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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
626
Denver PWM
Colorado
$651K -$71.8K -3,546 -10%
TFP
627
Traction Financial Partners
Wyoming
$648K +$108K +5,328 +21%
QCM
628
QRG Capital Management
Illinois
$647K +$70.4K +3,474 +13%
SCI
629
S&CO Inc
Massachusetts
$645K +$624K +30,780 New
GKWIM
630
Gerber Kawasaki Wealth & Investment Management
California
$642K +$8.08K +399 +1%
PCA
631
Prosperity Capital Advisors
Ohio
$641K -$27.7K -1,368 -4%
PL
632
Plancorp LLC
Missouri
$633K +$65.5K +3,231 +12%
JIC
633
Joel Isaacson & Co
New York
$633K – – –
PA
634
Perennial Advisors
New York
$631K +$1.95K +96 +0.3%
BAM
635
Bosun Asset Management
Illinois
$629K – – –
HBT
636
Hills Bank & Trust
Iowa
$629K – – –
AWM
637
Altus Wealth Management
Kentucky
$628K +$9.6K +474 +2%
AAS
638
Annex Advisory Services
Wisconsin
$626K -$34.2K -1,689 -5%
TF
639
TLWM Financial
Texas
$623K -$16K -789 -3%
TCM
640
Twele Capital Management
Minnesota
$623K -$8.75K -432 -1%
SA
641
Sanctuary Advisors
Indiana
$620K +$638K +31,476 New
NSIM
642
North Star Investment Management
Illinois
$615K – – –
WCM
643
Wealthcare Capital Management
Virginia
$609K – – –
FNBT
644
FineMark National Bank & Trust
Florida
$609K -$83.7K -4,131 -12%
SOS
645
Silver Oak Securities
Tennessee
$608K +$40.3K +1,989 +7%
SWM
646
Spire Wealth Management
Virginia
$605K -$276K -13,611 -32%
SAI
647
Savvy Advisors Inc
New York
$592K -$1.28K -63 -0.2%
FCA
648
FinTrust Capital Advisors
South Carolina
$588K -$122 -6 -0%
ECG
649
Edge Capital Group
Georgia
$587K – – –
BAAM
650
Baker Avenue Asset Management
California
$586K – – –
24 25
26
27 28