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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
576
Charles Schwab Investment Advisory
California
$528K -$47.9K -2,940 -9%
JWM
577
Janiczek Wealth Management
Colorado
$523K +$38.3K +2,352 +8%
IIC
578
Ironwood Investment Counsel
Arizona
$522K – – –
DAS
579
Dynamic Advisor Solutions
Arizona
$521K -$9.44K -579 -2%
WP
580
Westmount Partners
California
$521K +$13.4K +822 +3%
WAM
581
Worth Asset Management
Texas
$518K +$461K +28,302 +1,627%
BAM
582
Bosun Asset Management
Illinois
$517K – – –
HBT
583
Hills Bank & Trust
Iowa
$517K – – –
PA
584
Perennial Advisors
New York
$516K +$1.13K +69 +0.2%
RPSA
585
Richard P. Slaughter Associates
Texas
$512K -$20.1K -1,230 -4%
IF
586
Ironwood Financial
Arizona
$511K +$34.6K +2,124 +8%
IFS
587
Ifrah Financial Services
Arkansas
$510K +$30.6K +1,875 +7%
ODIJL
588
One Day In July LLC
Vermont
$509K -$24.5K -1,500 -5%
APP
589
Avantax Planning Partners
Iowa
$509K +$1.81K +111 +0.4%
TIM
590
Total Investment Management
Arizona
$508K +$929 +57 +0.2%
NSIM
591
North Star Investment Management
Illinois
$506K – – –
MWM
592
Mission Wealth Management
California
$505K +$11.4K +702 +2%
LIM
593
Loudon Investment Management
New Hampshire
$504K +$6.41K +393 +2%
OFP
594
OLIO Financial Planning
Virginia
$504K +$477K +29,244 New
WCM
595
Wealthcare Capital Management
Virginia
$501K – – –
HNB
596
Huntington National Bank
Ohio
$495K – – –
WCM
597
Washburn Capital Management
Florida
$495K +$12.3K +753 +3%
AC
598
Abbrea Capital
California
$491K +$929 +57 +0.2%
CWMU
599
Caliber Wealth Management (Utah)
Utah
$489K +$75.1K +4,605 +19%
GC
600
Gilbert & Cook
Iowa
$489K – – –
22 23
24
25 26