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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
626
Dock Street Asset Management
Florida
$882K -$34.8K -1,582 -4%
MWG
627
Martin Worley Group
Utah
$880K -$85.6K -3,887 -10%
BBA
628
BLB&B Advisors
Pennsylvania
$880K -$36.8K -1,669 -4%
CFB
629
Cullen/Frost Bankers
Texas
$878K – – –
EAM
630
Evanson Asset Management
California
$878K +$33.7K +1,531 +4%
BEW
631
Burton Enright Welch
California
$871K -$15.6K -707 -2%
PFC
632
Phocas Financial Corp
California
$868K – – –
HPA
633
High Probability Advisors
New York
$866K +$72.1K +3,271 +10%
MIA
634
MainStreet Investment Advisors
Illinois
$863K -$51.8K -2,350 -6%
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$863K -$51.8K -2,350 -6%
EE
636
EWG Elevate
California
$853K -$6.23K -283 -0.8%
GC
637
Grimes & Company
Massachusetts
$852K +$2.27K +103 +0.3%
BFC
638
Bedel Financial Consulting
Indiana
$852K +$969 +44 +0.1%
DT
639
Diversified Trust
Tennessee
$847K -$507 -23 -0.1%
MA
640
Marquette Associates
Illinois
$838K – – –
IF
641
Ironwood Financial
Arizona
$836K – – –
ODIJL
642
One Day In July LLC
Vermont
$832K -$6.87K -312 -0.9%
HI
643
Hudock Inc
Pennsylvania
$825K -$4.45K -202 -0.6%
CA
644
Crewe Advisors
Utah
$825K +$192K +8,721 +34%
MWA
645
Monograph Wealth Advisors
California
$822K +$705 +32 +0.1%
CWA
646
Consilium Wealth Advisory
Texas
$821K – – –
MAC
647
Mason & Associates (California)
California
$813K +$198 +9 +0%
OWM
648
OneAscent Wealth Management
Alabama
$812K +$405K +18,386 +117%
DWM
649
DecisionMap Wealth Management
Virginia
$811K -$1.92K -87 -0.3%
CAM
650
Costello Asset Management
Pennsylvania
$810K -$3.85K -175 -0.5%
24 25
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