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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
501
Regent Peak Wealth Advisors
Georgia
$2.19M -$55.8K -1,992 -3%
EB
502
Exchange Bank
California
$2.19M -$23.1K -824 -1%
CB
503
Commerce Bank
Missouri
$2.17M +$510K +18,208 +32%
AWA
504
Arkadios Wealth Advisors
Georgia
$2.16M -$11K -393 -0.5%
AWM
505
Adams Wealth Management
Utah
$2.15M -$232K -8,302 -10%
CI
506
CacheTech Inc
Utah
$2.15M -$232K -8,302 -10%
ZBNA
507
Zions Bancorporation, National Association
Utah
$2.14M -$120K -4,272 -5%
SAM
508
Sawgrass Asset Management
Florida
$2.13M – – –
BIA
509
Bigelow Investment Advisors
Maine
$2.09M -$27K -964 -1%
CAG
510
Csenge Advisory Group
Florida
$2.08M -$746K -26,657 -27%
PFA
511
Pure Financial Advisors
California
$2.08M -$81.3K -2,905 -4%
KPWS
512
Kestra Private Wealth Services
Texas
$2.08M -$7.53K -269 -0.4%
CWM
513
CMH Wealth Management
New Hampshire
$2.04M +$85.4K +3,050 +5%
GCA
514
Gradient Capital Advisors
California
$2.03M +$10.9K +388 +0.6%
NDSI
515
Newman Dignan & Sheerar Inc
Rhode Island
$2.02M -$4.17K -149 -0.2%
SW
516
SteelPeak Wealth
California
$2.02M -$49.2K -1,758 -2%
NFTC
517
North Forty Two & Co
Oregon
$2M +$28 +1 +0%
WOSD
518
WFA of San Diego
California
$2M -$92.3K -3,297 -5%
DT
519
Diversified Trust
Tennessee
$1.99M +$16.2K +579 +0.9%
VAS
520
Vestmark Advisory Solutions
Massachusetts
$1.98M +$105K +3,748 +6%
EFM
521
Eley Financial Management
Vermont
$1.97M -$3.13K -112 -0.2%
JWCA
522
J.W. Cole Advisors
Florida
$1.97M +$1.9M +67,989 New
FG
523
Fiduciary Group
Georgia
$1.97M -$20.4K -729 -1%
KNFPWM
524
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.96M -$2.69K -96 -0.1%
S
525
Sunpointe
Missouri
$1.96M +$18.7K +668 +1%
19 20
21
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