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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
551
Denver PWM
Colorado
$618K +$1.56K +96 +0.3%
WPIC
552
White Pine Investment Company
Michigan
$612K -$527K -32,310 -48%
BFC
553
Bedel Financial Consulting
Indiana
$610K +$129K +7,893 +29%
GC
554
Grimes & Company
Massachusetts
$604K +$49 +3 +0%
NCMW
555
Northern Capital Management (Washington)
Washington
$601K +$4.6K +282 +0.8%
EPM
556
Elm Partners Management
Pennsylvania
$600K – – –
CWA
557
Consilium Wealth Advisory
Texas
$594K – – –
VCM
558
Vigilant Capital Management
Maine
$591K -$1.37K -84 -0.2%
AWA
559
Aletheian Wealth Advisors
Washington
$587K +$636 +39 +0.1%
FW
560
FirstPurpose Wealth
Utah
$585K +$3.03K +186 +0.6%
CCM
561
Coldstream Capital Management
Washington
$583K -$12.2K -747 -2%
IFA
562
Index Fund Advisors
California
$574K -$12.9K -792 -2%
EAM
563
Evanson Asset Management
California
$572K -$579K -35,496 -52%
JIC
564
Joel Isaacson & Co
New York
$570K +$1.96K +120 +0.4%
SFG
565
StrategIQ Financial Group
Indiana
$564K -$9.73K -597 -2%
CF
566
Cantor Fitzgerald
New York
$563K -$54.3K -3,333 -9%
DOA
567
D'Orazio & Associates
Virginia
$559K +$489 +30 +0.1%
JWM
568
Jeppson Wealth Management
California
$556K +$1.86K +114 +0.4%
CBFP
569
Cedar Brook Financial Partners
Ohio
$554K +$7.53K +462 +1%
TF
570
TLWM Financial
Texas
$548K +$1.66K +102 +0.3%
TI
571
Trexquant Investment
Connecticut
$541K +$270K +16,593 +112%
SIG
572
Stonegate Investment Group
Alabama
$536K -$31.6K -1,938 -6%
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$535K -$49 -3 -0%
CWA
574
Clarity Wealth Advisors
California
$532K +$503K +30,885 New
FM
575
Foster & Motley
Ohio
$529K -$3.67K -225 -0.7%
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