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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Summit Asset Management
Tennessee
$311K +$65 +6 +0%
SAM
377
Smithbridge Asset Management
Pennsylvania
$308K +$71.9K +6,654 +27%
S
378
SignatureFD
Georgia
$304K -$6.36K -588 -2%
NEGWA
379
New England Guild Wealth Advisors
Connecticut
$300K +$130 +12 +0%
ACP
380
Aviance Capital Partners
Florida
$299K -$65 -6 -0%
SHA
381
Seneca House Advisors
Virginia
$299K +$71.4K +6,606 +28%
AIM
382
Aspen Investment Management
Michigan
$298K -$52K -4,806 -14%
RWA
383
River Wealth Advisors
Pennsylvania
$296K – – –
ARMC
384
American Research & Management Company
Massachusetts
$291K +$65 +6 +0%
CFIA
385
Cantor Fitzgerald Investment Advisors
New York
$290K +$313K +28,986 New
SWM
386
Stockman Wealth Management
Montana
$286K +$64.2K +5,934 +26%
STMM
387
South Texas Money Management
Texas
$279K -$510K -47,154 -63%
QCMNJ
388
Quantum Capital Management (New Jersey)
New Jersey
$278K -$27.4K -2,538 -8%
AWA
389
Arete Wealth Advisors
Illinois
$273K – – –
WWM
390
Windsor Wealth Management
Indiana
$273K +$296K +27,366 New
OIA
391
Optimum Investment Advisors
Illinois
$272K – – –
PA
392
Paracle Advisors
Washington
$272K +$39.6K +3,666 +16%
CG
393
Caprock Group
Idaho
$268K +$290K +26,838 New
KBFS
394
Kohmann Bosshard Financial Services
Ohio
$267K – – –
MCM
395
Maxim Capital Management
California
$266K +$288K +26,634 New
PFA
396
Pinnacle Family Advisors
Missouri
$260K -$45.2K -4,182 -14%
LA
397
Leonetti & Associates
Illinois
$259K – – –
FNBT
398
FineMark National Bank & Trust
Florida
$255K +$75K +6,936 +37%
TW
399
Transform Wealth
Colorado
$253K – – –
AAS
400
Annex Advisory Services
Wisconsin
$253K +$6.42K +594 +2%
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