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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
151
Gateway Advisory
New Jersey
$3.3M -$475K -41,166 -13%
ZF
152
Zhang Financial
Michigan
$3.27M -$187K -16,182 -5%
ASN
153
Advisory Services Network
Georgia
$3.25M +$1.44M +124,434 +82%
JHCP
154
Jackson Hole Capital Partners
Oklahoma
$3.24M +$321K +27,774 +11%
CG
155
CFO4Life Group
Texas
$3.23M +$12.7K +1,098 +0.4%
MPI
156
Mairs & Power Inc
Minnesota
$3.2M – – –
DADC
157
D.A. Davidson & Co
Montana
$3.13M +$72.5K +6,276 +2%
LRPA
158
L. Roy Papp & Associates
Arizona
$3.12M +$147K +12,744 +5%
MFGP
159
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.11M +$675K +58,482 +28%
RWM
160
RKL Wealth Management
Pennsylvania
$3.09M +$56K +4,848 +2%
BPWA
161
Beacon Pointe Wealth Advisors
California
$3.05M -$176K -15,282 -6%
SAM
162
Sawgrass Asset Management
Florida
$3.04M -$20.8K -1,800 -0.7%
CWS
163
Cypress Wealth Services
California
$3.03M +$270K +23,382 +10%
NI
164
NYL Investors
New York
$3.03M -$132K -11,400 -4%
MIAN
165
Mariner Independent Advisor Network
Kansas
$3M -$28.1K -2,430 -0.9%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.95M +$25.5K +2,208 +0.9%
BCM
167
Boltwood Capital Management
California
$2.94M -$66.3K -5,742 -2%
GVAG
168
Great Valley Advisor Group
Delaware
$2.87M +$109K +9,438 +4%
SWRP
169
Summit Wealth & Retirement Planning
California
$2.86M -$19.5K -1,686 -0.7%
ADL
170
Asset Dedication LLC
California
$2.83M +$26.5K +2,298 +1%
LJAC
171
L.J. Altfest & Co
New York
$2.79M +$210K +18,192 +8%
AIM
172
AMI Investment Management
Indiana
$2.76M -$40K -3,468 -1%
FC
173
Financial Consulate
Maryland
$2.68M -$10.1M -878,574 -79%
PMG
174
ProVise Management Group
Florida
$2.68M +$159K +13,782 +6%
CWM
175
Chesapeake Wealth Management
Virginia
$2.67M -$29.2K -2,532 -1%
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