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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
751
Sage Financial Group
Pennsylvania
$423K -$25.9K -1,212 -6%
LAIC
752
Lederer & Associates Investment Counsel
California
$421K – – –
TIA
753
Tiemann Investment Advisors
California
$414K -$128 -6 -0%
EHC
754
Everett Harris & Co
California
$412K +$1.92K +90 +0.5%
HCP
755
Hardin Capital Partners
South Carolina
$408K +$3.91K +183 +1%
TCM
756
Telos Capital Management
California
$407K +$2.5K +117 +0.6%
RFC
757
Regions Financial Corp
Alabama
$407K +$6.41K +300 +2%
RPSA
758
Richard P. Slaughter Associates
Texas
$407K -$2.5K -117 -0.6%
VIA
759
Vickerman Investment Advisors
Washington
$405K +$2.43K +114 +0.6%
AC
760
Apella Capital
Connecticut
$405K +$24K +1,125 +7%
HR
761
Hardy Reed
Mississippi
$403K – – –
SHA
762
Seneca House Advisors
Virginia
$401K +$2.05K +96 +0.5%
RCWM
763
Royal Capital Wealth Management
Indiana
$401K -$41.4K -1,938 -10%
PSF
764
Pacific Sun Financial
California
$399K – – –
UAS
765
United Asset Strategies
New York
$399K – – –
JPWM
766
Jamison Private Wealth Management
Georgia
$398K +$89.1K +4,173 +30%
FTUS
767
Flow Traders U.S.
New York
$395K -$59.4K -2,781 -14%
SFP
768
Shepherd Financial Partners
Massachusetts
$394K +$2.43K +114 +0.6%
AFA
769
AA Financial Advisors
Ohio
$393K +$1.02K +48 +0.3%
SRC
770
Sage Rhino Capital
California
$392K +$1.92K +90 +0.5%
HWP
771
Heritage Wealth Partners
Ohio
$392K -$897 -42 -0.2%
GCM
772
Gibraltar Capital Management
Oklahoma
$384K +$370K +17,322 New
ONSWM
773
Old North State Wealth Management
North Carolina
$384K +$38.5K +1,803 +12%
NP
774
NorthRock Partners
Minnesota
$383K -$4.29K -201 -1%
AIM
775
Anchor Investment Management
South Carolina
$382K -$20.9K -981 -5%
29 30
31
32 33