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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
601
Greenleaf Trust
Michigan
$921K – – –
BFS
602
Burkett Financial Services
South Carolina
$920K +$1.76K +77 +0.2%
CIC
603
Carnegie Investment Counsel
Ohio
$912K -$114 -5 -0%
CFG
604
Citizens Financial Group
Rhode Island
$908K +$3.08K +135 +0.3%
WHCI
605
W.H. Cornerstone Investments
Massachusetts
$906K +$348K +15,240 +62%
CFB
606
Cullen/Frost Bankers
Texas
$905K +$420K +18,402 +86%
WIM
607
Waycross Investment Management
Washington
$903K -$2.88K -126 -0.3%
CAL
608
Capital Advisors Ltd
Ohio
$902K -$78.5K -3,438 -8%
SPFA
609
Summit Place Financial Advisors
New Jersey
$902K +$44.9K +1,965 +5%
CFA
610
Cahill Financial Advisors
Minnesota
$901K +$591K +25,865 +187%
PPWP
611
Premier Path Wealth Partners
New Jersey
$900K +$23 +1 +0%
LSIA
612
LaSalle St. Investment Advisors
Illinois
$895K – – –
FA
613
FF Advisors
California
$894K -$1.73M -75,932 -67%
CPL
614
CAP Partners LLC
Tennessee
$893K +$93.5K +4,095 +12%
BCM
615
Bowie Capital Management
Texas
$885K – – –
FCH
616
Freestone Capital Holdings
Washington
$880K -$320 -14 -0%
QPWM
617
Quadrant Private Wealth Management
Pennsylvania
$878K -$4.73K -207 -0.5%
DSAM
618
Dock Street Asset Management
Florida
$876K – – –
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$876K -$9.71K -425 -1%
TC
620
TownSquare Capital
Utah
$874K +$146K +6,378 +20%
CTB
621
Country Trust Bank
Illinois
$868K +$874K +38,250 New
IC
622
IEQ Capital
California
$863K -$95.2K -4,169 -10%
IF
623
Ironwood Financial
Arizona
$863K +$283K +12,399 +48%
BEW
624
Burton Enright Welch
California
$861K +$15.6K +685 +2%
LFG
625
Larson Financial Group
Missouri
$853K +$113K +4,940 +15%
23 24
25
26 27