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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
651
Geneos Wealth Management
Colorado
$805K -$288K -13,086 -28%
LSIA
652
LaSalle St. Investment Advisors
Illinois
$802K – – –
OWMIAS
653
One Wealth Management Investment & Advisory Services
Florida
$800K +$165K +7,473 +29%
DF
654
DecisionPoint Financial
Arizona
$796K – – –
NCM
655
Northwest Capital Management
Oregon
$796K -$250K -11,372 -25%
WP
656
Westmount Partners
California
$794K -$16.7K -756 -2%
MCCP
657
Mission Creek Capital Partners
California
$789K -$1.1K -50 -0.2%
AF
658
Advisornet Financial
Minnesota
$785K +$639 +29 +0.1%
NCM
659
Next Capital Management
New York
$785K +$2.14K +97 +0.3%
FCH
660
Freestone Capital Holdings
Washington
$771K +$38.2K +1,734 +6%
SPIA
661
Steward Partners Investment Advisory
New York
$763K +$349K +15,845 +98%
IIC
662
Ironwood Investment Counsel
Arizona
$763K -$1.67K -76 -0.2%
MA
663
MCF Advisors
Kentucky
$759K – – –
FFM
664
Forum Financial Management
Illinois
$751K +$29.6K +1,345 +4%
RWRC
665
R.W. Roge & Company
New York
$746K -$19K -862 -3%
SAM
666
Smartleaf Asset Management
Massachusetts
$745K +$439K +19,935 +174%
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K -$93.6K -4,250 -12%
MWA
668
Muirfield Wealth Advisors
North Carolina
$742K -$213K -9,677 -24%
GKWIM
669
Gerber Kawasaki Wealth & Investment Management
California
$740K -$12K -544 -2%
AWMM
670
Aegis Wealth Management (Maryland)
Maryland
$736K – – –
S
671
Sunpointe
Missouri
$735K -$17.5K -796 -3%
JIC
672
Joel Isaacson & Co
New York
$731K +$2K +91 +0.3%
SAM
673
Smithbridge Asset Management
Pennsylvania
$721K -$194K -8,808 -23%
HS
674
Horan Securities
United States
$720K +$57.7K +2,618 +9%
FWMP
675
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$718K +$357K +16,200 +116%
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