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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
401
Gradient Capital Advisors
California
$1.02M -$115K -7,398 -9%
MA
402
MCF Advisors
Kentucky
$1.02M -$55.4K -3,564 -5%
AFAS
403
Acorn Financial Advisory Services
Virginia
$1.02M +$126K +8,130 +12%
BWM
404
BNC Wealth Management
Oregon
$1.02M -$10.3K -663 -0.9%
TIA
405
Traphagen Investment Advisors
New Jersey
$1.01M -$17.4K -1,116 -2%
SAM
406
Smithbridge Asset Management
Pennsylvania
$1M -$53.9K -3,465 -5%
SHWM
407
Smith & Howard Wealth Management
Georgia
$1M +$1.11M +71,499 New
PFA
408
Pure Financial Advisors
California
$985K +$426K +27,369 +64%
YIH
409
Y-Intercept (HK)
Hong Kong
$981K +$784K +50,394 +256%
PIP
410
Peachtree Investment Partners
Florida
$974K -$129K -8,292 -11%
MRWM
411
ML&R Wealth Management
Texas
$972K +$719K +46,200 +199%
PS
412
Planned Solutions
California
$968K +$12.6K +810 +1%
NHC
413
Nicholas Hoffman & Company
Georgia
$964K +$5.69K +366 +0.5%
WA
414
Wealth Architects
California
$946K +$8.68K +558 +0.8%
HNB
415
Huntington National Bank
Ohio
$940K – – –
QA
416
Quantitative Advantage
Minnesota
$937K +$1.04M +66,915 New
RWA
417
RGT Wealth Advisors
Texas
$926K -$103K -6,612 -9%
CW
418
Connectus Wealth
Ohio
$921K +$50.5K +3,249 +5%
IAN
419
Integrated Advisors Network
Texas
$918K +$467 +30 +0%
B
420
Bailard
California
$912K -$82K -5,274 -7%
SCP
421
Shorepoint Capital Partners
Massachusetts
$907K -$11.9K -768 -1%
CWM
422
Cahill Wealth Management
Michigan
$894K +$3.69K +237 +0.4%
BWM
423
Blossom Wealth Management
California
$890K -$793 -51 -0.1%
PIM
424
Penobscot Investment Management
Massachusetts
$884K +$47 +3 +0%
WWM
425
Windsor Wealth Management
Indiana
$878K +$17.5K +1,122 +2%
15 16
17
18 19