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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
376
Tortoise Investment Management
New York
$1.48M +$392K +22,308 +37%
DI
377
Diligent Investors
California
$1.48M +$26.6K +1,518 +2%
PAMG
378
Patton Albertson Miller Group
Tennessee
$1.47M -$1.05K -60 -0.1%
GWA
379
Geometric Wealth Advisors
District of Columbia
$1.46M +$1.22M +69,732 +556%
SAM
380
Smithbridge Asset Management
Pennsylvania
$1.46M +$2.95K +168 +0.2%
FWP
381
FAS Wealth Partners
Kansas
$1.46M +$2.11K +120 +0.1%
FG
382
Foster Group
Iowa
$1.45M +$316K +18,012 +28%
MFA
383
Morling Financial Advisors
California
$1.44M -$22K -1,254 -2%
FNBOMD
384
First National Bank of Mount Dora
Florida
$1.44M +$30.3K +1,728 +2%
OA
385
Operose Advisors
Wisconsin
$1.44M +$132K +7,548 +10%
DI
386
Disciplined Investments
Oklahoma
$1.42M +$3.9K +222 +0.3%
AF
387
Allworth Financial
California
$1.42M +$239K +13,593 +21%
AA
388
Ancora Advisors
Ohio
$1.41M +$8.85K +504 +0.6%
SHJ
389
Sharkey, Howes & Javer
Colorado
$1.41M -$96.4K -5,493 -6%
SAM
390
S.A. Mason
Michigan
$1.41M – – –
AAP
391
Arax Advisory Partners
Colorado
$1.41M +$273K +15,546 +25%
DAS
392
Dynamic Advisor Solutions
Arizona
$1.4M -$32.1K -1,830 -2%
SCM
393
Southport Capital Management
Tennessee
$1.38M – – –
EH
394
Equitable Holdings
New York
$1.38M +$737 +42 +0.1%
NL
395
NEPC LLC
Massachusetts
$1.37M -$1.35M -77,022 -50%
MA
396
MCF Advisors
Kentucky
$1.36M +$1.35M +76,680 New
NCM
397
Northwest Capital Management
Oregon
$1.35M -$9.27K -528 -0.7%
CAI
398
Capital Advisors Inc
Oklahoma
$1.34M +$2.16K +123 +0.2%
WWP
399
Waypoint Wealth Partners
California
$1.34M +$175K +9,978 +15%
MTIC
400
Missouri Trust & Investment Company
Missouri
$1.34M -$105K -5,970 -7%
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