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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$2.53M -$2.35M -89,657 -47%
NRI
427
NFP Retirement Inc
California
$2.52M +$26.4K +1,008 +1%
EPM
428
Elm Partners Management
Pennsylvania
$2.51M -$100K -3,825 -4%
NFW
429
Noble Family Wealth
Florida
$2.49M -$46.7K -1,779 -2%
WPA
430
West Paces Advisors
Georgia
$2.48M -$594K -22,635 -19%
CAG
431
Csenge Advisory Group
Florida
$2.47M +$37.5K +1,431 +1%
JHCP
432
Jackson Hole Capital Partners
Oklahoma
$2.47M -$28.6K -1,091 -1%
RTL
433
Red Tortoise LLC
Georgia
$2.47M -$101K -3,833 -4%
SWM
434
Segment Wealth Management
Texas
$2.45M -$29.9K -1,138 -1%
MAV
435
Mason & Associates (Virginia)
Virginia
$2.44M -$52 -2 -0%
PFS
436
Prospera Financial Services
Texas
$2.43M +$194K +7,384 +8%
GT
437
Glenmede Trust
Pennsylvania
$2.43M +$537K +20,481 +27%
FF
438
Financial Futures
New Jersey
$2.42M +$255K +9,719 +11%
GWWM
439
Great Waters Wealth Management
Minnesota
$2.39M -$11.9K -452 -0.5%
EL
440
Essex LLC
Illinois
$2.37M -$4.93K -188 -0.2%
MG
441
Mather Group
Illinois
$2.36M -$58.8K -2,241 -2%
BFPW
442
BOK Financial Private Wealth
Colorado
$2.35M -$75.2K -2,865 -3%
IP
443
Indivisible Partners
Florida
$2.32M -$37.6K -1,432 -2%
OCM
444
One Capital Management
California
$2.3M +$427K +16,282 +22%
HIC
445
Holderness Investments Company
North Carolina
$2.3M +$20.9K +798 +0.9%
AMG
446
Asset Management Group
Connecticut
$2.3M -$97.5K -3,714 -4%
AA
447
Ancora Advisors
Ohio
$2.29M +$18K +686 +0.8%
OA
448
Operose Advisors
Wisconsin
$2.29M +$99.7K +3,801 +4%
FWP
449
FAS Wealth Partners
Kansas
$2.28M -$493K -18,806 -17%
NCM
450
Novare Capital Management
North Carolina
$2.27M -$1.09M -41,354 -31%
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