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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
Chesapeake Wealth Management
Virginia
$4.7M +$30K +1,314 +0.6%
BAM
277
Berkshire Asset Management
Pennsylvania
$4.69M -$43.5K -1,904 -0.9%
BCM
278
Brookstone Capital Management
Illinois
$4.66M +$887K +38,826 +23%
LJAC
279
L.J. Altfest & Co
New York
$4.65M -$65.5K -2,866 -1%
BPA
280
Beacon Pointe Advisors
California
$4.59M -$579K -25,341 -11%
PFA
281
Pinnacle Family Advisors
Missouri
$4.54M +$305K +13,345 +7%
BWM
282
Benchmark Wealth Management
Connecticut
$4.53M +$371K +16,233 +9%
AFP
283
Ausdal Financial Partners
Iowa
$4.49M +$2.18M +95,368 +93%
MHR
284
Matthew Hamilton Rosenberg
$4.47M -$49.8K -2,182 -1%
VVP
285
Venture Visionary Partners
Ohio
$4.47M -$822 -36 -0%
AC
286
Avant Capital
Louisiana
$4.46M +$4.49M +196,398 New
OCG
287
Opus Capital Group
Ohio
$4.45M -$26.8K -1,173 -0.6%
SOAG
288
Silver Oak Advisory Group
Oregon
$4.28M -$118K -5,175 -3%
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$4.28M -$213K -9,347 -5%
CPA
290
Clear Point Advisors
New York
$4.27M -$15.1K -661 -0.4%
CIA
291
Compass Ion Advisors
Pennsylvania
$4.21M +$35.4K +1,548 +0.8%
CAM
292
Cozad Asset Management
Illinois
$4.19M – – –
FFA
293
Farther Finance Advisors
California
$4.18M +$1.47M +64,432 +54%
IWC
294
Integrated Wealth Concepts
Massachusetts
$4.14M -$467K -20,442 -10%
CI
295
Cordant Inc
Oregon
$4.13M -$93.7K -4,101 -2%
CAG
296
Crestwood Advisors Group
Massachusetts
$4.06M +$388 +17 +0%
EH
297
Equitable Holdings
New York
$4.03M +$511K +22,373 +14%
AAP
298
Arax Advisory Partners
Colorado
$4.01M +$118K +5,152 +3%
OFS
299
OneAscent Financial Services
Alabama
$4M +$4.02M +176,170 New
FPAS
300
Focus Partners Advisor Solutions
Missouri
$3.95M -$445K -19,481 -10%
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