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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
401
Action Point Financial Planning
Michigan
$3.24M +$3.13M +111,756 New
LCC
402
Lincoln Capital Corp
Rhode Island
$3.22M -$76.6K -2,737 -2%
CPA
403
Cathy Pareto & Associates
Florida
$3.18M +$10.1K +360 +0.3%
SWM
404
Segment Wealth Management
Texas
$3.16M +$317K +11,325 +12%
AWM
405
Angeles Wealth Management
California
$3.15M – – –
MA
406
MCF Advisors
Kentucky
$3.11M -$550K -19,648 -15%
RSWM
407
Robertson Stephens Wealth Management
California
$3.11M -$52.3K -1,868 -2%
KWA
408
Kingswood Wealth Advisors
California
$3.11M +$696K +24,866 +30%
FD
409
Financial Designs
California
$3.1M -$147K -5,248 -5%
RW
410
RVW Wealth
California
$3.1M +$6.69K +239 +0.2%
DFA
411
DHJJ Financial Advisors
Illinois
$3.08M -$117K -4,178 -4%
FF
412
Financial Futures
New Jersey
$3.08M +$276K +9,843 +10%
PIP
413
Peachtree Investment Partners
Florida
$3.05M -$285K -10,185 -9%
SA
414
SJBenen ADVISORY
North Carolina
$3.04M +$804K +28,725 +38%
YIA
415
YHB Investment Advisors
Connecticut
$3.04M -$15.3K -546 -0.5%
EFP
416
Elser Financial Planning
Indiana
$3.03M – – –
OC
417
Optima Capital
Oregon
$3.03M +$45.6K +1,629 +2%
PFS
418
Prospera Financial Services
Texas
$3.02M +$207K +7,387 +8%
WMWM
419
Wilkins Miller Wealth Management
Alabama
$3.01M -$8.54K -305 -0.3%
MCA
420
Midwest Capital Advisors
Michigan
$3.01M +$29.2K +1,043 +1%
RWP
421
RWA Wealth Partners
Massachusetts
$3.01M -$10.2K -363 -0.3%
EPM
422
Elm Partners Management
Pennsylvania
$2.98M -$2.44K -87 -0.1%
AIS
423
American Investment Services
Massachusetts
$2.98M +$56 +2 +0%
PF
424
Penney Financial
Texas
$2.97M -$269K -9,599 -9%
BCM
425
Boltwood Capital Management
California
$2.97M -$4.31K -154 -0.1%
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