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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
476
StrategIQ Financial Group
Indiana
$631K -$29.7K -1,752 -5%
CBFP
477
Cedar Brook Financial Partners
Ohio
$631K +$292K +17,268 +91%
HA
478
Harborview Advisors
Maine
$624K -$443K -26,166 -42%
ARC
479
Advisor Resource Council
Texas
$624K +$607K +35,880 New
BFC
480
Bedel Financial Consulting
Indiana
$618K +$11K +648 +2%
MAS
481
Managed Account Services
Florida
$617K -$2.34K -138 -0.4%
CS
482
Credit Suisse
Switzerland
$617K +$82.8K +4,890 +16%
PPA
483
Parametric Portfolio Associates
Washington
$614K -$47.8K -2,826 -7%
AL
484
ACAS LLC
California
$614K -$10.2K -600 -2%
BA
485
Bridgewater Advisors
New York
$611K +$259K +15,276 +77%
CWM
486
Cabot Wealth Management
Massachusetts
$610K -$4.98K -294 -0.8%
MAG
487
Mayfair Advisory Group
Alabama
$602K +$28.2K +1,668 +5%
WFA
488
West Financial Advisors
Iowa
$597K +$7.51K +444 +1%
CA
489
Cetera Advisors
Colorado
$590K -$15K -888 -3%
IWM
490
IHT Wealth Management
Illinois
$590K -$11.1K -654 -2%
GC
491
Garde Capital
Washington
$586K -$53.1K -3,138 -9%
CA
492
Claro Advisors
Massachusetts
$585K +$305 +18 +0.1%
PFA
493
Pinnacle Family Advisors
Missouri
$583K -$5.79K -342 -1%
ACM
494
Armbruster Capital Management
New York
$579K +$50.3K +2,970 +10%
VCM
495
Vigilant Capital Management
Maine
$575K +$5.08K +300 +0.9%
MCM
496
Mengis Capital Management
Oregon
$571K -$3.15K -186 -0.6%
AF
497
Allworth Financial
California
$571K +$193K +11,388 +53%
MHR
498
Matthew Hamilton Rosenberg
$566K +$40.4K +2,388 +8%
JWM
499
Jeppson Wealth Management
California
$565K +$1.63K +96 +0.3%
PWA
500
Physician Wealth Advisors
Utah
$560K – – –
18 19
20
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