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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
151
Ironwood Financial
Arizona
$3.09M +$95.4K +8,736 +3%
MPI
152
Mairs & Power Inc
Minnesota
$3.09M – – –
MWM
153
MinichMacGregor Wealth Management
New York
$3.06M +$2.91M +266,706 New
NI
154
NYL Investors
New York
$3.05M -$380K -34,800 -11%
SAM
155
Sawgrass Asset Management
Florida
$2.95M – – –
DADC
156
D.A. Davidson & Co
Montana
$2.94M +$2.6M +238,338 +1,116%
HI
157
Hudock Inc
Pennsylvania
$2.93M +$26.7K +2,442 +1%
DPI
158
Diversified Portfolios Inc
Michigan
$2.93M +$111K +10,146 +4%
RWM
159
RKL Wealth Management
Pennsylvania
$2.93M +$707K +64,722 +34%
MIAN
160
Mariner Independent Advisor Network
Kansas
$2.92M +$52.8K +4,836 +2%
PV
161
Private Vista
Illinois
$2.92M +$1.11K +102 +0%
BCM
162
Breiter Capital Management
Florida
$2.91M +$2.47M +226,500 +478%
WF
163
WealthTrust Fairport
Ohio
$2.9M +$59.1K +5,412 +2%
BCM
164
Boltwood Capital Management
California
$2.9M -$556K -50,922 -17%
MWP
165
MYCIO Wealth Partners
Pennsylvania
$2.9M +$24.5K +2,244 +0.9%
LRPA
166
L. Roy Papp & Associates
Arizona
$2.87M +$824K +75,480 +43%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$2.85M -$5.96K -546 -0.2%
JWA
168
JFS Wealth Advisors
Pennsylvania
$2.82M -$1.36M -124,734 -33%
JHCP
169
Jackson Hole Capital Partners
Oklahoma
$2.81M +$11.6K +1,062 +0.4%
SWRP
170
Summit Wealth & Retirement Planning
California
$2.78M -$76.8K -7,038 -3%
AIM
171
AMI Investment Management
Indiana
$2.7M +$45.9K +4,206 +2%
ADL
172
Asset Dedication LLC
California
$2.7M +$590 +54 +0%
CWS
173
Cypress Wealth Services
California
$2.66M +$1.2M +109,974 +88%
GVAG
174
Great Valley Advisor Group
Delaware
$2.64M -$553K -50,610 -18%
CWM
175
Chesapeake Wealth Management
Virginia
$2.61M +$14.1K +1,290 +0.6%
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