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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Modera Wealth Management
New Jersey
$2.1M +$1.15K +54 +0.1%
SAG
402
SageView Advisory Group
California
$2.09M -$38.3K -1,794 -2%
EWM
403
Empirical Wealth Management
Washington
$2.07M +$30.7K +1,440 +2%
CSI
404
Cross Staff Investments
New York
$2.05M +$130K +6,078 +7%
VCAM
405
Van Cleef Asset Management
Ohio
$2.05M -$49K -2,295 -2%
GG
406
Gleason Group
Kentucky
$2.04M +$13K +609 +0.7%
TIA
407
Traphagen Investment Advisors
New Jersey
$2.02M +$4.93K +231 +0.3%
SAMC
408
Spectrum Asset Management (California)
California
$2.02M -$61.1K -2,862 -3%
MAG
409
Mayfair Advisory Group
Alabama
$1.99M +$484K +22,659 +34%
AA
410
Advisory Alpha
Michigan
$1.98M -$15.8K -738 -0.8%
CA
411
CGN Advisors
Kansas
$1.97M -$732K -34,281 -28%
TYCC
412
Texas Yale Capital Corp
Florida
$1.96M – – –
OA
413
Operose Advisors
Wisconsin
$1.94M +$11.8K +555 +0.6%
WCM
414
Weik Capital Management
Pennsylvania
$1.94M -$22.1K -1,035 -1%
HIC
415
Holderness Investments Company
North Carolina
$1.92M +$285K +13,341 +18%
GWA
416
Geometric Wealth Advisors
District of Columbia
$1.91M -$81.5K -3,819 -4%
PA
417
Pinnacle Associates
New York
$1.9M +$119K +5,574 +6%
ATI
418
ARK & TLK Investments
Oklahoma
$1.9M -$2.56K -120 -0.1%
HI
419
Hendershot Investments
Virginia
$1.9M +$27.2K +1,275 +2%
AA
420
Axiom Advisory
California
$1.89M +$36.1K +1,689 +2%
MOS
421
MGO One Seven
Ohio
$1.88M +$42.8K +2,004 +2%
HR
422
Howe & Rusling
New York
$1.88M +$2.56K +120 +0.1%
AA
423
Ancora Advisors
Ohio
$1.85M +$8.78K +411 +0.5%
RPWA
424
Regent Peak Wealth Advisors
Georgia
$1.83M – – –
FNBOMD
425
First National Bank of Mount Dora
Florida
$1.82M – – –
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