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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
926
PFG Investments
New York
$447K +$12.3K +441 +3%
YIH
927
Y-Intercept (HK)
Hong Kong
$447K +$432K +15,445 New
VFA
928
Valeo Financial Advisors
Indiana
$447K -$17.2K -613 -4%
BL
929
Balentine LLC
Georgia
$447K – – –
BFA
930
Bill Few Associates
Pennsylvania
$447K – – –
SF
931
Steffes Financial
Kansas
$447K +$3.58K +128 +0.8%
TCOT
932
Trust Company of Toledo
Ohio
$446K +$431K +15,411 New
BFM
933
Broadview Financial Management
Wisconsin
$445K -$1.37K -49 -0.3%
GSC
934
Ground Swell Capital
South Carolina
$445K +$430K +15,359 New
FSWA
935
Financial Synergies Wealth Advisors
Texas
$445K +$140 +5 +0%
FA
936
Fiduciary Alliance
South Carolina
$444K -$13K -465 -3%
JWBC
937
John W. Brooker & Co
California
$443K +$336 +12 +0.1%
GA
938
Goldstein Advisors
Wisconsin
$443K +$85.8K +3,064 +25%
CWM
939
Cooke Wealth Management
California
$442K +$35.7K +1,275 +9%
KBFS
940
Kohmann Bosshard Financial Services
Ohio
$441K +$29.2K +1,043 +7%
GT
941
Glenview Trust
Kentucky
$441K +$196K +7,000 +85%
AWM
942
Able Wealth Management
New Jersey
$440K +$7.31K +261 +2%
CIA
943
Capital Investment Advisors
Georgia
$437K +$14.3K +512 +4%
FFG
944
Fortune Financial Group
Florida
$436K -$8.85K -316 -2%
VHAM
945
Van Hulzen Asset Management
California
$436K -$2.3K -82 -0.5%
CANC
946
Culbertson A N & Co
Virginia
$434K – – –
FCIM
947
Fairview Capital Investment Management
California
$434K – – –
WCM
948
Winthrop Capital Management
Indiana
$433K +$532 +19 +0.1%
RIA
949
Regal Investment Advisors
Michigan
$431K +$417K +14,888 New
NRC
950
New Republic Capital
North Carolina
$428K -$1.57K -56 -0.4%
36 37
38
39 40