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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
301
Slow Capital
California
$1.32M +$1.31M +99,726 New
AMG
302
Asset Management Group
Connecticut
$1.32M +$8.68K +660 +0.7%
WPIC
303
White Pine Investment Company
Michigan
$1.3M -$102K -7,788 -7%
EWM
304
Empirical Wealth Management
Washington
$1.3M +$101K +7,704 +9%
BWP
305
BSW Wealth Partners
Colorado
$1.28M -$26.7K -2,028 -2%
FWP
306
FAS Wealth Partners
Kansas
$1.26M -$203K -15,432 -14%
WWM
307
Western Wealth Management
Colorado
$1.23M -$50.1K -3,810 -4%
SHJ
308
Sharkey, Howes & Javer
Colorado
$1.22M -$75.3K -5,724 -6%
ECG
309
Edge Capital Group
Georgia
$1.21M -$238K -18,096 -17%
GCA
310
Gradient Capital Advisors
California
$1.21M -$43.7K -3,324 -4%
YIA
311
YHB Investment Advisors
Connecticut
$1.19M +$1.18M +89,952 New
RPSA
312
Richard P. Slaughter Associates
Texas
$1.19M -$203K -15,402 -15%
TYCC
313
Texas Yale Capital Corp
Florida
$1.18M – – –
EI
314
Ellevest Inc
New York
$1.18M +$31.8K +2,418 +3%
V
315
Veritable
Delaware
$1.17M +$552 +42 +0%
SCM
316
SOL Capital Management
Maryland
$1.17M +$42K +3,198 +4%
DAS
317
Dynamic Advisor Solutions
Arizona
$1.17M +$179K +13,584 +18%
PA
318
Pinnacle Associates
New York
$1.16M +$77.9K +5,922 +7%
FWM
319
Filbrandt Wealth Management
Wisconsin
$1.16M -$113K -8,568 -9%
LWAC
320
Laurel Wealth Advisors (California)
California
$1.1M -$13.3K -1,014 -1%
CIA
321
Compass Ion Advisors
Pennsylvania
$1.09M +$4.1K +312 +0.4%
SAM
322
S.A. Mason
Michigan
$1.09M -$9.47K -720 -0.9%
WCM
323
Weik Capital Management
Pennsylvania
$1.08M -$65.1K -4,950 -6%
EWM
324
Evermay Wealth Management
Virginia
$1.06M +$4.02K +306 +0.4%
IAP
325
Indie Asset Partners
Indiana
$1.04M +$4.42K +336 +0.4%
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