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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
851
Allegiance Financial Group Advisory Services
Virginia
$397K +$367K +16,673 New
MMCM
852
Murphy & Mullick Capital Management
New York
$396K +$88.1K +4,000 +33%
SIMG
853
Sonora Investment Management Group
Arizona
$396K +$1.01K +46 +0.3%
JC
854
Jacobs & Co
California
$395K – – –
MIM
855
Moseley Investment Management
Florida
$393K – – –
BWFA
856
Baltimore-Washington Financial Advisors
Maryland
$392K +$10K +454 +3%
MJRIC
857
Mogy Joel R Investment Counsel
California
$391K +$361K +16,398 New
MCA
858
Magnolia Capital Advisors
Mississippi
$390K +$27.3K +1,238 +8%
AWA
859
Alaska Wealth Advisors
Alaska
$389K -$44.4K -2,014 -11%
BWP
860
Baldwin Wealth Partners
Massachusetts
$387K +$374 +17 +0.1%
PCM
861
Perritt Capital Management
Illinois
$383K +$3.85K +175 +1%
PI
862
Pachira Investments
California
$381K -$30.1K -1,365 -8%
BFA
863
Bill Few Associates
Pennsylvania
$381K – – –
CNBT
864
Canandaigua National Bank & Trust
New York
$379K -$52.5K -2,382 -13%
FFWA
865
FRG Family Wealth Advisors
Washington
$377K +$22.1K +1,002 +7%
LOIP
866
Live Oak Investment Partners
Texas
$377K – – –
FSWA
867
Financial Synergies Wealth Advisors
Texas
$377K +$1.1K +50 +0.3%
JWBC
868
John W. Brooker & Co
California
$375K -$2.77M -125,748 -89%
AWM
869
Accredited Wealth Management
Kentucky
$374K -$23K -1,044 -6%
JWM
870
Jeppson Wealth Management
California
$374K +$242 +11 +0.1%
AP
871
Appleton Partners
Massachusetts
$371K -$1.98K -90 -0.6%
PI
872
PFG Investments
New York
$368K +$341K +15,463 New
BL
873
Balentine LLC
Georgia
$368K -$128K -5,808 -27%
ESB
874
Essex Savings Bank
Connecticut
$365K -$37.1K -1,686 -10%
BFM
875
Broadview Financial Management
Wisconsin
$364K +$991 +45 +0.3%
33 34
35
36 37