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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
376
O'Dell Group
Ohio
$641K – – –
SGCA
377
Steel Grove Capital Advisors
Tennessee
$633K -$59.8K -4,944 -7%
CWM
378
Cabot Wealth Management
Massachusetts
$630K -$630K -52,074 -45%
SWM
379
SVA Wealth Management
Wisconsin
$629K -$363K -30,024 -32%
MPM
380
Meritage Portfolio Management
Kansas
$629K +$49K +4,050 +7%
WCM
381
Wealthcare Capital Management
Virginia
$622K -$713K -58,938 -49%
NCM
382
Northwest Capital Management
Oregon
$608K -$255K -21,096 -26%
TCM
383
Twele Capital Management
Minnesota
$606K +$32.5K +2,682 +5%
G
384
Gainplan
Michigan
$599K -$32.4M -2,680,356 -98%
TWM
385
Tolleson Wealth Management
Texas
$595K +$715K +59,058 New
RI
386
Ridgewood Investments
New Jersey
$590K – – –
AFA
387
Atlanta Financial Associates
Georgia
$587K +$705K +58,272 New
CWP
388
Capital Wealth Planning
Florida
$583K -$64.8K -5,352 -8%
PWM
389
Perigon Wealth Management
California
$577K +$327K +27,012 +104%
CTA
390
Chesley Taft & Associates
Illinois
$568K +$1.81K +150 +0.3%
NRI
391
NFP Retirement Inc
California
$556K +$64.6K +5,340 +11%
GP
392
Greenline Partners
New York
$550K +$3.56K +294 +0.5%
SW
393
SVB Wealth
Massachusetts
$547K – – –
CAG
394
Crestwood Advisors Group
Massachusetts
$545K +$66.9K +5,532 +11%
EAM
395
Evanson Asset Management
California
$515K +$337K +27,852 +120%
TIM
396
Tortoise Investment Management
New York
$513K +$430K +35,496 +229%
CCM
397
Carlson Capital Management
Minnesota
$504K +$124K +10,284 +29%
SFSIG
398
San Francisco Sentry Investment Group
California
$502K -$104K -8,598 -15%
GI
399
GS Investments
Minnesota
$493K +$297K +24,522 +100%
SFG
400
StrategIQ Financial Group
Indiana
$485K +$312K +25,806 +115%
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16
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