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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
201
L. Roy Papp & Associates
Arizona
$2.83M -$331K -25,146 -11%
SFA
202
Souders Financial Advisors
Ohio
$2.8M +$202K +15,378 +8%
SFS
203
Sowell Financial Services
Arkansas
$2.8M +$620K +47,136 +29%
SAM
204
Sawgrass Asset Management
Florida
$2.77M – – –
NI
205
NYL Investors
New York
$2.76M -$126K -9,600 -4%
HI
206
Hudock Inc
Pennsylvania
$2.75M +$109K +8,280 +4%
RJA
207
Raymond James & Associates
Florida
$2.73M +$369K +28,080 +16%
VC
208
Voit & Company
Wisconsin
$2.73M -$83.4K -6,342 -3%
PWMG
209
Prestige Wealth Management Group
New Jersey
$2.68M -$433K -32,964 -14%
ACI
210
Alpha Cubed Investments
California
$2.68M – – –
BSW
211
Buckingham Strategic Wealth
Missouri
$2.63M -$858K -65,226 -25%
FCM
212
Firestone Capital Management
Florida
$2.6M -$55.5K -4,218 -2%
EVM
213
Eaton Vance Management
Massachusetts
$2.59M -$12.6K -960 -0.5%
SWM
214
Stockman Wealth Management
Montana
$2.59M +$205K +15,600 +9%
GPFA
215
Game Plan Financial Advisors
Ohio
$2.56M +$2.54M +192,792 New
PA
216
PFG Advisors
Arizona
$2.55M -$38.8K -2,952 -2%
5L
217
55I LLC
Massachusetts
$2.49M -$3K -228 -0.1%
AI
218
Atria Investments
North Carolina
$2.49M +$145K +10,992 +6%
BJL
219
Brighton Jones LLC
Washington
$2.48M -$4.34K -330 -0.2%
HCMT
220
Highland Capital Management (Tennessee)
Tennessee
$2.46M +$16.3K +1,236 +0.7%
ISWM
221
Independent Solutions Wealth Management
New York
$2.46M -$573K -43,560 -19%
VCAM
222
Van Cleef Asset Management
Ohio
$2.43M -$164K -12,510 -6%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$2.43M -$185K -14,088 -7%
TIM
224
Total Investment Management
Arizona
$2.42M -$54.9M -4,174,836 -96%
PCMC
225
Private Capital Management (Colorado)
Colorado
$2.37M -$8.52K -648 -0.4%
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9
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