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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
301
Mather Group
Illinois
$2.09M -$116K -7,203 -5%
PPP
302
Private Portfolio Partners
New Jersey
$2.05M – – –
FAIM
303
Financial Advocates Investment Management
Washington
$2.01M -$585K -36,447 -21%
ACA
304
Atlas Capital Advisors
Wyoming
$1.99M +$22K +1,371 +1%
MWM
305
Madison Wealth Management
Ohio
$1.98M – – –
RW
306
RVW Wealth
California
$1.97M +$85.7K +5,337 +4%
CAG
307
Csenge Advisory Group
Florida
$1.96M +$2.14M +133,194 New
EWM
308
Empirical Wealth Management
Washington
$1.95M +$363K +22,620 +21%
S
309
SignatureFD
Georgia
$1.94M +$533K +33,207 +34%
JPLA
310
Joseph P. Lucia & Associates
New York
$1.92M +$126K +7,857 +6%
OPWM
311
Oxinas Partners Wealth Management
Indiana
$1.91M +$1.02M +63,372 +96%
ACM
312
AlphaStar Capital Management
North Carolina
$1.9M -$6.16K -384 -0.3%
BF
313
Brooklyn FI
New York
$1.88M -$7.23M -450,480 -98%
EWA
314
EP Wealth Advisors
California
$1.88M -$197K -12,273 -9%
AWM
315
Abound Wealth Management
Tennessee
$1.87M +$1.91M +119,220 +1,504%
BP
316
Broadleaf Partners
Ohio
$1.85M -$31.2K -1,947 -2%
BTWM
317
Baker Tilly Wealth Management
Wisconsin
$1.84M +$2.01M +125,163 New
LIG
318
Lokken Investment Group
Delaware
$1.83M +$1.07M +66,909 +116%
CAI
319
Capital Advisors Inc
Oklahoma
$1.82M +$771K +48,012 +64%
QCG
320
Quadrant Capital Group
Ohio
$1.81M +$212K +13,209 +12%
BWL
321
Bogart Wealth LLC
Virginia
$1.8M +$168K +10,482 +9%
JHCP
322
Jackson Hole Capital Partners
Oklahoma
$1.79M +$94K +5,859 +5%
SWM
323
Segment Wealth Management
Texas
$1.79M +$48 +3 +0%
MA
324
MBA Advisors
Pennsylvania
$1.72M +$72.7K +4,530 +4%
BIA
325
Bigelow Investment Advisors
Maine
$1.71M -$222K -13,803 -11%
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