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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
376
Mayfair Advisory Group
Alabama
$766K -$139K -10,572 -15%
TWM
377
Tolleson Wealth Management
Texas
$766K -$17.9K -1,362 -2%
CRC
378
Curi RMB Capital
Illinois
$763K -$145K -11,058 -16%
CTA
379
Chesley Taft & Associates
Illinois
$755K +$6.31K +480 +0.9%
WCM
380
Washburn Capital Management
Florida
$742K -$523K -39,792 -42%
AFA
381
Atlanta Financial Associates
Georgia
$742K +$1.5K +114 +0.2%
GSAM
382
Grant Street Asset Management
Pennsylvania
$741K -$473 -36 -0.1%
GP
383
Greenline Partners
New York
$732K +$4.42K +336 +0.6%
TCM
384
Twele Capital Management
Minnesota
$728K +$1.42K +108 +0.2%
AAP
385
Arax Advisory Partners
Colorado
$726K -$7.18K -546 -1%
DSAM
386
Dock Street Asset Management
Florida
$703K -$491K -37,368 -41%
PS
387
Planned Solutions
California
$701K +$695K +52,842 New
WWM
388
Windsor Wealth Management
Indiana
$697K +$14.3K +1,086 +2%
G
389
Gainplan
Michigan
$692K -$20.7K -1,578 -3%
NRI
390
NFP Retirement Inc
California
$686K -$53.3K -4,056 -7%
DADC
391
D.A. Davidson & Co
Montana
$665K – – –
BF
392
Blankinship & Foster
California
$657K -$9.94K -756 -2%
SGCA
393
Steel Grove Capital Advisors
Tennessee
$648K – – –
SIAS
394
Shine Investment Advisory Services
Colorado
$639K -$93.6K -7,116 -13%
PP
395
Pegasus Partners
Wisconsin
$636K – – –
RCA
396
Rowland Carmichael Advisors
Arizona
$627K +$101K +7,704 +19%
NDSI
397
Newman Dignan & Sheerar Inc
Rhode Island
$620K +$4.73K +360 +0.8%
SFSIG
398
San Francisco Sentry Investment Group
California
$618K -$53.3K -4,050 -8%
TC
399
Tatro Capital
Kentucky
$610K +$28.1K +2,136 +5%
SFG
400
StrategIQ Financial Group
Indiana
$602K -$33.1K -2,514 -5%
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16
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