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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
501
Private Asset Management
California
$283K +$65.8K +5,004 +31%
RCAG
502
Rehmann Capital Advisory Group
Michigan
$282K – – –
FCIM
503
Fairview Capital Investment Management
California
$280K -$1.97K -150 -0.7%
AWM
504
Altus Wealth Management
Kentucky
$275K +$24.7K +1,878 +10%
MFT
505
Moisand Fitzgerald Tamayo
Florida
$274K +$10.9K +828 +4%
AAS
506
Avantax Advisory Services
Texas
$274K +$273K +20,742 New
PAS
507
Partnervest Advisory Services
California
$270K +$8.76K +666 +3%
RHBC
508
R.H. Bluestein & Co
Michigan
$263K – – –
PSF
509
Pacific Sun Financial
California
$262K – – –
JC
510
Jacobs & Co
California
$257K – – –
RPA
511
Rock Point Advisors
Vermont
$256K -$60.7K -4,620 -19%
FAAS
512
First Allied Advisory Services
California
$256K +$9.94K +756 +4%
CFG
513
Capstone Financial Group
Oklahoma
$255K -$14.8K -1,122 -6%
FRA
514
Front Row Advisors
California
$255K – – –
OWM
515
Orgel Wealth Management
Wisconsin
$255K – – –
TW
516
Transform Wealth
Colorado
$251K -$62.7K -4,770 -20%
SFG
517
SevenBridge Financial Group
Pennsylvania
$250K -$16.6K -1,260 -6%
PB
518
Pinnacle Bancorp
Nebraska
$249K – – –
ECM
519
Evergreen Capital Management
Washington
$245K +$1.97K +150 +0.8%
LIM
520
Loudon Investment Management
New Hampshire
$242K +$2.37K +180 +0.7%
IWC
521
Integrated Wealth Concepts
Massachusetts
$239K +$1.42K +108 +0.6%
RC
522
Rovin Capital
Arizona
$239K +$8.52K +648 +4%
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$238K -$552 -42 -0.2%
LFA
524
Lighthouse Financial Advisors
Maryland
$238K +$1.42K +108 +0.6%
SCM
525
Schnieders Capital Management
California
$234K -$11.7K -888 -5%
19 20
21
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