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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCT
126
TIAA CREF Trust
Missouri
$763K – – –
NCM
127
Novare Capital Management
North Carolina
$758K +$17.6K +2,022 +2%
AIM
128
AMI Investment Management
Indiana
$756K +$243K +27,990 +48%
VCM
129
Vigilant Capital Management
Maine
$739K -$32.7K -3,768 -4%
RC
130
RegentAtlantic Capital
New Jersey
$732K +$729K +83,994 New
VNA
131
Valley National Advisers
Pennsylvania
$728K +$209K +24,030 +40%
BSW
132
Buckingham Strategic Wealth
Missouri
$727K +$195K +22,410 +37%
ACM
133
Avalon Capital Management
California
$720K +$717K +82,608 New
IFS
134
Ifrah Financial Services
Arkansas
$717K -$6.62K -762 -0.9%
FWP
135
FAS Wealth Partners
Kansas
$713K -$61.4K -7,074 -8%
TYCC
136
Texas Yale Capital Corp
Florida
$695K -$2.6K -300 -0.4%
CA
137
Cambridge Advisors
Nebraska
$693K -$10.4K -1,200 -1%
SIC
138
Sigma Investment Counselors
Michigan
$690K +$12.1K +1,398 +2%
RWM
139
RKL Wealth Management
Pennsylvania
$686K +$15.8K +1,824 +2%
MWAC
140
Mariner Wealth Advisors (Cincinnati)
Ohio
$682K +$38.3K +4,410 +6%
PA
141
Pinnacle Associates
New York
$617K +$42.6K +4,902 +7%
MA
142
MCF Advisors
Kentucky
$602K +$86.9K +10,014 +17%
SWM
143
SVA Wealth Management
Wisconsin
$589K -$79K -9,096 -12%
SHJ
144
Sharkey, Howes & Javer
Colorado
$587K -$20.4K -2,346 -3%
TW
145
Transform Wealth
Colorado
$585K +$11.4K +1,314 +2%
DPI
146
Diversified Portfolios Inc
Michigan
$567K – – –
CFA
147
Cahill Financial Advisors
Minnesota
$555K +$15.2K +1,746 +3%
SA
148
SRH Advisors
Kansas
$518K +$13.1K +1,512 +3%
RCA
149
Rowland Carmichael Advisors
Arizona
$504K -$108K -12,408 -18%
VCP
150
Vista Capital Partners
Oregon
$499K +$43.6K +5,028 +10%
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