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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
601
Park Avenue Securities
New York
$1.19M +$87.7K +3,367 +8%
LKBC
602
L.K. Benson & Company
Maryland
$1.19M -$1.59K -61 -0.1%
PFA
603
Pinnacle Family Advisors
Missouri
$1.18M -$140K -5,374 -11%
MA
604
MCF Advisors
Kentucky
$1.18M +$386K +14,836 +49%
MAM
605
McCarthy Asset Management
California
$1.17M -$1.12M -43,168 -49%
CSP
606
Cary Street Partners
Virginia
$1.17M +$1.16M +44,470 New
BFS
607
Burkett Financial Services
South Carolina
$1.16M +$52.4K +2,013 +5%
SSWM
608
Smith Salley Wealth Management
North Carolina
$1.15M – – –
BRPW
609
Ballast Rock Private Wealth
South Carolina
$1.15M +$1.14M +43,774 New
OPWM
610
Oakwell Private Wealth Management
Texas
$1.14M -$16.5K -632 -1%
SAM
611
Smithbridge Asset Management
Pennsylvania
$1.14M +$567K +21,768 +100%
CCM
612
Colorado Capital Management
Colorado
$1.14M +$3.54K +136 +0.3%
GC
613
Grimes & Company
Massachusetts
$1.12M +$3.36K +129 +0.3%
TPWM
614
Twelve Points Wealth Management
Massachusetts
$1.12M -$27.8K -1,068 -3%
QCA
615
Quantify Chaos Advisors
New York
$1.11M +$1.1M +42,339 New
MCM
616
Mengis Capital Management
Oregon
$1.11M +$1.15K +44 +0.1%
HW
617
Hamilton Wealth
California
$1.11M +$1.1M +42,246 New
WCM
618
WLTH Capital Management
Arizona
$1.11M +$1.09M +42,017 New
FEM
619
Fulcrum Equity Management
Texas
$1.1M -$2.5K -96 -0.2%
CAL
620
Capital Advisors Ltd
Ohio
$1.1M +$25.3K +970 +2%
SPFA
621
Summit Place Financial Advisors
New Jersey
$1.08M +$11.1K +425 +1%
AWG
622
Altus Wealth Group
Colorado
$1.07M +$3.02K +116 +0.3%
BBA
623
BLB&B Advisors
Pennsylvania
$1.07M -$3.46K -133 -0.3%
CC
624
Cornerstone Capital
California
$1.07M – – –
BC
625
Barrett & Company
Rhode Island
$1.07M +$1.12K +43 +0.1%
23 24
25
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