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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
201
Northern Trust
Illinois
$9.31M +$438K +17,689 +5%
FA
202
Fagan Associates
New York
$9.19M +$389K +15,725 +5%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$9.19M +$82.1K +3,316 +0.9%
RIM
204
Rockbridge Investment Management
New York
$9.11M -$121K -4,898 -1%
KAS
205
Kestra Advisory Services
Texas
$9.08M -$47.9M -1,936,258 -85%
BCM
206
Brookstone Capital Management
Illinois
$8.94M +$135K +5,434 +2%
CAM
207
Cresset Asset Management
Illinois
$8.88M -$54.5K -2,203 -0.6%
DI
208
Disciplined Investors
Texas
$8.61M +$72.4K +2,923 +0.9%
WKWM
209
Walter & Keenan Wealth Management
Indiana
$8.52M +$344K +13,892 +4%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$8.5M +$252K +10,176 +3%
MSS
211
Mitchell Sinkler & Starr
Pennsylvania
$8.42M – – –
BA
212
Brightwater Advisory
Florida
$8.41M -$372K -15,015 -4%
VFIC
213
Valley Forge Investment Consultants
Pennsylvania
$8.4M -$121K -4,875 -1%
OFG
214
Orcam Financial Group
California
$8.39M -$13.1K -530 -0.2%
JPLA
215
Joseph P. Lucia & Associates
New York
$8.37M -$47.8K -1,932 -0.6%
PF
216
Prosperitas Financial
California
$8.34M -$4.77M -192,858 -37%
JFG
217
JMG Financial Group
Illinois
$8.34M -$213K -8,606 -3%
EFG
218
Embree Financial Group
Illinois
$8.28M -$582K -23,520 -7%
PAG
219
Private Advisor Group
New Jersey
$8.27M +$1.98M +79,903 +33%
RF
220
RHS Financial
California
$8.08M -$180K -7,279 -2%
SHJ
221
Sharkey, Howes & Javer
Colorado
$8.08M -$240K -9,687 -3%
NIA
222
NBZ Investment Advisors
Tennessee
$8.05M -$11.8K -476 -0.2%
William Blair & Company
223
William Blair & Company
Illinois
$8.02M +$363K +14,664 +5%
PRS
224
Pinkerton Retirement Specialists
Idaho
$7.97M +$6.74M +272,131 +721%
CFMC
225
Curbstone Financial Management Corp
New Hampshire
$7.92M -$432K -17,450 -5%
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9
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