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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
651
Woodley Farra Manion Portfolio Management
Indiana
$17K +$16.1K +1,314 New
JGIA
652
Jackson Grant Investment Advisers
Connecticut
$15K +$147 +12 +1%
TCOV
653
Trust Company of Vermont
Vermont
$13K -$1.84K -150 -13%
POIA
654
Pin Oak Investment Advisors
Texas
$13K +$74 +6 +0.6%
CTC
655
Central Trust Company
Missouri
$13K +$4.57K +372 +59%
KPW
656
Kore Private Wealth
New York
$13K +$12.1K +984 New
LC
657
Lindbrook Capital
California
$13K +$12.7K +1,032 New
MWA
658
Moser Wealth Advisors
Washington
$12K +$11.6K +948 New
ACA
659
Atlas Capital Advisors
Wyoming
$11.2K – – –
DI
660
Disciplined Investments
Oklahoma
$11K +$10.2K +834 New
CA
661
CXI Advisors
Indiana
$11K +$10.5K +852 New
GWM
662
Geneos Wealth Management
Colorado
$10K – – –
LGWM
663
Litman Gregory Wealth Management
California
$10K – – –
CMA
664
Cedar Mountain Advisors
Oregon
$10K +$9.57K +780 New
BAM
665
Bellevue Asset Management
Washington
$9K +$8.47K +690 New
MAM
666
Marquette Asset Management
Minnesota
$8K -$1.18K -96 -13%
JCM
667
Jacobi Capital Management
Pennsylvania
$8K – – –
LIA
668
LS Investment Advisors
Michigan
$7K – – –
CWAF
669
Core Wealth Advisors (Florida)
Florida
$7K +$6.99K +570 New
HWA
670
HCR Wealth Advisors
California
$5K +$5.01K +408 New
BIMC
671
Benson Investment Management Company
Virginia
$4K – – –
HR
672
Howe & Rusling
New York
$4K – – –
SF
673
Synovus Financial
Georgia
$4K – – –
FP
674
Financial Perspectives
Minnesota
$3.61K +$3.46K +282 New
CFGS
675
Concourse Financial Group Securities
Alabama
$3K – – –
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