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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
251
Red Door Wealth Management
Tennessee
$5.53M -$10.3K -452 -0.2%
BA
252
Brightwater Advisory
Florida
$5.45M -$455K -19,941 -8%
SWRP
253
Summit Wealth & Retirement Planning
California
$5.39M +$37.4K +1,637 +0.7%
MA
254
Mutual Advisors
Nebraska
$5.33M -$10.2M -448,529 -66%
KIA
255
KCM Investment Advisors
California
$5.29M -$640 -28 -0%
RRCM
256
Rappaport Reiches Capital Management
Illinois
$5.28M +$175K +7,666 +3%
PIM
257
Pullen Investment Management
Florida
$5.24M – – –
BJL
258
Brighton Jones LLC
Washington
$5.19M +$4.03M +176,254 +337%
WCM
259
Whitener Capital Management
North Carolina
$5.18M -$425K -18,605 -8%
SFC
260
Strategic Financial Concepts
Texas
$5.18M +$57.5K +2,517 +1%
SFA
261
Souders Financial Advisors
Ohio
$5.17M -$1M -43,984 -16%
CSWM
262
Cassady Schiller Wealth Management
Ohio
$5.15M -$46 -2 -0%
AIM
263
Archer Investment Management
Texas
$5.01M +$5.04M +220,800 New
AOWM
264
Alpha Omega Wealth Management
Virginia
$5.01M -$82.5K -3,610 -2%
VCM
265
Vivaldi Capital Management
Illinois
$5.01M -$90.7K -3,970 -2%
SP
266
Successful Portfolios
Florida
$4.97M +$46.4K +2,032 +0.9%
FF
267
Farnam Financial
Arizona
$4.95M -$282K -12,352 -5%
LBC
268
Lowe Brockenbrough & Co
Virginia
$4.88M -$41.7K -1,825 -0.8%
DPI
269
Diversified Portfolios Inc
Michigan
$4.86M – – –
NI
270
NYL Investors
New York
$4.84M +$226K +9,900 +5%
BNMT
271
Bawa N Mallick Trust
New York
$4.82M +$4.85M +212,190 New
ADL
272
Asset Dedication LLC
California
$4.8M +$590K +25,820 +14%
PAG
273
Private Advisor Group
New Jersey
$4.79M -$102K -4,466 -2%
PA
274
Parallel Advisors
California
$4.76M +$7.47K +327 +0.2%
SWM
275
Seed Wealth Management
Illinois
$4.76M – – –
9 10
11
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