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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
576
Ifrah Financial Services
Arkansas
$506K +$15K +867 +3%
TCM
577
Twele Capital Management
Minnesota
$504K -$97K -5,607 -16%
ODIJL
578
One Day In July LLC
Vermont
$499K +$8.05K +465 +2%
BAM
579
Bosun Asset Management
Illinois
$499K – – –
HBT
580
Hills Bank & Trust
Iowa
$499K – – –
PA
581
Perennial Advisors
New York
$494K -$3.48K -201 -0.7%
TIM
582
Total Investment Management
Arizona
$493K +$3.89K +225 +0.8%
APP
583
Avantax Planning Partners
Iowa
$493K +$2.39K +138 +0.5%
OFP
584
OLIO Financial Planning
Virginia
$492K +$6.49K +375 +1%
LIM
585
Loudon Investment Management
New Hampshire
$491K – – –
GW
586
GW & Wade
Massachusetts
$490K +$30.7K +1,776 +6%
NSIM
587
North Star Investment Management
Illinois
$488K – – –
GC
588
Gratus Capital
Georgia
$484K +$504K +29,118 New
RCWM
589
Royal Capital Wealth Management
Indiana
$484K +$158K +9,114 +46%
AWM
590
Altus Wealth Management
Kentucky
$483K +$26.9K +1,557 +6%
WCM
591
Wealthcare Capital Management
Virginia
$483K – – –
WPIC
592
White Pine Investment Company
Michigan
$479K -$117K -6,735 -19%
MWM
593
Mission Wealth Management
California
$478K -$9.55K -552 -2%
HNB
594
Huntington National Bank
Ohio
$478K – – –
HS
595
Horan Securities
United States
$477K -$1.21M -69,894 -71%
AC
596
Abbrea Capital
California
$475K +$1.04K +60 +0.2%
FM
597
Foster & Motley
Ohio
$474K -$37.4K -2,163 -7%
CWMU
598
Caliber Wealth Management (Utah)
Utah
$474K +$1.87K +108 +0.4%
SI
599
Saxon Interests
Texas
$474K +$493K +28,512 New
FA
600
Faithward Advisors
Pennsylvania
$473K -$156 -9 -0%
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24
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