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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
51
Juncture Wealth Strategies
Arizona
$33.2M -$3.29M -179,076 -9%
PIMG
52
Patriot Investment Management Group
Tennessee
$32.7M +$194K +10,560 +0.6%
PRS
53
Pinkerton Retirement Specialists
Idaho
$31.4M +$1.01M +54,966 +3%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$30.7M -$407K -22,140 -1%
SA
55
Strategic Advisors
New York
$30.1M -$606K -32,958 -2%
JIP
56
Jaffetilchin Investment Partners
Florida
$28.8M +$759K +41,250 +3%
Truist Financial
57
Truist Financial
North Carolina
$28.8M -$1.07M -57,918 -4%
Morgan Stanley
58
Morgan Stanley
New York
$28.5M +$3.55M +192,918 +15%
AI
59
Accredited Investors
Minnesota
$28.3M -$434K -23,598 -2%
WA
60
WBH Advisory
Maryland
$27.9M +$580K +31,500 +2%
WWM
61
WT Wealth Management
Arizona
$27.1M -$331K -17,994 -1%
UBS Group
62
UBS Group
Switzerland
$26.2M +$1.37M +74,604 +6%
LPT
63
Legacy Private Trust
Wisconsin
$26.1M -$116K -6,324 -0.5%
LFS
64
Legacy Financial Strategies
Kansas
$25.6M +$251K +13,656 +1%
BHB
65
Bank Hapoalim BM
Israel
$25.4M – – –
CG
66
Caprock Group
Idaho
$25.3M +$283K +15,402 +1%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$25.2M -$53.4K -2,904 -0.2%
BC
68
Bartlett & Co
Ohio
$25.2M -$53.4K -2,904 -0.2%
EE
69
EWG Elevate
California
$24.7M +$879K +47,766 +4%
TI
70
Truepoint Inc
Ohio
$23.9M -$252K -13,710 -1%
CCA
71
Cobblestone Capital Advisors
New York
$23M -$1.02M -55,476 -4%
Wells Fargo
72
Wells Fargo
California
$22.5M +$94.5K +5,136 +0.4%
RBC
73
Roble Belko & Company
Pennsylvania
$22.5M -$1.52M -82,416 -6%
GB
74
Goepper Burkhardt
South Carolina
$21.6M -$261K -14,208 -1%
SIG
75
Spinnaker Investment Group
California
$20.9M +$21.6M +1,174,806 New
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