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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
501
Glenmede Trust
Pennsylvania
$1.14M – – –
CA
502
Callahan Advisors
Texas
$1.14M +$94.6K +4,668 +9%
CPA
503
Capital Performance Advisors
California
$1.14M +$186K +9,180 +20%
FWI
504
Facet Wealth Inc
Maryland
$1.13M +$186K +9,174 +21%
FWP
505
Firethorn Wealth Partners
Georgia
$1.12M -$4.86K -240 -0.4%
SSWM
506
Smith Salley Wealth Management
North Carolina
$1.12M +$243 +12 +0%
DADC
507
D.A. Davidson & Co
Montana
$1.11M – – –
GSAM
508
Grant Street Asset Management
Pennsylvania
$1.11M +$23.9K +1,179 +2%
OPWM
509
Oakwell Private Wealth Management
Texas
$1.11M – – –
GT
510
Greenleaf Trust
Michigan
$1.1M – – –
MTIC
511
Missouri Trust & Investment Company
Missouri
$1.1M -$57.7K -2,850 -5%
SGWM
512
Sterling Group Wealth Management
California
$1.1M +$1.06M +52,365 New
BAM
513
Belpointe Asset Management
Nevada
$1.08M +$319K +15,723 +44%
MMA
514
Miracle Mile Advisors
California
$1.08M -$95.5K -4,713 -8%
CCM
515
Chilton Capital Management
Texas
$1.08M -$108K -5,337 -9%
RWP
516
Reliant Wealth Planning
Kentucky
$1.07M +$484K +23,889 +88%
TPWM
517
Twelve Points Wealth Management
Massachusetts
$1.07M -$61 -3 -0%
GJIA
518
Glass Jacobson Investment Advisors
Maryland
$1.07M +$21.8K +1,077 +2%
GWA
519
GGM Wealth Advisors
Maryland
$1.06M -$55.1K -2,718 -5%
STA
520
Summit Trail Advisors
New York
$1.05M – – –
PWS
521
Physician Wealth Solutions
Nevada
$1.05M -$34.7K -1,713 -3%
DI
522
Diligent Investors
California
$1.04M -$48.7K -2,406 -5%
DOA
523
D'Orazio & Associates
Virginia
$1.04M +$912 +45 +0.1%
HIP
524
HUB Investment Partners
Texas
$1.03M – – –
AWE
525
Avidian Wealth Enterprises
Texas
$1.03M +$9.6K +474 +1%
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