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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
776
Lederer & Associates Investment Counsel
California
$526K -$60.6K -2,450 -11%
DSAM
777
Dock Street Asset Management
Florida
$524K -$412K -16,652 -45%
MFG
778
Magnus Financial Group
New York
$524K +$153K +6,182 +44%
GWSG
779
GPS Wealth Strategies Group
Colorado
$517K +$487K +19,675 +4,372%
IP
780
Isthmus Partners
Wisconsin
$517K +$498K +20,108 New
NP
781
NorthRock Partners
Minnesota
$516K -$38.2K -1,544 -7%
VT
782
Vise Technologies
New York
$511K +$492K +19,865 New
MFC
783
Morris Financial Concepts
South Carolina
$510K – – –
AMIM
784
Aull & Monroe Investment Management
Alabama
$509K +$5.45K +220 +1%
BDF
785
Black Diamond Financial
Maryland
$508K +$1.16K +47 +0.2%
HAP
786
Harbor Asset Planning
Massachusetts
$505K -$61.2K -2,473 -11%
SHA
787
Seneca House Advisors
Virginia
$501K +$17.2K +693 +4%
SFS
788
Sowell Financial Services
Arkansas
$498K +$21K +850 +5%
ECM
789
Evergreen Capital Management
Washington
$497K – – –
BIM
790
Baldwin Investment Management
Pennsylvania
$494K +$198 +8 +0%
WAM
791
Weatherly Asset Management
California
$490K -$121K -4,895 -20%
AIM
792
Anchor Investment Management
South Carolina
$489K – – –
GC
793
Gilbert & Cook
Iowa
$488K – – –
VIA
794
Vickerman Investment Advisors
Washington
$488K +$2.75K +111 +0.6%
ACP
795
Aviance Capital Partners
Florida
$488K – – –
AFGAS
796
Allegiance Financial Group Advisory Services
Virginia
$487K +$56.2K +2,272 +14%
VAG
797
VisionPoint Advisory Group
Texas
$484K – – –
PS
798
Principal Securities
Iowa
$482K +$282K +11,391 +155%
AT
799
Arlington Trust
Alabama
$480K – – –
DWM
800
Dakota Wealth Management
Florida
$479K -$41.6K -1,680 -8%
30 31
32
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