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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
751
Empowered Funds
Pennsylvania
$400K +$381K +19,674 New
MPCL
752
My Personal CFO LLC
Washington
$390K – – –
AP
753
Appleton Partners
Massachusetts
$387K -$32.6K -1,686 -8%
LAIC
754
Lederer & Associates Investment Counsel
California
$387K -$18.9K -975 -5%
RVPG
755
Relative Value Partners Group
$385K – – –
PB
756
Pinnacle Bancorp
Nebraska
$382K – – –
OC
757
Oarsman Capital
Wisconsin
$381K -$11.5K -594 -3%
RPSA
758
Richard P. Slaughter Associates
Texas
$380K -$156K -8,043 -30%
TIA
759
Tiemann Investment Advisors
California
$380K -$1.63K -84 -0.4%
SHA
760
Seneca House Advisors
Virginia
$373K +$6.44K +333 +2%
BWA
761
Burt Wealth Advisors
Maryland
$371K +$17.2K +888 +5%
VIA
762
Vickerman Investment Advisors
Washington
$370K +$3.66K +189 +1%
RFC
763
Regions Financial Corp
Alabama
$367K -$138K -7,125 -28%
PSF
764
Pacific Sun Financial
California
$366K -$9.29K -480 -3%
UAS
765
United Asset Strategies
New York
$366K – – –
CAM
766
Cubic Asset Management
Massachusetts
$366K +$1.28K +66 +0.4%
IFS
767
Ifrah Financial Services
Arkansas
$364K -$54.4K -2,811 -14%
SPWM
768
Schrum Private Wealth Management
Florida
$363K – – –
BL
769
BCWM LLC
Kansas
$363K -$4.38M -226,131 -93%
SFP
770
Shepherd Financial Partners
Massachusetts
$361K +$1.04K +54 +0.3%
AAS
771
Ameritas Advisory Services
Nebraska
$361K +$84.5K +4,368 +32%
SCM
772
Schnieders Capital Management
California
$359K – – –
FFM
773
Forum Financial Management
Illinois
$357K +$116 +6 +0%
SSA
774
Sierra Summit Advisors
Nevada
$357K – – –
PO
775
Private Ocean
California
$353K +$929 +48 +0.3%
29 30
31
32 33