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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
176
Alliance Wealth Management Group
New Jersey
$599K +$381K +43,236 +186%
BWA
177
BlueSky Wealth Advisors
North Carolina
$568K +$554K +62,892 New
SHJ
178
Sharkey, Howes & Javer
Colorado
$551K -$55.8K -6,336 -9%
RCA
179
Rowland Carmichael Advisors
Arizona
$551K +$28.2K +3,204 +6%
SCM
180
SOL Capital Management
Maryland
$546K +$50.6K +5,748 +11%
VCP
181
Vista Capital Partners
Oregon
$541K +$23.6K +2,676 +5%
LIM
182
Leavell Investment Management
Alabama
$528K +$181K +20,598 +54%
AF
183
Allworth Financial
California
$521K -$319K -36,156 -39%
JIC
184
Johnson Investment Counsel
Ohio
$507K +$62.9K +7,134 +15%
AI
185
Atria Investments
North Carolina
$493K +$191K +21,708 +66%
CCA
186
Cobblestone Capital Advisors
New York
$492K +$2.75K +312 +0.6%
LI
187
LVZ Inc
Michigan
$492K +$171K +19,464 +55%
MFS
188
MSI Financial Services
Massachusetts
$465K +$38.6K +4,380 +9%
PFA
189
Pinnacle Family Advisors
Missouri
$442K +$431K +48,966 New
ACM
190
Armbruster Capital Management
New York
$433K -$17.9K -2,034 -4%
FWM
191
Frontier Wealth Management
Missouri
$422K +$2.43K +276 +0.6%
OCM
192
One Capital Management
California
$422K +$27.9K +3,162 +7%
PAG
193
Private Advisor Group
New Jersey
$412K +$142K +16,158 +56%
SBSB
194
Sullivan, Bruyette, Speros & Blaney
Virginia
$397K +$86K +9,756 +28%
IC
195
Iconiq Capital
California
$388K – – –
SSI
196
Scott & Selber Inc
Texas
$381K -$57.9K -6,570 -13%
SFG
197
StrategIQ Financial Group
Indiana
$381K +$42.6K +4,836 +13%
BPM
198
Bowling Portfolio Management
Ohio
$374K +$134K +15,180 +58%
CA
199
Callahan Advisors
Texas
$366K +$77.7K +8,820 +28%
BJL
200
Brighton Jones LLC
Washington
$366K -$563K -63,906 -61%
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