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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
501
D.A. Davidson & Co
Montana
$1.08M -$4.06K -210 -0.4%
OPWM
502
Oakwell Private Wealth Management
Texas
$1.07M -$3.25K -168 -0.3%
GP
503
Greenline Partners
New York
$1.07M +$357K +18,456 +54%
GWA
504
GGM Wealth Advisors
Maryland
$1.07M +$54.6K +2,823 +6%
GT
505
Greenleaf Trust
Michigan
$1.07M – – –
MAG
506
Mayfair Advisory Group
Alabama
$1.06M +$69.5K +3,591 +7%
DI
507
Diligent Investors
California
$1.06M -$150K -7,770 -13%
TRCT
508
Tower Research Capital (TRC)
New York
$1.05M +$860K +44,445 +604%
GSAM
509
Grant Street Asset Management
Pennsylvania
$1.05M -$214K -11,064 -18%
ICG
510
InterOcean Capital Group
Tennessee
$1.05M +$54.6K +2,820 +6%
PWS
511
Physician Wealth Solutions
Nevada
$1.05M -$7.95K -411 -0.8%
CWM
512
Cahill Wealth Management
Michigan
$1.05M +$3.08K +159 +0.3%
TPWM
513
Twelve Points Wealth Management
Massachusetts
$1.04M -$55.3K -2,859 -5%
STA
514
Summit Trail Advisors
New York
$1.02M +$966K +49,896 New
ML
515
McAdam LLC
Pennsylvania
$1.02M +$201K +10,362 +26%
GJIA
516
Glass Jacobson Investment Advisors
Maryland
$1.01M +$72.7K +3,756 +8%
CA
517
Callahan Advisors
Texas
$1.01M +$14.6K +756 +2%
DOA
518
D'Orazio & Associates
Virginia
$1.01M +$2.67K +138 +0.3%
HIP
519
HUB Investment Partners
Texas
$1M +$953K +49,257 New
ECM
520
Exchange Capital Management
Michigan
$1M +$67.4K +3,483 +8%
AWE
521
Avidian Wealth Enterprises
Texas
$993K +$2.44K +126 +0.3%
FWA
522
FSM Wealth Advisors
Ohio
$987K +$92.3K +4,770 +11%
JF
523
Joule Financial
Kentucky
$981K -$381K -19,680 -29%
GM
524
GeoWealth Management
Illinois
$975K +$567K +29,286 +157%
SGCA
525
Steel Grove Capital Advisors
Tennessee
$970K – – –
19 20
21
22 23