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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
376
Jackson Hole Capital Partners
Oklahoma
$2.24M -$47.5K -2,346 -2%
AFP
377
Ausdal Financial Partners
Iowa
$2.23M -$16.1K -795 -0.7%
OIM
378
Opus Investment Management
Massachusetts
$2.22M – – –
CPG
379
Cornerstone Planning Group
New Jersey
$2.19M +$2.21M +108,993 +25,406%
CAI
380
Capital Advisors Inc
Oklahoma
$2.15M -$98.9K -4,881 -5%
SW
381
SVB Wealth
Massachusetts
$2.14M -$38.7K -1,908 -2%
TSWM
382
Triangle Securities Wealth Management
North Carolina
$2.13M -$40.7K -2,007 -2%
KNFPWM
383
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.13M -$310K -15,285 -13%
WOSD
384
WFA of San Diego
California
$2.11M +$2.04M +100,902 New
EL
385
Essex LLC
Illinois
$2.11M -$14.1K -696 -0.7%
SA
386
Skyline Advisors
Washington
$2.11M – – –
SWM
387
Segment Wealth Management
Texas
$2.09M +$1.22K +60 +0.1%
OCM
388
One Capital Management
California
$2.08M +$192K +9,459 +11%
FG
389
Foster Group
Iowa
$2.06M – – –
WWC
390
Waypoint Wealth Counsel
Georgia
$2.05M -$76.6K -3,783 -4%
JIR
391
James Investment Research
Ohio
$2.05M +$206K +10,173 +12%
YIA
392
YHB Investment Advisors
Connecticut
$2.04M -$29.7K -1,467 -1%
AMG
393
Asset Management Group
Connecticut
$2.04M +$21.5K +1,059 +1%
PS
394
Planned Solutions
California
$2.04M +$65.1K +3,213 +3%
PA
395
Pinnacle Associates
New York
$2.03M -$108K -5,313 -5%
SAG
396
SageView Advisory Group
California
$2.01M +$1.95M +96,117 New
FFA
397
Farther Finance Advisors
California
$2M +$716K +35,346 +59%
MWM
398
Modera Wealth Management
New Jersey
$1.99M -$1.22K -60 -0.1%
VCAM
399
Van Cleef Asset Management
Ohio
$1.99M – – –
SAMC
400
Spectrum Asset Management (California)
California
$1.97M -$373K -18,408 -16%
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