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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$349K +$116K +9,594 +38%
SW
452
SkyOak Wealth
Michigan
$349K +$204K +16,854 +95%
VWA
453
V Wealth Advisors
Kansas
$348K -$212K -17,490 -34%
FIM
454
Frontier Investment Management
Texas
$342K +$40.4K +3,336 +11%
BFC
455
Bedel Financial Consulting
Indiana
$340K -$21.5K -1,776 -5%
AAS
456
Annex Advisory Services
Wisconsin
$340K +$214K +17,682 +110%
GWM
457
Greenwich Wealth Management
Connecticut
$332K – – –
CFIA
458
Cantor Fitzgerald Investment Advisors
New York
$330K -$3.99K -330 -1%
ACM
459
Armbruster Capital Management
New York
$330K +$13.2K +1,092 +3%
IC
460
InterOcean Capital
Illinois
$328K -$589K -48,690 -60%
CP
461
Corbenic Partners
Pennsylvania
$327K -$166K -13,680 -30%
APA
462
American Portfolios Advisors
New York
$327K -$5.16M -426,618 -93%
NFG
463
Noven Financial Group
Colorado
$320K -$26.9K -2,220 -7%
NEGWA
464
New England Guild Wealth Advisors
Connecticut
$319K +$22.9K +1,896 +6%
PFS
465
Prospera Financial Services
Texas
$318K +$84K +6,942 +28%
S
466
SignatureFD
Georgia
$314K -$175K -14,430 -32%
SAM
467
Summit Asset Management
Tennessee
$311K – – –
SSWM
468
Smith Salley Wealth Management
North Carolina
$309K – – –
JIC
469
Joel Isaacson & Co
New York
$307K +$581 +48 +0.2%
CFA
470
Cahill Financial Advisors
Minnesota
$297K -$508 -42 -0.1%
RWA
471
River Wealth Advisors
Pennsylvania
$296K -$871 -72 -0.2%
ODIJL
472
One Day In July LLC
Vermont
$295K – – –
APP
473
Avantax Planning Partners
Iowa
$293K +$8.49K +702 +2%
OWM
474
Orgel Wealth Management
Wisconsin
$291K -$1.02M -84,036 -74%
AA
475
AF Advisors
California
$290K +$348K +28,746 New
17 18
19
20 21