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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
501
Foster & Motley
Ohio
$809K +$106K +5,748 +15%
NFG
502
Next Financial Group
Texas
$808K +$3.31K +180 +0.4%
PWSG
503
Pacific Wealth Strategies Group
California
$801K -$17.7K -960 -2%
CWM
504
Cranbrook Wealth Management
Michigan
$795K – – –
GG
505
Gofen & Glossberg
Illinois
$792K +$3.64K +198 +0.5%
G
506
Gainplan
Michigan
$787K -$76.1K -4,134 -9%
MIA
507
MainStreet Investment Advisors
Illinois
$784K – – –
EAM
508
Evanson Asset Management
California
$781K +$216K +11,766 +40%
SAF
509
Smith Anglin Financial
Texas
$780K -$166K -9,024 -18%
USCWA
510
U.S. Capital Wealth Advisors
Texas
$779K +$495K +26,886 +186%
TAM
511
Townsend Asset Management
North Carolina
$776K +$883 +48 +0.1%
FNBT
512
FineMark National Bank & Trust
Florida
$774K +$2.32K +126 +0.3%
NRI
513
NFP Retirement Inc
California
$766K -$52K -2,826 -7%
LW
514
Linscomb Wealth
Texas
$765K -$5.96K -324 -0.8%
CIC
515
Carnegie Investment Counsel
Ohio
$765K +$552 +30 +0.1%
NDSI
516
Newman Dignan & Sheerar Inc
Rhode Island
$760K -$19.4K -1,056 -3%
WCM
517
Washburn Capital Management
Florida
$757K – – –
SIG
518
Stonegate Investment Group
Alabama
$756K +$739K +40,152 New
MWM
519
Merriman Wealth Management
Washington
$755K – – –
RPSA
520
Richard P. Slaughter Associates
Texas
$754K -$10K -546 -1%
IFS
521
Ifrah Financial Services
Arkansas
$750K -$21K -1,140 -3%
BCI
522
Brinker Capital Investments
Pennsylvania
$746K +$729K +39,606 New
SAM
523
Stone Asset Management
Texas
$746K +$729K +39,606 New
LAM
524
LifePro Asset Management
California
$745K – – –
WFA
525
West Financial Advisors
Iowa
$742K +$73.3K +3,984 +11%
19 20
21
22 23