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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
551
Avantax Planning Partners
Iowa
$507K -$96K -5,982 -15%
RPSA
552
Richard P. Slaughter Associates
Texas
$502K +$39.8K +2,478 +8%
CCM
553
Carlson Capital Management
Minnesota
$500K -$131K -8,139 -19%
AWA
554
Aletheian Wealth Advisors
Washington
$498K +$867 +54 +0.2%
CA
555
Claro Advisors
Massachusetts
$496K +$270K +16,818 +100%
UWM
556
USAdvisors Wealth Management
Minnesota
$493K -$63.4K -3,948 -11%
EAM
557
Evanson Asset Management
California
$487K +$42.1K +2,622 +9%
AL
558
ACAS LLC
California
$483K -$6.84K -426 -1%
MAM
559
Mastrapasqua Asset Management
Tennessee
$479K +$338K +21,090 +185%
SWM
560
Spire Wealth Management
Virginia
$476K -$294K -18,324 -36%
WCM
561
Washburn Capital Management
Florida
$470K -$104K -6,510 -17%
ACM
562
Armbruster Capital Management
New York
$462K +$3.42K +213 +0.7%
PFS
563
Prospera Financial Services
Texas
$454K -$1.01K -63 -0.2%
RI
564
Rinkey Investments
California
$452K +$15.3K +954 +4%
IIC
565
Ironwood Investment Counsel
Arizona
$446K +$195K +12,150 +67%
ACP
566
Aviance Capital Partners
Florida
$443K -$22.7K -1,413 -4%
BAM
567
Bosun Asset Management
Illinois
$442K – – –
HBT
568
Hills Bank & Trust
Iowa
$442K – – –
CFB
569
Cullen/Frost Bankers
Texas
$438K – – –
LIM
570
Loudon Investment Management
New Hampshire
$437K +$4.82K +300 +2%
NSIM
571
North Star Investment Management
Illinois
$432K +$168K +10,440 +55%
CF
572
Convergence Financial
Missouri
$425K – – –
IFA
573
Index Fund Advisors
California
$422K -$22.1K -1,380 -5%
FW
574
FirstPurpose Wealth
Utah
$418K -$230K -14,310 -34%
GC
575
Gilbert & Cook
Iowa
$418K – – –
21 22
23
24 25