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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
576
Wedbush Securities
California
$484K -$202K -12,921 -30%
IIC
577
Ironwood Investment Counsel
Arizona
$484K – – –
BAM
578
Bosun Asset Management
Illinois
$479K – – –
HBT
579
Hills Bank & Trust
Iowa
$479K – – –
PA
580
Perennial Advisors
New York
$477K -$78.4K -5,013 -14%
APP
581
Avantax Planning Partners
Iowa
$469K -$12.2K -783 -3%
WP
582
Westmount Partners
California
$469K +$1.17K +75 +0.3%
TIM
583
Total Investment Management
Arizona
$469K -$57.6K -3,681 -11%
NSIM
584
North Star Investment Management
Illinois
$468K – – –
WCM
585
Wealthcare Capital Management
Virginia
$464K -$80.8K -5,166 -15%
RI
586
Rinkey Investments
California
$461K +$1.03K +66 +0.2%
HNB
587
Huntington National Bank
Ohio
$459K – – –
AL
588
ACAS LLC
California
$457K -$13.8K -882 -3%
MWM
589
Mission Wealth Management
California
$456K -$26.5K -1,698 -6%
AC
590
Abbrea Capital
California
$454K +$47.8K +3,060 +12%
AWM
591
Altus Wealth Management
Kentucky
$452K +$23.7K +1,518 +6%
GC
592
Gilbert & Cook
Iowa
$452K – – –
JWM
593
Janiczek Wealth Management
Colorado
$449K +$59.5K +3,804 +16%
WAM
594
Weatherly Asset Management
California
$446K +$704 +45 +0.2%
WCM
595
Washburn Capital Management
Florida
$446K +$17.7K +1,134 +4%
IFS
596
Ifrah Financial Services
Arkansas
$442K +$3.47K +222 +0.8%
GW
597
GW & Wade
Massachusetts
$442K +$17.3K +1,104 +4%
WFA
598
West Financial Advisors
Iowa
$440K +$6.75K +432 +2%
AA
599
AF Advisors
California
$439K +$37.6K +2,406 +10%
IF
600
Ironwood Financial
Arizona
$439K -$1.31K -84 -0.3%
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