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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
426
Financial Advocates Investment Management
Washington
$251K +$241K +22,086 New
SMFS
427
Squar Milner Financial Services
California
$248K – – –
FIM
428
Frontier Investment Management
Texas
$246K +$11.3K +1,038 +5%
CCM
429
Carlson Capital Management
Minnesota
$242K +$1.51K +138 +0.7%
RCAG
430
Rehmann Capital Advisory Group
Michigan
$241K +$232K +21,204 New
GC
431
Grimes & Company
Massachusetts
$240K +$131 +12 +0.1%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$240K +$53.9K +4,932 +30%
RPA
433
Rock Point Advisors
Vermont
$239K -$197 -18 -0.1%
AWM
434
Avior Wealth Management
Nebraska
$237K -$13.3K -1,218 -6%
WA
435
Wealth Architects
California
$232K +$721 +66 +0.3%
MFT
436
Moisand Fitzgerald Tamayo
Florida
$232K +$32.2K +2,946 +17%
CA
437
Cortland Associates
Missouri
$232K +$224K +20,490 New
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$225K -$313K -28,686 -59%
RAG
439
Roof Advisory Group
Pennsylvania
$220K -$3.41M -311,970 -94%
PWMAG
440
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$212K +19,380 New
HIC
441
Hartline Investment Corp
Illinois
$216K +$208K +19,086 New
AAS
442
Annex Advisory Services
Wisconsin
$215K -$69.3K -6,348 -25%
NFG
443
Noven Financial Group
Colorado
$215K +$207K +18,966 New
PWM
444
Paulson Wealth Management
Illinois
$212K +$204K +18,708 New
MCM
445
Mengis Capital Management
Oregon
$210K +$202K +18,516 New
ECM
446
Evergreen Capital Management
Washington
$208K +$200K +18,300 New
AWM
447
Apollon Wealth Management
South Carolina
$206K -$5.15M -472,068 -96%
CAMG
448
CWA Asset Management Group
Florida
$206K +$198K +18,120 New
CCP
449
Clarkston Capital Partners
Michigan
$206K +$199K +18,186 New
GT
450
Glenmede Trust
Pennsylvania
$205K – – –
16 17
18
19 20