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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
COF
426
Capital One Financial
Virginia
$523K -$406K -30,858 -44%
IFS
427
Ifrah Financial Services
Arkansas
$522K -$18.2K -1,386 -3%
SPFA
428
Summit Place Financial Advisors
New Jersey
$517K +$512K +38,976 New
GG
429
Gofen & Glossberg
Illinois
$515K – – –
SCA
430
Stonebridge Capital Advisors
Minnesota
$514K – – –
PFA
431
Pinnacle Family Advisors
Missouri
$512K -$55.7K -4,236 -10%
FNBT
432
FineMark National Bank & Trust
Florida
$506K +$4.5K +342 +0.9%
APA
433
American Portfolios Advisors
New York
$503K +$34.4K +2,616 +7%
PWA
434
Physician Wealth Advisors
Utah
$500K -$44.3K -3,366 -8%
NA
435
NewEdge Advisors
Louisiana
$498K -$18.4K -1,398 -4%
SBSB
436
Sullivan, Bruyette, Speros & Blaney
Virginia
$492K -$4.18K -318 -0.9%
VCM
437
Vigilant Capital Management
Maine
$481K -$5.92K -450 -1%
VCM
438
Versant Capital Management
Arizona
$477K -$33.6K -2,556 -7%
WAM
439
Weatherly Asset Management
California
$472K -$41.8K -3,180 -8%
AWA
440
Arkadios Wealth Advisors
Georgia
$472K -$70.1K -5,334 -14%
MAS
441
Managed Account Services
Florida
$470K -$62.4K -4,746 -12%
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$463K +$1.97K +150 +0.4%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$459K -$947 -72 -0.2%
IWM
444
IHT Wealth Management
Illinois
$456K +$48.3K +3,672 +12%
CA
445
Claro Advisors
Massachusetts
$456K +$452K +34,344 New
SWM
446
SVA Wealth Management
Wisconsin
$452K -$345K -26,232 -44%
PFO
447
Pathstone Family Office
New Jersey
$451K +$447K +33,990 New
CFIA
448
Cantor Fitzgerald Investment Advisors
New York
$436K – – –
BFC
449
Bedel Financial Consulting
Indiana
$434K +$5.44K +414 +1%
JWM
450
Jeppson Wealth Management
California
$428K +$424K +32,250 New
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