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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
626
Prospera Financial Services
Texas
$802K +$97.4K +4,280 +13%
LWMT
627
Legacy Wealth Management (Tennessee)
Tennessee
$795K +$273 +12 +0%
CFB
628
Cullen/Frost Bankers
Texas
$793K -$68.2K -3,000 -8%
BA
629
Bridgewater Advisors
New York
$784K +$3.28K +144 +0.4%
PFC
630
Phocas Financial Corp
California
$784K – – –
SWM
631
SpringVest Wealth Management
Texas
$783K – – –
SIA
632
Soltis Investment Advisors
Utah
$781K +$825K +36,266 New
RFP
633
Root Financial Partners
California
$778K +$29.7K +1,304 +4%
EE
634
EWG Elevate
California
$777K -$1.71M -75,299 -68%
BFC
635
Bedel Financial Consulting
Indiana
$769K +$1.02K +45 +0.1%
GC
636
Grimes & Company
Massachusetts
$767K +$2.37K +104 +0.3%
DT
637
Diversified Trust
Tennessee
$765K – – –
FDCDDQ
638
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K +$806K +35,450 New
WA
639
Wealthstream Advisors
New York
$762K -$233K -10,234 -22%
EAM
640
Evanson Asset Management
California
$760K +$32.5K +1,428 +4%
ODIJL
641
One Day In July LLC
Vermont
$758K – – –
MA
642
Marquette Associates
Illinois
$757K – – –
FF
643
Farrow Financial
Vermont
$756K -$38.9K -1,708 -5%
FEM
644
Fulcrum Equity Management
Texas
$754K +$61.8K +2,718 +8%
HI
645
Hudock Inc
Pennsylvania
$750K +$660 +29 +0.1%
CWA
646
Consilium Wealth Advisory
Texas
$742K – – –
MWA
647
Monograph Wealth Advisors
California
$742K – – –
CIC
648
Carnegie Investment Counsel
Ohio
$737K -$49.3K -2,167 -5%
AWMM
649
Aegis Wealth Management (Maryland)
Maryland
$736K -$9.14K -402 -1%
CAM
650
Costello Asset Management
Pennsylvania
$736K +$766K +33,683 +7,017%
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