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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
201
L.J. Altfest & Co
New York
$4.13M -$23.2K -1,302 -0.5%
SWRP
202
Summit Wealth & Retirement Planning
California
$4.1M +$6.72K +378 +0.2%
VA
203
Valmark Advisers
Ohio
$4.09M +$83.7K +4,704 +2%
KIA
204
KCM Investment Advisors
California
$4.07M -$278K -15,642 -6%
RWM
205
RKL Wealth Management
Pennsylvania
$4.06M -$168K -9,462 -4%
FC
206
Financial Consulate
Maryland
$3.89M -$152K -8,520 -4%
ADL
207
Asset Dedication LLC
California
$3.88M -$40.8K -2,292 -1%
NGA
208
Naples Global Advisors
Florida
$3.83M -$95.5K -5,370 -2%
ZF
209
Zhang Financial
Michigan
$3.82M +$129K +7,230 +3%
5L
210
55I LLC
Massachusetts
$3.81M +$451K +25,350 +13%
FG
211
Fiduciary Group
Georgia
$3.8M -$32.1K -1,806 -0.9%
AWS
212
AJ Wealth Strategies
New York
$3.8M -$51.1K -2,874 -1%
CIAS
213
Capital Investment Advisory Services
North Carolina
$3.75M -$4.86M -273,102 -56%
AAG
214
Avalon Advisory Group
Pennsylvania
$3.73M -$2.35K -132 -0.1%
AAS
215
Annex Advisory Services
Wisconsin
$3.71M -$48.9K -2,748 -1%
VCP
216
Vista Capital Partners
Oregon
$3.6M -$108K -6,090 -3%
BPA
217
Beacon Pointe Advisors
California
$3.55M -$455K -25,584 -11%
CWM
218
Chesapeake Wealth Management
Virginia
$3.51M -$157K -8,850 -4%
SAM
219
Sawgrass Asset Management
Florida
$3.48M – – –
ACI
220
Alpha Cubed Investments
California
$3.47M – – –
RF
221
RHS Financial
California
$3.44M -$563K -31,674 -14%
IWMA
222
Ironwood Wealth Management (Arizona)
Arizona
$3.44M -$121K -6,816 -3%
CI
223
Cordant Inc
Oregon
$3.37M -$80.2K -4,512 -2%
EVM
224
Eaton Vance Management
Massachusetts
$3.36M -$13.3K -750 -0.4%
VCM
225
Virtue Capital Management
Tennessee
$3.31M +$44.7K +2,514 +1%
7 8
9
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