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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
151
Capstone Financial Advisors
Illinois
$1.08M -$14.1K -1,458 -1%
NPC
152
National Planning Corporation
California
$1.07M +$1.05M +109,026 New
BSW
153
Buckingham Strategic Wealth
Missouri
$1.02M +$73.4K +7,602 +8%
SIAS
154
Shine Investment Advisory Services
Colorado
$983K +$235K +24,336 +32%
TRCT
155
Tower Research Capital (TRC)
New York
$980K +$971K +100,566 New
AA
156
Ancora Advisors
Ohio
$963K +$2.49K +258 +0.3%
NCM
157
Novare Capital Management
North Carolina
$952K +$53.7K +5,562 +6%
AF
158
Allworth Financial
California
$945K +$243K +25,200 +35%
MWAC
159
Mariner Wealth Advisors (Cincinnati)
Ohio
$927K -$84.8K -8,784 -8%
FWP
160
FAS Wealth Partners
Kansas
$921K +$52.6K +5,442 +6%
KWM
161
Kingsview Wealth Management
Oregon
$887K +$232K +24,066 +36%
GIP
162
Granite Investment Partners
California
$876K +$17.4K +1,800 +2%
TYCC
163
Texas Yale Capital Corp
Florida
$874K +$2.9K +300 +0.3%
SIC
164
Sigma Investment Counselors
Michigan
$869K -$33.7K -3,486 -4%
LIM
165
Leavell Investment Management
Alabama
$868K +$243K +25,200 +39%
V
166
Veritable
Delaware
$860K +$232 +24 +0%
HCA
167
Horan Capital Advisors
Ohio
$849K +$103K +10,674 +14%
IF
168
Ironwood Financial
Arizona
$837K +$9.97K +1,032 +1%
CA
169
Cambridge Advisors
Nebraska
$834K +$4.81K +498 +0.6%
FF
170
Friedenthal Financial
New Jersey
$824K -$92.1K -9,534 -10%
ODCM
171
Old Dominion Capital Management
Virginia
$769K +$29.4K +3,042 +4%
BWL
172
Bogart Wealth LLC
Virginia
$761K +$321K +33,204 +74%
SA
173
SRH Advisors
Kansas
$747K +$3.59K +372 +0.5%
LYV
174
Live Your Vision
Pennsylvania
$747K +$31.4K +3,252 +5%
CFA
175
Cahill Financial Advisors
Minnesota
$709K -$65.9K -6,828 -9%
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