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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
51
First National Corp
Massachusetts
$29.4M +$2M +122,934 +8%
SFC
52
SYM Financial Corp
Indiana
$28.1M +$11.4K +699 +0%
WA
53
WBH Advisory
Maryland
$27.5M +$227K +13,929 +0.9%
PIMG
54
Patriot Investment Management Group
Tennessee
$27.4M -$373K -22,869 -1%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$27.1M -$4.48M -274,542 -15%
LFS
56
Legacy Financial Strategies
Kansas
$26.9M +$442K +27,093 +2%
CIA
57
Cape Investment Advisory
Georgia
$26.8M +$25.6K +1,572 +0.1%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$26.8M +$131K +8,052 +0.5%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$26.6M +$135K +8,307 +0.5%
Osaic Holdings
60
Osaic Holdings
Arizona
$26M -$2.28M -139,809 -8%
LPT
61
Legacy Private Trust
Wisconsin
$25M +$858K +52,638 +4%
UCFA
62
United Capital Financial Advisors
Texas
$24.8M -$1.24M -75,888 -5%
LPL Financial
63
LPL Financial
California
$24.5M +$17.6K +1,080 +0.1%
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$24.5M +$1.71M +105,198 +8%
AWM
65
AE Wealth Management
Kansas
$24M -$15M -919,803 -40%
Wells Fargo
66
Wells Fargo
California
$23.3M +$386K +23,655 +2%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$22.7M -$307K -18,804 -1%
BC
68
Bartlett & Co
Ohio
$22.7M -$307K -18,804 -1%
TI
69
Truepoint Inc
Ohio
$21.6M -$13.7K -843 -0.1%
JWS
70
Juncture Wealth Strategies
Arizona
$21.3M -$507K -31,077 -2%
JIP
71
Jaffetilchin Investment Partners
Florida
$20.8M +$1.23M +75,372 +7%
UBS Group
72
UBS Group
Switzerland
$20.4M -$493K -30,216 -2%
PAM
73
Pegasus Asset Management
New York
$20.1M +$56.4K +3,462 +0.3%
CCA
74
Cobblestone Capital Advisors
New York
$19.2M -$615K -37,752 -3%
AIS
75
American Investment Services
Massachusetts
$19M +$293 +18 +0%
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