +6,504 +11%
PWM
375
Perigon Wealth Management
California
$984K +$69.5K +4,878 +8%
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15
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