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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
76
American Investment Services
Massachusetts
$15.6M +$643K +40,053 +4%
MAS
77
Madden Advisory Services
Florida
$15.5M -$535K -33,333 -3%
DW
78
Domani Wealth
Pennsylvania
$15.3M -$826K -51,489 -5%
WAG
79
Winthrop Advisory Group
Massachusetts
$15.2M +$16.6M +1,033,671 New
CHJWM
80
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.9M -$620K -38,601 -4%
AWM
81
Avior Wealth Management
Nebraska
$14.8M -$24K -1,494 -0.1%
HI
82
Harbour Investments
Wisconsin
$14.7M +$16M +997,761 New
MFGP
83
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M -$277K -17,271 -2%
SFP
84
Strategic Financial Planning
Texas
$13.7M -$659K -41,031 -4%
OAJ
85
Ogorek Anthony Joseph
New York
$13.5M -$3.1M -193,110 -17%
DLCIG
86
D.L. Carlson Investment Group
New Hampshire
$13.4M +$1.13M +70,674 +8%
MWP
87
Meridian Wealth Partners
Pennsylvania
$12.7M +$913K +56,865 +7%
JWS
88
Juncture Wealth Strategies
Arizona
$12.7M -$10.6M -659,919 -43%
PP
89
PrairieView Partners
Minnesota
$12.7M +$310K +19,290 +2%
FNC
90
First National Corp
Massachusetts
$12.5M -$12.9M -803,400 -49%
CCA
91
Column Capital Advisors
Indiana
$12.4M -$4.19K -261 -0%
SWM
92
SigFig Wealth Management
California
$12.4M -$973K -60,609 -8%
VNA
93
Valley National Advisers
Pennsylvania
$12.3M +$247K +15,393 +2%
IAS
94
IMA Advisory Services
Colorado
$12.3M +$1.16M +72,582 +10%
BHB
95
Bank Hapoalim BM
Israel
$12.3M – – –
SIG
96
Spinnaker Investment Group
California
$12.2M -$2.88M -179,613 -18%
AA
97
Ashford Advisors
New York
$12M – – –
IDA
98
Intelligence Driven Advisers
California
$11.9M +$2.02M +125,724 +19%
ECM
99
Elgethun Capital Management
South Dakota
$11.8M +$19K +1,182 +0.1%
GCA
100
Genesee Capital Advisors
New York
$11.8M -$605K -37,674 -4%
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