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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
251
Wrenne Financial Planning
Kentucky
$4.61M -$626K -30,912 -12%
RSWM
252
Robertson Stephens Wealth Management
California
$4.55M +$78.5K +3,873 +2%
SP
253
Successful Portfolios
Florida
$4.52M -$17K -840 -0.4%
LBC
254
Lowe Brockenbrough & Co
Virginia
$4.52M -$323K -15,951 -7%
SWM
255
Seed Wealth Management
Illinois
$4.51M -$80.8K -3,990 -2%
DPI
256
Diversified Portfolios Inc
Michigan
$4.51M +$30.4K +1,500 +0.7%
QCG
257
Quadrant Capital Group
Ohio
$4.5M +$672K +33,150 +18%
PAG
258
Private Advisor Group
New Jersey
$4.49M +$161K +7,923 +4%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$4.44M +$153K +7,539 +4%
FCM
260
Firestone Capital Management
Florida
$4.43M +$419K +20,688 +11%
RWA
261
Redhawk Wealth Advisors
Minnesota
$4.4M -$168K -8,268 -4%
PA
262
Parallel Advisors
California
$4.36M -$96.7K -4,773 -2%
AWS
263
Atria Wealth Solutions
New York
$4.35M -$1.19M -58,677 -22%
CWM
264
Chesapeake Wealth Management
Virginia
$4.3M +$112K +5,541 +3%
CPWM
265
Cypress Point Wealth Management
Texas
$4.22M -$84.9K -4,191 -2%
BAM
266
Berkshire Asset Management
Pennsylvania
$4.21M +$89.7K +4,428 +2%
OCG
267
Opus Capital Group
Ohio
$4.2M +$66.7K +3,291 +2%
IWC
268
Integrated Wealth Concepts
Massachusetts
$4.19M +$89.6K +4,422 +2%
MHR
269
Matthew Hamilton Rosenberg
$4.17M -$208K -10,245 -5%
NI
270
NYL Investors
New York
$4.17M +$128K +6,300 +3%
VVP
271
Venture Visionary Partners
Ohio
$4.16M -$31.2K -1,539 -0.8%
PFA
272
Pinnacle Family Advisors
Missouri
$4.16M -$174K -8,586 -4%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$4.15M +$167K +8,232 +4%
CI
274
Cordant Inc
Oregon
$4.1M -$185K -9,138 -4%
SOAG
275
Silver Oak Advisory Group
Oregon
$4.08M -$88.3K -4,359 -2%
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