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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
476
Avantax Planning Partners
Iowa
$356K +$138 +12 +0%
AAS
477
Annex Advisory Services
Wisconsin
$355K -$54.1K -4,692 -14%
GC
478
Gilbert & Cook
Iowa
$355K +$334K +29,010 New
TC
479
TownSquare Capital
Utah
$354K +$328K +28,416 New
IF
480
IRON Financial
Illinois
$352K +$1.87K +162 +0.6%
ACM
481
Armbruster Capital Management
New York
$350K -$49K -4,254 -13%
ACP
482
Aviance Capital Partners
Florida
$342K – – –
QC
483
QCM Cayman
Texas
$341K +$321K +27,852 New
IC
484
InterOcean Capital
Illinois
$339K -$56.1K -4,866 -15%
NFG
485
Next Financial Group
Texas
$336K -$69 -6 -0%
VWA
486
V Wealth Advisors
Kansas
$331K -$86.5K -7,506 -22%
ARMC
487
American Research & Management Company
Massachusetts
$327K – – –
LWMT
488
Legacy Wealth Management (Tennessee)
Tennessee
$305K -$39.4K -3,414 -12%
MAM
489
Mastrapasqua Asset Management
Tennessee
$302K +$9.54K +828 +3%
CF
490
Centaurus Financial
California
$301K -$28.2K -2,448 -9%
NEGWA
491
New England Guild Wealth Advisors
Connecticut
$296K -$86.4K -7,494 -24%
PFS
492
Prospera Financial Services
Texas
$294K -$87.3K -7,572 -24%
RPA
493
Rock Point Advisors
Vermont
$292K – – –
SSI
494
Scott & Selber Inc
Texas
$292K +$27.3K +2,364 +11%
TW
495
Transform Wealth
Colorado
$290K +$23.9K +2,076 +10%
AMIM
496
Aull & Monroe Investment Management
Alabama
$287K – – –
TFS
497
TrustCore Financial Services
Tennessee
$286K +$17.3K +1,500 +7%
KBFS
498
Kohmann Bosshard Financial Services
Ohio
$285K -$69 -6 -0%
JIC
499
Joel Isaacson & Co
New York
$280K -$87.7K -7,608 -25%
VDI
500
Vaughan David Investments
Illinois
$276K +$259K +22,506 New
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