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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
151
Starfire Investment Advisers
Michigan
$3.07M -$36.5K -3,378 -1%
BCM
152
Boltwood Capital Management
California
$3.06M -$508K -46,974 -13%
NI
153
NYL Investors
New York
$3.03M +$3.28M +303,600 New
BPWA
154
Beacon Pointe Wealth Advisors
California
$2.91M +$3.16M +292,470 New
FG
155
Fiduciary Group
Georgia
$2.81M +$73.2K +6,774 +2%
CG
156
CFO4Life Group
Texas
$2.73M +$1.23M +114,132 +72%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$2.72M +$841K +77,808 +40%
MPI
158
Mairs & Power Inc
Minnesota
$2.72M – – –
OWM
159
Orgel Wealth Management
Wisconsin
$2.71M +$2.93M +270,858 New
IDA
160
Intelligence Driven Advisers
California
$2.68M +$2.9M +268,566 New
EFS
161
Econ Financial Services
Pennsylvania
$2.66M +$2.88M +266,652 New
IF
162
Ironwood Financial
Arizona
$2.63M +$1.69M +155,856 +145%
SAM
163
Sawgrass Asset Management
Florida
$2.6M – – –
PV
164
Private Vista
Illinois
$2.57M -$148K -13,650 -5%
MIAN
165
Mariner Independent Advisor Network
Kansas
$2.56M +$1.15M +106,776 +74%
HI
166
Hudock Inc
Pennsylvania
$2.54M -$201K -18,546 -7%
DWM
167
Destination Wealth Management
California
$2.53M +$438K +40,518 +19%
MWP
168
MYCIO Wealth Partners
Pennsylvania
$2.53M +$146K +13,470 +6%
SWRP
169
Summit Wealth & Retirement Planning
California
$2.52M +$2.73M +252,288 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$2.51M -$879K -81,318 -24%
ZF
171
Zhang Financial
Michigan
$2.51M +$2.72M +251,424 New
WF
172
WealthTrust Fairport
Ohio
$2.5M +$897K +82,926 +49%
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$2.47M +$2.67M +247,056 New
ADL
174
Asset Dedication LLC
California
$2.39M +$93.5K +8,652 +4%
TRCT
175
Tower Research Capital (TRC)
New York
$2.35M +$2.17M +200,772 +588%
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