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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
376
Integrated Wealth Concepts
Massachusetts
$1.38M -$181K -12,069 -12%
SCA
377
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M +$812 +54 +0.1%
BWP
378
BSW Wealth Partners
Colorado
$1.36M +$47.4K +3,153 +4%
FMTC
379
Farmers & Merchants Trust Company
California
$1.35M +$1.35M +90,060 New
S
380
SignatureFD
Georgia
$1.34M +$43.2K +2,877 +3%
MMA
381
Miracle Mile Advisors
California
$1.33M +$13.7K +909 +1%
SMA
382
Sage Mountain Advisors
Georgia
$1.33M +$1.34M +89,139 New
MPM
383
Meritage Portfolio Management
Kansas
$1.33M -$33.9K -2,256 -2%
FT
384
Fiduciary Trust
Massachusetts
$1.33M -$9.24K -615 -0.7%
WPIC
385
White Pine Investment Company
Michigan
$1.32M +$41.2K +2,739 +3%
FG
386
Foster Group
Iowa
$1.32M -$33.8K -2,250 -2%
RPWA
387
Regent Peak Wealth Advisors
Georgia
$1.26M +$634K +42,204 +100%
AWA
388
Acorn Wealth Advisors
Michigan
$1.26M -$4.33K -288 -0.3%
FA
389
Faithward Advisors
Pennsylvania
$1.26M -$109K -7,275 -8%
JF
390
Joule Financial
Kentucky
$1.25M +$62.5K +4,161 +5%
GWMI
391
Guardian Wealth Management (Illinois)
Illinois
$1.24M -$48.6K -3,231 -4%
HI
392
Hendershot Investments
Virginia
$1.23M +$32.4K +2,157 +3%
FNBOMD
393
First National Bank of Mount Dora
Florida
$1.22M – – –
AFP
394
Ausdal Financial Partners
Iowa
$1.22M -$69.7K -4,635 -5%
DI
395
Diligent Investors
California
$1.22M -$2.93K -195 -0.2%
MA
396
Modus Advisors
Minnesota
$1.21M -$77.5K -5,160 -6%
LWAC
397
Laurel Wealth Advisors (California)
California
$1.21M -$52.1K -3,465 -4%
DI
398
Disciplined Investments
Oklahoma
$1.21M +$5.37K +357 +0.4%
AA
399
Ancora Advisors
Ohio
$1.2M -$11.5K -762 -0.9%
RG
400
Retirement Group
California
$1.19M -$78.1K -5,199 -6%
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16
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