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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1051
Patten Group
Tennessee
$272K +$270K +10,377 New
TAM
1052
Titleist Asset Management
Texas
$272K +$270K +10,376 New
AWM
1053
Austin Wealth Management
Texas
$271K -$234 -9 -0.1%
AA
1054
Auxano Advisors
Washington
$269K – – –
RA
1055
Ruggaard & Associates
Ohio
$269K – – –
MYIA
1056
Mount Yale Investment Advisors
Colorado
$269K -$856K -32,872 -76%
VAS
1057
Vestmark Advisory Solutions
Massachusetts
$269K -$856K -32,872 -76%
TCM
1058
Telos Capital Management
California
$268K +$266K +10,234 New
SCTC
1059
Sanibel Captiva Trust Company
Florida
$268K – – –
QFPS
1060
Quantum Financial Planning Services
Washington
$268K +$833 +32 +0.3%
IFS
1061
Ifrah Financial Services
Arkansas
$268K -$13.1K -503 -5%
NA
1062
Nordwand Advisors
Pennsylvania
$268K – – –
MA
1063
MJP Associates
Connecticut
$267K +$182 +7 +0.1%
HA
1064
HC Advisors
Georgia
$267K – – –
TF
1065
Trek Financial
Arizona
$266K +$4.48K +172 +2%
SI
1066
Stephens Inc
Arkansas
$264K – – –
BFWM
1067
Bright Futures Wealth Management
New York
$263K +$833 +32 +0.3%
TWA
1068
Tandem Wealth Advisors
Arizona
$263K +$261K +10,021 New
SEM
1069
Strategic Equity Management
Arizona
$262K -$54.4K -2,090 -17%
CFIA
1070
Cantor Fitzgerald Investment Advisors
New York
$261K -$5.65K -217 -2%
AIMC
1071
Alley Investment Management Company
Illinois
$261K – – –
UB
1072
UMB Bank
Missouri
$260K -$98.9K -3,800 -28%
SFC
1073
Strategic Financial Concepts
Texas
$259K -$7.16M -274,892 -97%
OAM
1074
Occidental Asset Management
California
$259K +$10.4K +400 +4%
FIA
1075
FPC Investment Advisory
California
$259K – – –
41 42
43
44 45