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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
826
NorthRock Partners
Minnesota
$394K +$1.8K +79 +0.5%
GCM
827
Gibraltar Capital Management
Oklahoma
$393K – – –
AWM
828
Accredited Wealth Management
Kentucky
$392K +$394K +17,249 New
AAG
829
Armstrong Advisory Group
Massachusetts
$391K +$145K +6,335 +58%
AIM
830
Anchor Investment Management
South Carolina
$391K – – –
AA
831
AlphaQ Advisors
Florida
$390K +$12.4K +542 +3%
RDIA
832
RE Dickinson Investment Advisors
Iowa
$389K +$114 +5 +0.3%
FRA
833
Front Row Advisors
California
$387K -$3.68K -161 -0.9%
AWM
834
Apex Wealth Management
New Hampshire
$386K +$388K +17,009 New
GLA
835
Good Life Advisors
Pennsylvania
$386K +$297 +13 +0.1%
AMM
836
American Money Management
California
$385K – – –
AT
837
Arlington Trust
Alabama
$384K +$386K +16,889 +93,828%
JC
838
Jacobs & Co
California
$376K -$7.97K -349 -2%
MIM
839
Moseley Investment Management
Florida
$374K – – –
VFA
840
Valeo Financial Advisors
Indiana
$374K +$23 +1 +0%
BWP
841
Baldwin Wealth Partners
Massachusetts
$368K +$457 +20 +0.1%
FCIM
842
Fairview Capital Investment Management
California
$366K +$19K +830 +5%
BFA
843
Bill Few Associates
Pennsylvania
$363K – – –
IFA
844
Index Fund Advisors
California
$362K -$23 -1 -0%
RA
845
Resolute Advisors
California
$361K +$1.12K +49 +0.3%
CNBT
846
Canandaigua National Bank & Trust
New York
$361K – – –
AP
847
Appleton Partners
Massachusetts
$360K -$17.9K -784 -5%
LOIP
848
Live Oak Investment Partners
Texas
$359K – – –
PCM
849
Perritt Capital Management
Illinois
$358K +$253K +11,091 +237%
FSWA
850
Financial Synergies Wealth Advisors
Texas
$358K +$183 +8 +0.1%
32 33
34
35 36