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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
301
Prestige Wealth Management Group
New Jersey
$2.41M -$19.9K -1,275 -0.8%
MCCP
302
Mission Creek Capital Partners
California
$2.4M -$268K -17,139 -10%
LRPA
303
L. Roy Papp & Associates
Arizona
$2.39M -$36K -2,301 -2%
SIC
304
Salem Investment Counselors
North Carolina
$2.37M +$19.7K +1,260 +0.9%
ISWM
305
Independent Solutions Wealth Management
New York
$2.36M -$3.85K -246 -0.2%
ACA
306
Atlas Capital Advisors
Wyoming
$2.36M -$151K -9,639 -6%
NI
307
NYL Investors
New York
$2.32M -$267K -17,100 -11%
MGIA
308
Moneta Group Investment Advisors
Missouri
$2.31M +$402K +25,722 +22%
WOSD
309
WFA of San Diego
California
$2.31M -$810K -51,810 -26%
CA
310
Cambridge Advisors
Nebraska
$2.29M -$51.9K -3,321 -2%
PCMC
311
Private Capital Management (Colorado)
Colorado
$2.29M -$157K -10,011 -7%
VCM
312
Virtue Capital Management
Tennessee
$2.28M +$572K +36,597 +34%
CAG
313
Compass Advisory Group
New York
$2.28M +$139K +8,922 +7%
JWBC
314
John W. Brooker & Co
California
$2.27M -$41.9K -2,682 -2%
JPLA
315
Joseph P. Lucia & Associates
New York
$2.26M +$47.6K +3,042 +2%
DFA
316
DHJJ Financial Advisors
Illinois
$2.26M -$16.5K -1,053 -0.7%
BJL
317
Brighton Jones LLC
Washington
$2.25M +$436K +27,882 +25%
PCIA
318
Prime Capital Investment Advisors
Kansas
$2.24M -$160K -10,245 -7%
PPP
319
Private Portfolio Partners
New Jersey
$2.22M – – –
BWM
320
Benchmark Wealth Management
Connecticut
$2.22M +$47 +3 +0%
NA
321
NewEdge Advisors
Louisiana
$2.21M +$555K +35,520 +35%
MG
322
Mather Group
Illinois
$2.21M -$82K -5,247 -4%
SMC
323
Smith, Moore & Co
Missouri
$2.19M -$15.2K -972 -0.7%
RW
324
RVW Wealth
California
$2.13M -$13.6K -867 -0.6%
QCG
325
Quadrant Capital Group
Ohio
$2.13M +$184K +11,739 +10%
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