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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
526
Goldstein Munger & Associates
California
$736K – – –
DSAM
527
Dock Street Asset Management
Florida
$734K – – –
SAM
528
Summit Asset Management
Tennessee
$734K – – –
EGWAG
529
Elwood & Goetz Wealth Advisory Group
Georgia
$732K -$2.98K -162 -0.4%
TCM
530
Twele Capital Management
Minnesota
$712K -$178K -9,648 -20%
AWA
531
Aletheian Wealth Advisors
Washington
$705K +$689K +37,452 New
AWA
532
Arkadios Wealth Advisors
Georgia
$700K -$171K -9,306 -20%
BPM
533
Bowling Portfolio Management
Ohio
$698K +$113K +6,150 +20%
CBFP
534
Cedar Brook Financial Partners
Ohio
$694K +$9.49K +516 +1%
WCM
535
WealthBridge Capital Management
Ohio
$689K -$5.52K -300 -0.8%
BFC
536
Bedel Financial Consulting
Indiana
$689K +$11.9K +648 +2%
FWM
537
Frontier Wealth Management
Missouri
$688K +$2.1K +114 +0.3%
FW
538
FirstPurpose Wealth
Utah
$680K +$664K +36,078 New
RWA
539
Redmont Wealth Advisors
Illinois
$678K +$662K +36,000 New
ARC
540
Advisor Resource Council
Texas
$676K +$660K +35,880 New
SFG
541
StrategIQ Financial Group
Indiana
$665K -$9.6K -522 -1%
MGIA
542
Moneta Group Investment Advisors
Missouri
$662K +$29.1K +1,584 +5%
BFA
543
Beacon Financial Advisory
Ohio
$654K +$61.3K +3,330 +11%
AL
544
ACAS LLC
California
$653K -$3.09K -168 -0.5%
CWA
545
Consilium Wealth Advisory
Texas
$649K +$634K +34,470 New
CWM
546
Congress Wealth Management
Massachusetts
$646K +$631K +34,308 New
LWMT
547
Legacy Wealth Management (Tennessee)
Tennessee
$644K +$12.5K +678 +2%
BA
548
Bridgewater Advisors
New York
$639K +$773 +42 +0.1%
CA
549
Claro Advisors
Massachusetts
$634K – – –
VCM
550
Vigilant Capital Management
Maine
$632K +$11.6K +630 +2%
20 21
22
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