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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
151
CFO4Life Group
Texas
$3.1M +$4.85K +444 +0.2%
IF
152
Ironwood Financial
Arizona
$3.09M +$95.4K +8,736 +3%
MPI
153
Mairs & Power Inc
Minnesota
$3.09M – – –
MWM
154
MinichMacGregor Wealth Management
New York
$3.06M +$2.91M +266,706 New
NI
155
NYL Investors
New York
$3.05M -$380K -34,800 -11%
SAM
156
Sawgrass Asset Management
Florida
$2.95M – – –
DADC
157
D.A. Davidson & Co
Montana
$2.94M +$2.6M +238,338 +1,116%
HI
158
Hudock Inc
Pennsylvania
$2.93M +$26.7K +2,442 +1%
DPI
159
Diversified Portfolios Inc
Michigan
$2.93M +$111K +10,146 +4%
RWM
160
RKL Wealth Management
Pennsylvania
$2.93M +$707K +64,722 +34%
MIAN
161
Mariner Independent Advisor Network
Kansas
$2.92M +$52.8K +4,836 +2%
PV
162
Private Vista
Illinois
$2.92M +$1.11K +102 +0%
BCM
163
Breiter Capital Management
Florida
$2.91M +$2.47M +226,500 +478%
WF
164
WealthTrust Fairport
Ohio
$2.9M +$59.1K +5,412 +2%
BCM
165
Boltwood Capital Management
California
$2.9M -$556K -50,922 -17%
MWP
166
MYCIO Wealth Partners
Pennsylvania
$2.9M +$24.5K +2,244 +0.9%
LRPA
167
L. Roy Papp & Associates
Arizona
$2.87M +$824K +75,480 +43%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$2.85M -$5.96K -546 -0.2%
JWA
169
JFS Wealth Advisors
Pennsylvania
$2.82M -$1.36M -124,734 -33%
JHCP
170
Jackson Hole Capital Partners
Oklahoma
$2.81M +$11.6K +1,062 +0.4%
SWRP
171
Summit Wealth & Retirement Planning
California
$2.78M -$76.8K -7,038 -3%
AIM
172
AMI Investment Management
Indiana
$2.7M +$45.9K +4,206 +2%
ADL
173
Asset Dedication LLC
California
$2.7M +$590 +54 +0%
CWS
174
Cypress Wealth Services
California
$2.66M +$1.2M +109,974 +88%
GVAG
175
Great Valley Advisor Group
Delaware
$2.64M -$553K -50,610 -18%
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