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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1001
Almanack Investment Partners
Pennsylvania
$299K -$22K -837 -7%
MT
1002
Midwest Trust
Kansas
$298K -$23.7K -905 -7%
CA
1003
Claris Advisors
Missouri
$298K +$866 +33 +0.3%
AWM
1004
Arista Wealth Management
Nevada
$298K +$10.5K +402 +4%
GD
1005
Grandfield & Dodd
New York
$295K -$5.64K -215 -2%
PW
1006
PUREfi Wealth
Massachusetts
$295K – – –
SCTC
1007
Sanibel Captiva Trust Company
Florida
$294K +$38.7K +1,475 +14%
MFF
1008
Michels Family Financial
Texas
$294K +$761 +29 +0.2%
CF
1009
Carter Financial
California
$288K – – –
MSWMA
1010
Market Street Wealth Management Advisors
Indiana
$288K – – –
GFP
1011
Guardian Financial Partners
California
$286K +$8.95K +341 +3%
NFG
1012
Nations Financial Group
Iowa
$286K -$918 -35 -0.3%
PWM
1013
Paulson Wealth Management
Illinois
$285K – – –
SCA
1014
Snowden Capital Advisors
New York
$285K – – –
KL
1015
KWMG LLC
Kansas
$285K +$21.9K +833 +8%
APW
1016
Aurora Private Wealth
New Jersey
$284K -$78K -2,973 -22%
VCM
1017
Virtue Capital Management
Tennessee
$284K +$26 +1 +0%
SPA
1018
Sentinel Pension Advisors
Massachusetts
$283K – – –
PC
1019
Prairiewood Capital
North Dakota
$281K – – –
WTC
1020
WhitTier Trust Company
Nevada
$281K -$10.5K -399 -3%
CHWM
1021
Cauble & Harre Wealth Management
Missouri
$280K -$233K -8,878 -47%
VAMG
1022
Voisard Asset Management Group
Michigan
$279K +$2.52K +96 +0.9%
BFG
1023
Bleakley Financial Group
New Jersey
$278K +$290K +11,058 New
NCM
1024
Noesis Capital Mangement
Florida
$277K -$9.95K -379 -3%
PK
1025
Pflug Koory
Nebraska
$275K +$184 +7 +0.1%
39 40
41
42 43