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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Altus Wealth Management
Kentucky
$275K +$24.7K +1,878 +10%
MFT
502
Moisand Fitzgerald Tamayo
Florida
$274K +$10.9K +828 +4%
AAS
503
Avantax Advisory Services
Texas
$274K +$273K +20,742 New
PAS
504
Partnervest Advisory Services
California
$270K +$8.76K +666 +3%
RHBC
505
R.H. Bluestein & Co
Michigan
$263K – – –
PSF
506
Pacific Sun Financial
California
$262K – – –
JC
507
Jacobs & Co
California
$257K – – –
RPA
508
Rock Point Advisors
Vermont
$256K -$60.7K -4,620 -19%
FAAS
509
First Allied Advisory Services
California
$256K +$9.94K +756 +4%
CFG
510
Capstone Financial Group
Oklahoma
$255K -$14.8K -1,122 -6%
FRA
511
Front Row Advisors
California
$255K – – –
OWM
512
Orgel Wealth Management
Wisconsin
$255K – – –
TW
513
Transform Wealth
Colorado
$251K -$62.7K -4,770 -20%
SFG
514
SevenBridge Financial Group
Pennsylvania
$250K -$16.6K -1,260 -6%
PB
515
Pinnacle Bancorp
Nebraska
$249K – – –
ECM
516
Evergreen Capital Management
Washington
$245K +$1.97K +150 +0.8%
LIM
517
Loudon Investment Management
New Hampshire
$242K +$2.37K +180 +0.7%
IWC
518
Integrated Wealth Concepts
Massachusetts
$239K +$1.42K +108 +0.6%
RC
519
Rovin Capital
Arizona
$239K +$8.52K +648 +4%
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$238K -$552 -42 -0.2%
LFA
521
Lighthouse Financial Advisors
Maryland
$238K +$1.42K +108 +0.6%
SCM
522
Schnieders Capital Management
California
$234K -$11.7K -888 -5%
CAM
523
Cubic Asset Management
Massachusetts
$234K +$232K +17,610 New
SFP
524
Shepherd Financial Partners
Massachusetts
$233K +$1.89K +144 +0.8%
CP
525
Corbenic Partners
Pennsylvania
$232K -$186K -14,178 -45%
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