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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
601
StrategIQ Financial Group
Indiana
$595K -$16.3K -945 -3%
WP
602
Westmount Partners
California
$591K +$22.4K +1,299 +4%
HA
603
Hanover Advisors
South Carolina
$568K +$529K +30,600 New
TI
604
Trexquant Investment
Connecticut
$567K -$116K -6,723 -18%
SGWM
605
Sterling Group Wealth Management
California
$565K +$218K +12,648 +71%
JIC
606
Joel Isaacson & Co
New York
$559K -$54.6K -3,159 -9%
TCM
607
Twele Capital Management
Minnesota
$559K -$3.47K -201 -0.7%
HS
608
Horan Securities
United States
$558K +$23.2K +1,344 +5%
SIG
609
Stonegate Investment Group
Alabama
$557K -$13.8K -801 -3%
ODIJL
610
One Day In July LLC
Vermont
$557K – – –
CSIA
611
Charles Schwab Investment Advisory
California
$557K -$35.4K -2,049 -6%
BAM
612
Bosun Asset Management
Illinois
$557K – – –
HBT
613
Hills Bank & Trust
Iowa
$557K – – –
PA
614
Perennial Advisors
New York
$554K +$1.61K +93 +0.3%
WHCI
615
W.H. Cornerstone Investments
Massachusetts
$553K +$515K +29,823 New
WAM
616
Worth Asset Management
Texas
$553K +$184K +10,641 +56%
OFP
617
OLIO Financial Planning
Virginia
$552K – – –
AWM
618
Altus Wealth Management
Kentucky
$547K +$6.84K +396 +1%
GW
619
GW & Wade
Massachusetts
$547K +$363 +21 +0.1%
FM
620
Foster & Motley
Ohio
$545K +$15K +870 +3%
NSIM
621
North Star Investment Management
Illinois
$545K – – –
GC
622
Gratus Capital
Georgia
$542K +$1.97K +114 +0.4%
HNB
623
Huntington National Bank
Ohio
$542K – – –
RCWM
624
Royal Capital Wealth Management
Indiana
$540K +$155 +9 +0%
BCI
625
Brinker Capital Investments
Pennsylvania
$540K -$74.7K -4,323 -13%
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