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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
376
Carroll Financial Associates
North Carolina
$815K +$62.1K +5,064 +9%
JWM
377
JFG Wealth Management
Colorado
$811K -$30.3K -2,466 -4%
CWP
378
Capital Wealth Planning
Florida
$810K +$79K +6,438 +11%
IWM
379
IHT Wealth Management
Illinois
$803K +$769K +62,682 New
PP
380
Pegasus Partners
Wisconsin
$801K – – –
HI
381
Hendershot Investments
Virginia
$796K +$62K +5,052 +9%
SMC
382
Smith, Moore & Co
Missouri
$779K – – –
HA
383
Harborview Advisors
Maine
$771K +$4.27K +348 +0.6%
CCM
384
Chilton Capital Management
Texas
$766K +$3.98K +324 +0.5%
RI
385
Ridgewood Investments
New Jersey
$750K -$140K -11,400 -16%
MPM
386
Meritage Portfolio Management
Kansas
$749K +$441K +35,940 +160%
SFSIG
387
San Francisco Sentry Investment Group
California
$748K +$74 +6 +0%
TCM
388
Twele Capital Management
Minnesota
$737K -$53.2K -4,338 -7%
SCP
389
Shorepoint Capital Partners
Massachusetts
$733K +$16.1K +1,314 +2%
CTA
390
Chesley Taft & Associates
Illinois
$720K +$53.7K +4,380 +8%
SW
391
SVB Wealth
Massachusetts
$696K +$667K +54,324 New
GP
392
Greenline Partners
New York
$696K +$667K +54,330 New
EGWAG
393
Elwood & Goetz Wealth Advisory Group
Georgia
$690K -$307K -25,014 -32%
WAM
394
Weatherly Asset Management
California
$666K +$9.57K +780 +2%
FM
395
Foster & Motley
Ohio
$658K +$3.39K +276 +0.5%
FWM
396
Frontier Wealth Management
Missouri
$649K -$126K -10,248 -17%
GG
397
Gofen & Glossberg
Illinois
$640K -$4.93K -402 -0.8%
PI
398
Pachira Investments
California
$639K -$14.6K -1,188 -2%
NRI
399
NFP Retirement Inc
California
$637K +$612K +49,848 New
CA
400
Cetera Advisors
Colorado
$636K +$213K +17,346 +53%
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