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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
376
Chicago Partners Investment Group
Illinois
$781K -$97.7K -7,434 -11%
AWA
377
Acorn Wealth Advisors
Michigan
$776K -$50.3K -3,822 -6%
RI
378
Ridgewood Investments
New Jersey
$772K -$5.29K -402 -0.7%
MAG
379
Mayfair Advisory Group
Alabama
$766K -$139K -10,572 -15%
TWM
380
Tolleson Wealth Management
Texas
$766K -$17.9K -1,362 -2%
CRC
381
Curi RMB Capital
Illinois
$763K -$145K -11,058 -16%
CTA
382
Chesley Taft & Associates
Illinois
$755K +$6.31K +480 +0.9%
WCM
383
Washburn Capital Management
Florida
$742K -$523K -39,792 -42%
AFA
384
Atlanta Financial Associates
Georgia
$742K +$1.5K +114 +0.2%
GSAM
385
Grant Street Asset Management
Pennsylvania
$741K -$473 -36 -0.1%
GP
386
Greenline Partners
New York
$732K +$4.42K +336 +0.6%
TCM
387
Twele Capital Management
Minnesota
$728K +$1.42K +108 +0.2%
AAP
388
Arax Advisory Partners
Colorado
$726K -$7.18K -546 -1%
DSAM
389
Dock Street Asset Management
Florida
$703K -$491K -37,368 -41%
PS
390
Planned Solutions
California
$701K +$695K +52,842 New
WWM
391
Windsor Wealth Management
Indiana
$697K +$14.3K +1,086 +2%
G
392
Gainplan
Michigan
$692K -$20.7K -1,578 -3%
NRI
393
NFP Retirement Inc
California
$686K -$53.3K -4,056 -7%
DADC
394
D.A. Davidson & Co
Montana
$665K – – –
BF
395
Blankinship & Foster
California
$657K -$9.94K -756 -2%
SGCA
396
Steel Grove Capital Advisors
Tennessee
$648K – – –
SIAS
397
Shine Investment Advisory Services
Colorado
$639K -$93.6K -7,116 -13%
PP
398
Pegasus Partners
Wisconsin
$636K – – –
RCA
399
Rowland Carmichael Advisors
Arizona
$627K +$101K +7,704 +19%
NDSI
400
Newman Dignan & Sheerar Inc
Rhode Island
$620K +$4.73K +360 +0.8%
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