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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
151
Fiduciary Group
Georgia
$3.33M -$7.69K -666 -0.2%
GA
152
Gateway Advisory
New Jersey
$3.3M -$475K -41,166 -13%
ZF
153
Zhang Financial
Michigan
$3.27M -$187K -16,182 -5%
ASN
154
Advisory Services Network
Georgia
$3.25M +$1.44M +124,434 +82%
JHCP
155
Jackson Hole Capital Partners
Oklahoma
$3.24M +$321K +27,774 +11%
CG
156
CFO4Life Group
Texas
$3.23M +$12.7K +1,098 +0.4%
MPI
157
Mairs & Power Inc
Minnesota
$3.2M – – –
DADC
158
D.A. Davidson & Co
Montana
$3.13M +$72.5K +6,276 +2%
LRPA
159
L. Roy Papp & Associates
Arizona
$3.12M +$147K +12,744 +5%
MFGP
160
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.11M +$675K +58,482 +28%
RWM
161
RKL Wealth Management
Pennsylvania
$3.09M +$56K +4,848 +2%
BPWA
162
Beacon Pointe Wealth Advisors
California
$3.05M -$176K -15,282 -6%
SAM
163
Sawgrass Asset Management
Florida
$3.04M -$20.8K -1,800 -0.7%
CWS
164
Cypress Wealth Services
California
$3.03M +$270K +23,382 +10%
NI
165
NYL Investors
New York
$3.03M -$132K -11,400 -4%
MIAN
166
Mariner Independent Advisor Network
Kansas
$3M -$28.1K -2,430 -0.9%
JWA
167
JFS Wealth Advisors
Pennsylvania
$2.95M +$25.5K +2,208 +0.9%
BCM
168
Boltwood Capital Management
California
$2.94M -$66.3K -5,742 -2%
GVAG
169
Great Valley Advisor Group
Delaware
$2.87M +$109K +9,438 +4%
SWRP
170
Summit Wealth & Retirement Planning
California
$2.86M -$19.5K -1,686 -0.7%
ADL
171
Asset Dedication LLC
California
$2.83M +$26.5K +2,298 +1%
LJAC
172
L.J. Altfest & Co
New York
$2.79M +$210K +18,192 +8%
AIM
173
AMI Investment Management
Indiana
$2.76M -$40K -3,468 -1%
FC
174
Financial Consulate
Maryland
$2.68M -$10.1M -878,574 -79%
PMG
175
ProVise Management Group
Florida
$2.68M +$159K +13,782 +6%
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