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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
601
One Day In July LLC
Vermont
$781K – – –
CPL
602
CAP Partners LLC
Tennessee
$781K -$16.1K -753 -2%
BC
603
Brio Consultants
California
$781K +$419K +19,632 +126%
TAM
604
Townsend Asset Management
North Carolina
$776K -$21.8K -1,020 -3%
WA
605
Wealthstream Advisors
New York
$773K -$10.9K -510 -1%
HI
606
Hudock Inc
Pennsylvania
$771K +$2.88K +135 +0.4%
MA
607
MCF Advisors
Kentucky
$764K – – –
CWA
608
Consilium Wealth Advisory
Texas
$764K – – –
WP
609
Westmount Partners
California
$752K +$2.5K +117 +0.3%
EAM
610
Evanson Asset Management
California
$751K +$12.7K +594 +2%
FEM
611
Fulcrum Equity Management
Texas
$744K +$42.8K +2,004 +6%
SEIA
612
Signature Estate & Investment Advisors
California
$736K +$2.24K +105 +0.3%
TI
613
Tidal Investments
Wisconsin
$734K +$707K +33,093 New
LFG
614
Larson Financial Group
Missouri
$724K -$468K -21,927 -40%
SA
615
Sanctuary Advisors
Indiana
$719K +$1.31M +61,341 +195%
AF
616
Advisornet Financial
Minnesota
$718K +$512 +24 +0.1%
MWA
617
Monograph Wealth Advisors
California
$717K – – –
HIS
618
Horizon Investment Services
Indiana
$717K +$12.8K +600 +2%
TC
619
TownSquare Capital
Utah
$712K +$5.45K +255 +0.8%
GKWIM
620
Gerber Kawasaki Wealth & Investment Management
California
$710K +$29.5K +1,380 +5%
PAMG
621
Patton Albertson Miller Group
Tennessee
$706K -$3.2K -150 -0.5%
IIC
622
Ironwood Investment Counsel
Arizona
$706K – – –
WSFS
623
Wilmington Savings Fund Society
Delaware
$703K +$677K +31,722 New
DAS
624
Dynamic Advisor Solutions
Arizona
$695K -$33.6K -1,575 -5%
APG
625
Abacus Planning Group
South Carolina
$690K +$1.09K +51 +0.2%
23 24
25
26 27