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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
626
Abacus Planning Group
South Carolina
$690K +$1.09K +51 +0.2%
SAF
627
Smith Anglin Financial
Texas
$687K -$251K -11,739 -27%
QCM
628
QRG Capital Management
Illinois
$686K +$2.11K +99 +0.3%
SWM
629
Stockman Wealth Management
Montana
$686K -$57.6K -2,700 -8%
AWM
630
Altus Wealth Management
Kentucky
$686K +$20.9K +981 +3%
DP
631
Denver PWM
Colorado
$684K -$4.04K -189 -0.6%
SCI
632
S&CO Inc
Massachusetts
$682K – – –
FM
633
Foster & Motley
Ohio
$680K -$12.2K -570 -2%
JIC
634
Joel Isaacson & Co
New York
$674K +$3.71K +174 +0.6%
PL
635
Plancorp LLC
Missouri
$672K +$2.11K +99 +0.3%
CWA
636
Continuum Wealth Advisors
New York
$671K +$646K +30,243 New
SAI
637
Savvy Advisors Inc
New York
$666K +$37.7K +1,767 +6%
BAM
638
Bosun Asset Management
Illinois
$665K – – –
HBT
639
Hills Bank & Trust
Iowa
$665K – – –
AWA
640
Aletheian Wealth Advisors
Washington
$655K -$79.2K -3,711 -11%
TCM
641
Twele Capital Management
Minnesota
$655K -$4.04K -189 -0.6%
NSIM
642
North Star Investment Management
Illinois
$651K – – –
AAS
643
Annex Advisory Services
Wisconsin
$648K -$13.2K -618 -2%
RJT
644
Raymond James Trust
Florida
$647K +$623K +29,196 New
BAAM
645
Baker Avenue Asset Management
California
$641K +$19.3K +906 +3%
BIG
646
Builder Investment Group
Georgia
$636K +$15.6K +729 +3%
MWM
647
Merriman Wealth Management
Washington
$634K -$241K -11,280 -28%
FCA
648
FinTrust Capital Advisors
South Carolina
$623K +$1.15K +54 +0.2%
PFS
649
Prospera Financial Services
Texas
$619K +$40.6K +1,902 +7%
SWM
650
Spire Wealth Management
Virginia
$619K -$20K -936 -3%
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