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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
601
Grimes & Company
Massachusetts
$785K +$4.68K +219 +0.6%
ODIJL
602
One Day In July LLC
Vermont
$781K – – –
CPL
603
CAP Partners LLC
Tennessee
$781K -$16.1K -753 -2%
BC
604
Brio Consultants
California
$781K +$419K +19,632 +126%
TAM
605
Townsend Asset Management
North Carolina
$776K -$21.8K -1,020 -3%
WA
606
Wealthstream Advisors
New York
$773K -$10.9K -510 -1%
HI
607
Hudock Inc
Pennsylvania
$771K +$2.88K +135 +0.4%
MA
608
MCF Advisors
Kentucky
$764K – – –
CWA
609
Consilium Wealth Advisory
Texas
$764K – – –
WP
610
Westmount Partners
California
$752K +$2.5K +117 +0.3%
EAM
611
Evanson Asset Management
California
$751K +$12.7K +594 +2%
FEM
612
Fulcrum Equity Management
Texas
$744K +$42.8K +2,004 +6%
SEIA
613
Signature Estate & Investment Advisors
California
$736K +$2.24K +105 +0.3%
TI
614
Tidal Investments
Wisconsin
$734K +$707K +33,093 New
LFG
615
Larson Financial Group
Missouri
$724K -$468K -21,927 -40%
SA
616
Sanctuary Advisors
Indiana
$719K +$1.31M +61,341 +195%
AF
617
Advisornet Financial
Minnesota
$718K +$512 +24 +0.1%
MWA
618
Monograph Wealth Advisors
California
$717K – – –
HIS
619
Horizon Investment Services
Indiana
$717K +$12.8K +600 +2%
TC
620
TownSquare Capital
Utah
$712K +$5.45K +255 +0.8%
GKWIM
621
Gerber Kawasaki Wealth & Investment Management
California
$710K +$29.5K +1,380 +5%
PAMG
622
Patton Albertson Miller Group
Tennessee
$706K -$3.2K -150 -0.5%
IIC
623
Ironwood Investment Counsel
Arizona
$706K – – –
WSFS
624
Wilmington Savings Fund Society
Delaware
$703K +$677K +31,722 New
DAS
625
Dynamic Advisor Solutions
Arizona
$695K -$33.6K -1,575 -5%
23 24
25
26 27