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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Accredited Investors
Minnesota
$27M -$150K -8,844 -0.6%
Truist Financial
52
Truist Financial
North Carolina
$26.5M +$2.94M +173,844 +13%
LPL Financial
53
LPL Financial
California
$25.9M -$175K -10,332 -0.7%
WA
54
WBH Advisory
Maryland
$25.8M +$70.8K +4,182 +0.3%
UBS Group
55
UBS Group
Switzerland
$25.3M -$100K -5,922 -0.4%
LPT
56
Legacy Private Trust
Wisconsin
$24.1M -$151K -8,898 -0.6%
WWM
57
WT Wealth Management
Arizona
$23.8M +$358K +21,180 +2%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$23.6M -$498K -29,400 -2%
BC
59
Bartlett & Co
Ohio
$23.6M -$498K -29,400 -2%
MAS
60
Madden Advisory Services
Florida
$23.4M -$924K -54,570 -4%
RBC
61
Roble Belko & Company
Pennsylvania
$23.1M -$2.16M -127,902 -9%
CCA
62
Cobblestone Capital Advisors
New York
$22.8M -$1.72M -101,568 -7%
TI
63
Truepoint Inc
Ohio
$22.8M -$134K -7,896 -0.6%
LFS
64
Legacy Financial Strategies
Kansas
$22.7M +$1.12M +66,432 +5%
Morgan Stanley
65
Morgan Stanley
New York
$22.2M +$1.14M +67,308 +6%
CG
66
Caprock Group
Idaho
$21.9M +$97.8K +5,778 +0.5%
ECM
67
Elgethun Capital Management
South Dakota
$21.8M +$193K +11,430 +0.9%
EE
68
EWG Elevate
California
$21.4M -$580K -34,278 -3%
FNC
69
First National Corp
Massachusetts
$21.2M -$3.2M -189,354 -10%
SFP
70
Strategic Financial Planning
Texas
$20.8M -$395K -23,322 -2%
DW
71
Domani Wealth
Pennsylvania
$20.4M -$1.24M -73,530 -6%
GB
72
Goepper Burkhardt
South Carolina
$20.2M -$79.5K -4,698 -0.4%
Wells Fargo
73
Wells Fargo
California
$20.1M -$1.2M -70,644 -6%
BCMO
74
Buckingham Capital Management (Ohio)
Ohio
$19.4M -$275K -16,248 -1%
SFG
75
Sunburst Financial Group
Alabama
$19.4M +$1.01M +59,646 +6%
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