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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
376
Matthew Hamilton Rosenberg
$1.26M -$233K -14,511 -15%
EH
377
Equitable Holdings
New York
$1.26M +$125K +7,767 +10%
LWAC
378
Laurel Wealth Advisors (California)
California
$1.25M +$193 +12 +0%
CSI
379
Cross Staff Investments
New York
$1.23M -$58.1K -3,621 -4%
LWM
380
Laidlaw Wealth Management
New York
$1.23M -$48.6K -3,027 -3%
GWM
381
Gray Wealth Management
Maine
$1.22M -$26.6K -1,656 -2%
JF
382
Joule Financial
Kentucky
$1.22M +$1.33M +82,722 New
GWA
383
Geometric Wealth Advisors
District of Columbia
$1.22M +$4.38K +273 +0.3%
SEM
384
Strategic Equity Management
Arizona
$1.21M -$63.9K -3,981 -5%
FNBOMD
385
First National Bank of Mount Dora
Florida
$1.21M +$13.2K +825 +1%
DI
386
Diligent Investors
California
$1.21M -$17K -1,059 -1%
GCA
387
Gradient Capital Advisors
California
$1.19M -$47.1K -2,934 -4%
AA
388
Ancora Advisors
Ohio
$1.19M +$18.2K +1,137 +1%
DI
389
Disciplined Investments
Oklahoma
$1.18M +$5.01K +312 +0.4%
DAS
390
Dynamic Advisor Solutions
Arizona
$1.18M +$21.2K +1,320 +2%
NL
391
NEPC LLC
Massachusetts
$1.17M +$34.9K +2,172 +3%
RTL
392
Red Tortoise LLC
Georgia
$1.16M -$305K -19,032 -19%
AWA
393
Acorn Wealth Advisors
Michigan
$1.16M -$87.4K -5,445 -6%
PIP
394
Peachtree Investment Partners
Florida
$1.15M -$1.08M -67,590 -46%
MFA
395
Morling Financial Advisors
California
$1.15M -$53.4K -3,327 -4%
MA
396
MCF Advisors
Kentucky
$1.13M +$193 +12 +0%
NCM
397
Northwest Capital Management
Oregon
$1.12M – – –
SCM
398
Seascape Capital Management
New Hampshire
$1.11M +$7.27K +453 +0.6%
WWP
399
Waypoint Wealth Partners
California
$1.11M – – –
SAM
400
Smithbridge Asset Management
Pennsylvania
$1.1M -$115K -7,191 -9%
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