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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
126
Regis Management Company
California
$7.6M +$238K +15,114 +3%
SA
127
Shilanski & Associates
Alaska
$7.59M +$128K +8,118 +2%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$7.55M +$834K +52,884 +13%
CHA
129
Carmichael Hill & Associates
Maryland
$7.34M -$47.7K -3,024 -0.7%
FA
130
Fagan Associates
New York
$7.33M -$77K -4,884 -1%
WPW
131
Waldron Private Wealth
Pennsylvania
$7.27M – – –
AA
132
Apriem Advisors
California
$7.02M -$127K -8,058 -2%
BIP
133
Blueprint Investment Partners
North Carolina
$6.98M +$6.82M +432,468 +82,848%
JFG
134
JMG Financial Group
Illinois
$6.95M -$448K -28,410 -6%
SBL
135
Sargent Bickham Lagudis
Colorado
$6.94M +$61.7K +3,912 +0.9%
HI
136
Harbour Investments
Wisconsin
$6.94M +$6.79M +430,398 New
TFF
137
The Family Firm
Maryland
$6.9M +$296K +18,780 +5%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$6.79M -$92.7K -5,880 -1%
HFA
139
Hoover Financial Advisors
Pennsylvania
$6.66M -$497K -31,530 -7%
PA
140
Planning Alternatives
Michigan
$6.65M -$1.79M -113,736 -22%
IA
141
IFP Advisors
Florida
$6.63M -$2.49M -157,956 -28%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$6.56M -$242K -15,330 -4%
ICM
143
Islay Capital Management
Texas
$6.51M -$8.61K -546 -0.1%
WCM
144
Wealthcare Capital Management
Virginia
$6.41M – – –
JWA
145
JFS Wealth Advisors
Pennsylvania
$6.18M -$239K -15,138 -4%
FWI
146
Facet Wealth Inc
Maryland
$6.11M +$235K +14,904 +4%
CFO
147
CVA Family Office
Colorado
$6.07M +$280K +17,748 +5%
BA
148
Ballast Advisors
Minnesota
$6.03M -$37.2K -2,358 -0.6%
ASN
149
Advisory Services Network
Georgia
$5.94M +$309K +19,620 +6%
CCM
150
Ciovacco Capital Management
Georgia
$5.91M +$1.39M +88,158 +32%
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