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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
451
Glenmede Trust
Pennsylvania
$1.03M – – –
CNFG
452
Creegan & Nassoura Financial Group
New Hampshire
$1.02M – – –
MPM
453
Meritage Portfolio Management
Kansas
$1.02M -$274K -16,818 -22%
ICG
454
InterOcean Capital Group
Tennessee
$1.02M +$44.6K +2,733 +5%
SBH
455
Segall Bryant & Hamill
Illinois
$1.02M +$14.7K +900 +2%
CCM
456
Chilton Capital Management
Texas
$1.02M -$9.63K -591 -1%
CTA
457
Chesley Taft & Associates
Illinois
$1.01M -$2.44K -150 -0.3%
MTIC
458
Missouri Trust & Investment Company
Missouri
$1.01M -$59.6K -3,657 -6%
EWM
459
Evermay Wealth Management
Virginia
$1.01M -$3.08K -189 -0.3%
LWM
460
Laidlaw Wealth Management
New York
$1.01M -$237K -14,517 -20%
CSI
461
Cross Staff Investments
New York
$998K +$4.99K +306 +0.5%
AWM
462
Axxcess Wealth Management
California
$991K +$46.2K +2,835 +5%
TPWM
463
Twelve Points Wealth Management
Massachusetts
$988K – – –
FAIM
464
Financial Advocates Investment Management
Washington
$984K -$78.3K -4,806 -8%
OCM
465
One Capital Management
California
$980K -$245 -15 -0%
WC
466
Waterloo Capital
Texas
$973K -$128K -7,827 -12%
BDWCC
467
B&D White Capital Company
Texas
$971K +$98 +6 +0%
VWA
468
VERITY Wealth Advisors
United States
$970K – – –
OPWM
469
Oakwell Private Wealth Management
Texas
$968K -$5.77K -354 -0.6%
AF
470
Allworth Financial
California
$962K -$47.4K -2,907 -5%
SSWM
471
Smith Salley Wealth Management
North Carolina
$961K – – –
BTWM
472
Baker Tilly Wealth Management
Wisconsin
$954K -$209K -12,843 -19%
UWPG
473
Ullmann Wealth Partners Group
Florida
$948K +$98 +6 +0%
SCM
474
Seascape Capital Management
New Hampshire
$938K +$2.1K +129 +0.2%
FFA
475
Farther Finance Advisors
California
$930K +$666K +40,854 +311%
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19
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