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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
376
Cross Staff Investments
New York
$1.18M +$11.3K +729 +0.9%
RWM
377
Ritholtz Wealth Management
New York
$1.18M +$1.31M +84,261 New
EH
378
Equitable Holdings
New York
$1.17M -$29.2K -1,878 -2%
GWA
379
Geometric Wealth Advisors
District of Columbia
$1.15M -$8.96K -576 -0.7%
FNBOMD
380
First National Bank of Mount Dora
Florida
$1.15M – – –
DI
381
Diligent Investors
California
$1.14M -$3.69K -237 -0.3%
AA
382
Ancora Advisors
Ohio
$1.13M +$7.75K +498 +0.6%
DI
383
Disciplined Investments
Oklahoma
$1.13M +$5.37K +345 +0.4%
HI
384
Hendershot Investments
Virginia
$1.12M -$127K -8,181 -9%
JF
385
Joule Financial
Kentucky
$1.12M -$46.4K -2,982 -4%
BCM
386
Brookstone Capital Management
Illinois
$1.12M +$257K +16,524 +26%
NL
387
NEPC LLC
Massachusetts
$1.11M – – –
IC
388
IEQ Capital
California
$1.1M +$960K +61,704 +372%
LWM
389
Laidlaw Wealth Management
New York
$1.09M -$86.1K -5,535 -7%
OA
390
Operose Advisors
Wisconsin
$1.09M -$272K -17,478 -18%
WWP
391
Waypoint Wealth Partners
California
$1.08M +$28.1K +1,806 +2%
SIA
392
Schechter Investment Advisors
Michigan
$1.07M +$1.2M +76,821 New
EAM
393
Evanson Asset Management
California
$1.07M +$680K +43,689 +132%
MFA
394
Morling Financial Advisors
California
$1.07M -$17.3K -1,113 -1%
AL
395
Aspiriant LLC
California
$1.07M +$27.1K +1,740 +2%
SCM
396
Seascape Capital Management
New Hampshire
$1.06M +$6.72K +432 +0.6%
NCM
397
Northwest Capital Management
Oregon
$1.06M -$4.57K -294 -0.4%
GWM
398
Gray Wealth Management
Maine
$1.04M -$131K -8,427 -10%
SAM
399
S.A. Mason
Michigan
$1.04M +$4.67K +300 +0.4%
MTIC
400
Missouri Trust & Investment Company
Missouri
$1.03M -$14.9K -957 -1%
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