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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
326
Indie Asset Partners
Indiana
$1.04M -$123K -10,638 -12%
SCM
327
SOL Capital Management
Maryland
$1.04M -$128K -11,124 -12%
LWAC
328
Laurel Wealth Advisors (California)
California
$1.03M +$2.01K +174 +0.2%
PFA
329
Pure Financial Advisors
California
$1.03M -$12.7K -1,098 -1%
SAM
330
S.A. Mason
Michigan
$1.01M -$5.53K -480 -0.6%
MIAN
331
Mariner Independent Advisor Network
Kansas
$1.01M -$982K -85,224 -51%
DP
332
Denver PWM
Colorado
$1.01M -$341K -29,574 -26%
CIA
333
Compass Ion Advisors
Pennsylvania
$1M -$132K -11,478 -12%
PA
334
Pinnacle Associates
New York
$1M -$32.2K -2,790 -3%
VWA
335
VERITY Wealth Advisors
United States
$989K – – –
EWM
336
Evermay Wealth Management
Virginia
$978K +$96.8K +8,400 +12%
AFAS
337
Acorn Financial Advisory Services
Virginia
$971K -$54.3K -4,710 -6%
SHWM
338
Silicon Hills Wealth Management
Texas
$968K -$899 -78 -0.1%
AA
339
Ancora Advisors
Ohio
$959K -$87.6K -7,596 -9%
GWM
340
Gray Wealth Management
Maine
$956K +$27.1K +2,352 +3%
DSN
341
D. Scott Neal
Kentucky
$955K -$19.1K -1,656 -2%
DI
342
Disciplined Investments
Oklahoma
$955K +$3.53K +306 +0.4%
SCM
343
Southport Capital Management
Tennessee
$937K – – –
BWM
344
BCS Wealth Management
Tennessee
$934K +$54.8K +4,752 +7%
TL
345
TrueWealth LLC
Georgia
$923K +$69 +6 +0%
PIP
346
Peachtree Investment Partners
Florida
$923K +$1.66K +144 +0.2%
RM
347
Resource Management
Louisiana
$916K – – –
DAS
348
Dynamic Advisor Solutions
Arizona
$916K +$75.3K +6,534 +10%
FNBOMD
349
First National Bank of Mount Dora
Florida
$896K – – –
ML
350
McAdam LLC
Pennsylvania
$880K +$26.9K +2,334 +3%
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