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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
426
Souders Financial Advisors
Ohio
$2.38M -$146K -5,905 -6%
GWA
427
Geometric Wealth Advisors
District of Columbia
$2.33M +$26.8K +1,084 +1%
FMP
428
Financial Management Professionals
Texas
$2.32M -$188K -7,609 -8%
HIC
429
Holderness Investments Company
North Carolina
$2.32M -$119K -4,792 -5%
AIM
430
AMI Investment Management
Indiana
$2.31M -$177K -7,163 -7%
P
431
&Partners
Tennessee
$2.3M +$84.3K +3,405 +4%
WCM
432
Weik Capital Management
Pennsylvania
$2.29M -$53.5K -2,160 -2%
AA
433
Ancora Advisors
Ohio
$2.29M +$23.2K +939 +1%
PIA
434
Panoramic Investment Advisors
Colorado
$2.28M +$35.4K +1,429 +2%
AA
435
Advisory Alpha
Michigan
$2.28M -$79.1K -3,196 -3%
TYCC
436
Texas Yale Capital Corp
Florida
$2.27M – – –
AWM
437
Adams Wealth Management
Utah
$2.27M -$626K -25,279 -22%
CI
438
CacheTech Inc
Utah
$2.27M -$626K -25,279 -22%
HR
439
Howe & Rusling
New York
$2.27M -$92.4K -3,732 -4%
SCM
440
SOL Capital Management
Maryland
$2.26M -$949K -38,328 -30%
MAM
441
McCarthy Asset Management
California
$2.26M -$6.09K -246 -0.3%
BIA
442
Bigelow Investment Advisors
Maine
$2.24M -$8.04K -325 -0.4%
OA
443
Operose Advisors
Wisconsin
$2.24M +$3.66K +148 +0.2%
APG
444
Abacus Planning Group
South Carolina
$2.22M -$24.2K -977 -1%
TIA
445
Traphagen Investment Advisors
New Jersey
$2.22M -$2.48K -100 -0.1%
PFS
446
Prospera Financial Services
Texas
$2.22M +$121K +4,899 +6%
ATI
447
ARK & TLK Investments
Oklahoma
$2.2M – – –
VCAM
448
Van Cleef Asset Management
Ohio
$2.18M – – –
HI
449
Hendershot Investments
Virginia
$2.16M -$41.8K -1,689 -2%
MCA
450
Midwest Capital Advisors
Michigan
$2.16M -$174K -7,029 -8%
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