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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
676
Miracle Mile Advisors
California
$672K +$2.93K +129 +0.4%
FCH
677
Freestone Capital Holdings
Washington
$659K -$185K -8,141 -21%
JIC
678
Joel Isaacson & Co
New York
$658K +$2.12K +93 +0.3%
HIS
679
Horizon Investment Services
Indiana
$656K -$43.1K -1,894 -6%
WCM
680
Winthrop Capital Management
Indiana
$655K +$1.09K +48 +0.2%
AAS
681
Annex Advisory Services
Wisconsin
$651K +$37.3K +1,640 +6%
FFM
682
Forum Financial Management
Illinois
$650K +$221K +9,704 +47%
BAM
683
Bosun Asset Management
Illinois
$646K – – –
CFO
684
Callan Family Office
Pennsylvania
$646K – – –
HBT
685
Hills Bank & Trust
Iowa
$646K – – –
BIG
686
Builder Investment Group
Georgia
$638K +$26.1K +1,149 +4%
DP
687
Denver PWM
Colorado
$634K -$8.94K -393 -1%
NSIM
688
North Star Investment Management
Illinois
$632K – – –
HF
689
HRT Financial
New York
$629K +$666K +29,260 New
PF
690
Penney Financial
Texas
$628K -$70.5K -3,100 -10%
TCM
691
Twele Capital Management
Minnesota
$627K +$1.73K +76 +0.3%
WCM
692
Wealthcare Capital Management
Virginia
$626K – – –
WAM
693
Wernau Asset Management
Massachusetts
$607K – – –
PAMG
694
Patton Albertson Miller Group
Tennessee
$606K -$1.09K -48 -0.2%
SA
695
Sanctuary Advisors
Indiana
$599K +$15.5K +683 +3%
RCAG
696
Rehmann Capital Advisory Group
Michigan
$597K – – –
TF
697
TLWM Financial
Texas
$594K -$1K -44 -0.2%
HS
698
Horan Securities
United States
$594K +$1.36K +60 +0.2%
PA
699
Perennial Advisors
New York
$591K -$60.1K -2,640 -9%
TFP
700
Traction Financial Partners
Wyoming
$590K -$35.4K -1,557 -5%
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