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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
376
Archer Investment Management
Texas
$3.05M -$386K -14,711 -11%
SAG
377
SageView Advisory Group
California
$3.05M -$158K -6,021 -5%
AA
378
Advisory Alpha
Michigan
$3.04M +$718K +27,351 +29%
TWM
379
Topsail Wealth Management
North Carolina
$3.04M +$5.98K +228 +0.2%
MWA
380
Medallion Wealth Advisors
Connecticut
$3.04M +$132K +5,019 +4%
RWM
381
Rialto Wealth Management
New York
$3.02M -$7.08K -270 -0.2%
TSWM
382
Triangle Securities Wealth Management
North Carolina
$3.02M -$3.49K -133 -0.1%
3FI
383
3 Factor Indexing
California
$3M +$3.14M +119,640 New
CL
384
Choreo LLC
Illinois
$3M -$294K -11,223 -9%
TCIIS
385
TIAA-CREF Individual & Institutional Services
New York
$2.99M +$3.12M +119,004 New
RFA
386
RTD Financial Advisors
Pennsylvania
$2.98M -$21.4K -817 -0.7%
BWM
387
BCS Wealth Management
Tennessee
$2.97M -$3.98M -151,563 -56%
EWP
388
Elevation Wealth Partners
California
$2.96M +$157 +6 +0%
ATI
389
ARK & TLK Investments
Oklahoma
$2.93M +$826K +31,464 +37%
MAG
390
Mayfair Advisory Group
Alabama
$2.92M +$39.9K +1,522 +1%
MWM
391
Mission Wealth Management
California
$2.91M +$87.1K +3,320 +3%
PIP
392
Peachtree Investment Partners
Florida
$2.9M +$1.04M +39,696 +52%
RI
393
Ridgewood Investments
New Jersey
$2.88M +$3.01M +114,815 New
FG
394
Foster Group
Iowa
$2.88M +$310K +11,818 +11%
KCA
395
Kastel Capital Advisors
Massachusetts
$2.86M – – –
CTWM
396
Cherry Tree Wealth Management
Minnesota
$2.86M -$68K -2,592 -2%
LCC
397
Lincoln Capital Corp
Rhode Island
$2.86M +$36.4K +1,388 +1%
SA
398
Skyline Advisors
Washington
$2.83M -$84.8K -3,232 -3%
FD
399
Financial Designs
California
$2.82M -$123K -4,683 -4%
LNWTC
400
Laird Norton Wetherby Trust Company
Washington
$2.82M +$92.4K +3,523 +3%
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