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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
626
Northern Capital Management (Washington)
Washington
$847K +$1.19K +52 +0.1%
OC
627
Oarsman Capital
Wisconsin
$840K +$25.3K +1,108 +3%
FF
628
Farrow Financial
Vermont
$839K -$44.2K -1,935 -5%
LWMT
629
Legacy Wealth Management (Tennessee)
Tennessee
$838K -$8.36K -366 -1%
BFC
630
Bedel Financial Consulting
Indiana
$837K +$617 +27 +0.1%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$837K +$69 +3 +0%
AWM
632
Axxcess Wealth Management
California
$827K -$502 -22 -0.1%
PAS
633
Park Avenue Securities
New York
$827K +$91 +4 +0%
PFC
634
Phocas Financial Corp
California
$827K – – –
BA
635
Bridgewater Advisors
New York
$826K -$1.65M -72,387 -66%
SWM
636
SpringVest Wealth Management
Texas
$825K +$830K +36,359 New
MCCP
637
Mission Creek Capital Partners
California
$822K -$3.77K -165 -0.5%
EFS
638
Econ Financial Services
Pennsylvania
$813K -$104K -4,556 -11%
DT
639
Diversified Trust
Tennessee
$807K -$31.6K -1,385 -4%
GC
640
Grimes & Company
Massachusetts
$807K +$2.76K +121 +0.3%
ODIJL
641
One Day In July LLC
Vermont
$800K – – –
MA
642
Marquette Associates
Illinois
$799K -$77.3K -3,383 -9%
HI
643
Hudock Inc
Pennsylvania
$790K +$754 +33 +0.1%
RFP
644
Root Financial Partners
California
$788K +$274K +11,993 +53%
AWMM
645
Aegis Wealth Management (Maryland)
Maryland
$785K +$790K +34,589 New
MA
646
MCF Advisors
Kentucky
$783K -$46 -2 -0%
CWA
647
Consilium Wealth Advisory
Texas
$782K – – –
MWA
648
Monograph Wealth Advisors
California
$782K +$47.9K +2,095 +6%
DWM
649
DecisionMap Wealth Management
Virginia
$777K +$781K +34,212 New
RWRC
650
R.W. Roge & Company
New York
$774K -$63.7K -2,790 -8%
24 25
26
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