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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
626
Perennial Advisors
New York
$611K +$3.71K +192 +0.6%
BAM
627
Bosun Asset Management
Illinois
$611K – – –
HBT
628
Hills Bank & Trust
Iowa
$611K – – –
AWM
629
Altus Wealth Management
Kentucky
$600K +$58 +3 +0%
NSIM
630
North Star Investment Management
Illinois
$597K – – –
GC
631
Gratus Capital
Georgia
$597K +$1.63K +84 +0.3%
SIG
632
Stonegate Investment Group
Alabama
$593K -$17.1K -885 -3%
WCM
633
Wealthcare Capital Management
Virginia
$592K – – –
DAS
634
Dynamic Advisor Solutions
Arizona
$588K -$3.71K -192 -0.7%
CWMU
635
Caliber Wealth Management (Utah)
Utah
$584K +$1.68K +87 +0.3%
H
636
HoyleCohen
California
$584K +$232 +12 +0%
AC
637
Abbrea Capital
California
$584K +$929 +48 +0.2%
SAI
638
Savvy Advisors Inc
New York
$576K – – –
FCA
639
FinTrust Capital Advisors
South Carolina
$571K +$464 +24 +0.1%
ECG
640
Edge Capital Group
Georgia
$570K -$310K -16,032 -36%
BAAM
641
Baker Avenue Asset Management
California
$569K +$49.7K +2,568 +10%
RCAG
642
Rehmann Capital Advisory Group
Michigan
$565K +$127K +6,540 +31%
WHCI
643
W.H. Cornerstone Investments
Massachusetts
$561K -$43.8K -2,265 -8%
AA
644
AF Advisors
California
$561K +$174 +9 +0%
GC
645
Gilbert & Cook
Iowa
$560K -$16K -825 -3%
AWM
646
Axxcess Wealth Management
California
$558K -$148K -7,629 -22%
BIG
647
Builder Investment Group
Georgia
$557K +$15.9K +822 +3%
QCM
648
QRG Capital Management
Illinois
$557K +$22K +1,137 +4%
RL
649
Retireful LLC
Michigan
$554K +$527K +27,225 New
RWP
650
Reliant Wealth Planning
Kentucky
$553K – – –
24 25
26
27 28