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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Aurora Investment Managers
Florida
$256K – – –
PK
852
Pflug Koory
Nebraska
$256K -$25.8K -1,332 -10%
LF
853
LifeSteps Financial
California
$255K +$11.8K +609 +5%
CE
854
Cornerstone Enterprises
Wisconsin
$252K – – –
PP
855
Patten & Patten
Tennessee
$252K – – –
GD
856
Grandfield & Dodd
New York
$252K -$871 -45 -0.4%
QCMNJ
857
Quantum Capital Management (New Jersey)
New Jersey
$251K -$11.6K -597 -5%
FBB
858
Fulton Breakefield Broenniman
Maryland
$251K +$232 +12 +0.1%
PI
859
Pachira Investments
California
$249K -$9.35K -483 -4%
FA
860
Fiduciary Alliance
South Carolina
$246K -$42.2K -2,181 -15%
FFWA
861
FRG Family Wealth Advisors
Washington
$244K – – –
CGA
862
Crescent Grove Advisors
Illinois
$244K – – –
SIMC
863
Squire Investment Management Company
Utah
$244K – – –
PWP
864
Precedent Wealth Partners
Texas
$243K – – –
VWM
865
Vigilare Wealth Management
Arizona
$241K -$13.8K -714 -6%
CCMI
866
Creative Capital Management Investments
California
$240K – – –
AP
867
Americana Partners
Texas
$240K +$697 +36 +0.3%
MSWMA
868
Market Street Wealth Management Advisors
Indiana
$239K -$44.5K -2,301 -16%
CWS
869
Cypress Wealth Services
California
$238K -$14.3K -741 -6%
GT
870
Glenview Trust
Kentucky
$238K +$227K +11,712 New
WFAG
871
Wescott Financial Advisory Group
Pennsylvania
$238K -$83.8K -4,332 -27%
RP
872
Riverwater Partners
Wisconsin
$236K – – –
OPWM
873
Oxinas Partners Wealth Management
Indiana
$236K -$8.71K -450 -4%
CA
874
Claris Advisors
Missouri
$236K +$697 +36 +0.3%
CIA
875
Capital Investment Advisors
Georgia
$236K -$59.4K -3,069 -21%
33 34
35
36 37