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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
376
Fairview Capital Investment Management
California
$322K +$65.8K +6,090 +23%
LWAC
377
Laurel Wealth Advisors (California)
California
$321K +$123K +11,370 +55%
JC
378
Jacobs & Co
California
$317K +$29.8K +2,760 +10%
SAM
379
Summit Asset Management
Tennessee
$311K +$65 +6 +0%
SAM
380
Smithbridge Asset Management
Pennsylvania
$308K +$71.9K +6,654 +27%
S
381
SignatureFD
Georgia
$304K -$6.36K -588 -2%
NEGWA
382
New England Guild Wealth Advisors
Connecticut
$300K +$130 +12 +0%
ACP
383
Aviance Capital Partners
Florida
$299K -$65 -6 -0%
SHA
384
Seneca House Advisors
Virginia
$299K +$71.4K +6,606 +28%
AIM
385
Aspen Investment Management
Michigan
$298K -$52K -4,806 -14%
RWA
386
River Wealth Advisors
Pennsylvania
$296K – – –
ARMC
387
American Research & Management Company
Massachusetts
$291K +$65 +6 +0%
CFIA
388
Cantor Fitzgerald Investment Advisors
New York
$290K +$313K +28,986 New
SWM
389
Stockman Wealth Management
Montana
$286K +$64.2K +5,934 +26%
STMM
390
South Texas Money Management
Texas
$279K -$510K -47,154 -63%
QCMNJ
391
Quantum Capital Management (New Jersey)
New Jersey
$278K -$27.4K -2,538 -8%
AWA
392
Arete Wealth Advisors
Illinois
$273K – – –
WWM
393
Windsor Wealth Management
Indiana
$273K +$296K +27,366 New
OIA
394
Optimum Investment Advisors
Illinois
$272K – – –
PA
395
Paracle Advisors
Washington
$272K +$39.6K +3,666 +16%
CG
396
Caprock Group
Idaho
$268K +$290K +26,838 New
KBFS
397
Kohmann Bosshard Financial Services
Ohio
$267K – – –
MCM
398
Maxim Capital Management
California
$266K +$288K +26,634 New
PFA
399
Pinnacle Family Advisors
Missouri
$260K -$45.2K -4,182 -14%
LA
400
Leonetti & Associates
Illinois
$259K – – –
14 15
16
17 18