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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
Cabot Wealth Management
Massachusetts
$630K -$630K -52,074 -45%
SWM
377
SVA Wealth Management
Wisconsin
$629K -$363K -30,024 -32%
MPM
378
Meritage Portfolio Management
Kansas
$629K +$49K +4,050 +7%
WCM
379
Wealthcare Capital Management
Virginia
$622K -$713K -58,938 -49%
NCM
380
Northwest Capital Management
Oregon
$608K -$255K -21,096 -26%
TCM
381
Twele Capital Management
Minnesota
$606K +$32.5K +2,682 +5%
G
382
Gainplan
Michigan
$599K -$32.4M -2,680,356 -98%
TWM
383
Tolleson Wealth Management
Texas
$595K +$715K +59,058 New
RI
384
Ridgewood Investments
New Jersey
$590K – – –
AFA
385
Atlanta Financial Associates
Georgia
$587K +$705K +58,272 New
CWP
386
Capital Wealth Planning
Florida
$583K -$64.8K -5,352 -8%
PWM
387
Perigon Wealth Management
California
$577K +$327K +27,012 +104%
CTA
388
Chesley Taft & Associates
Illinois
$568K +$1.81K +150 +0.3%
NRI
389
NFP Retirement Inc
California
$556K +$64.6K +5,340 +11%
GP
390
Greenline Partners
New York
$550K +$3.56K +294 +0.5%
SW
391
SVB Wealth
Massachusetts
$547K – – –
CAG
392
Crestwood Advisors Group
Massachusetts
$545K +$66.9K +5,532 +11%
EAM
393
Evanson Asset Management
California
$515K +$337K +27,852 +120%
TIM
394
Tortoise Investment Management
New York
$513K +$430K +35,496 +229%
CCM
395
Carlson Capital Management
Minnesota
$504K +$124K +10,284 +29%
SFSIG
396
San Francisco Sentry Investment Group
California
$502K -$104K -8,598 -15%
GI
397
GS Investments
Minnesota
$493K +$297K +24,522 +100%
SFG
398
StrategIQ Financial Group
Indiana
$485K +$312K +25,806 +115%
PP
399
Pegasus Partners
Wisconsin
$483K -$176K -14,580 -23%
CAM
400
Cresset Asset Management
Illinois
$483K +$47.8K +3,948 +9%
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16
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