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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Accredited Investors
Minnesota
$25.2M -$808K -51,222 -3%
LPL Financial
52
LPL Financial
California
$24.2M +$559K +35,472 +2%
UBS Group
53
UBS Group
Switzerland
$23.6M -$8.13K -516 -0%
RBC
54
Roble Belko & Company
Pennsylvania
$23.5M +$441K +27,996 +2%
WA
55
WBH Advisory
Maryland
$23.3M -$126K -7,980 -0.5%
CCA
56
Cobblestone Capital Advisors
New York
$22.8M -$1.17M -73,980 -5%
MAS
57
Madden Advisory Services
Florida
$22.6M -$880K -55,848 -4%
LPT
58
Legacy Private Trust
Wisconsin
$22.5M -$614K -38,952 -3%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$22.4M -$643K -40,788 -3%
BC
60
Bartlett & Co
Ohio
$22.4M -$643K -40,788 -3%
WWM
61
WT Wealth Management
Arizona
$21.8M +$506K +32,118 +2%
Truist Financial
62
Truist Financial
North Carolina
$21.7M -$2.04M -129,360 -9%
TI
63
Truepoint Inc
Ohio
$21.3M -$109K -6,888 -0.5%
EE
64
EWG Elevate
California
$20.3M +$345K +21,894 +2%
CG
65
Caprock Group
Idaho
$20.2M +$350K +22,170 +2%
DW
66
Domani Wealth
Pennsylvania
$20.1M -$1.86M -118,026 -9%
ECM
67
Elgethun Capital Management
South Dakota
$20.1M -$55.1K -3,498 -0.3%
LFS
68
Legacy Financial Strategies
Kansas
$20M -$5.11M -324,294 -21%
Wells Fargo
69
Wells Fargo
California
$19.8M +$1.01M +63,834 +5%
SFP
70
Strategic Financial Planning
Texas
$19.7M +$2.31M +146,646 +14%
Morgan Stanley
71
Morgan Stanley
New York
$19.5M +$1.54M +97,416 +9%
GB
72
Goepper Burkhardt
South Carolina
$18.8M -$548K -34,764 -3%
JWS
73
Juncture Wealth Strategies
Arizona
$18.7M -$8.58M -544,428 -32%
JIP
74
Jaffetilchin Investment Partners
Florida
$18.6M +$3.98M +252,252 +28%
BCMO
75
Buckingham Capital Management (Ohio)
Ohio
$18.3M -$800K -50,760 -4%
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