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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Smartleaf Asset Management
Massachusetts
$1.8M – – –
NLA
552
Northern Lights Advisors
Washington
$1.8M +$134K +4,774 +8%
MOS
553
MGO One Seven
Ohio
$1.79M -$71.6K -2,556 -4%
IAA
554
Independent Advisor Alliance
North Carolina
$1.78M -$1.1M -39,318 -39%
WIA
555
World Investment Advisors
California
$1.78M -$924 -33 -0%
LSPW
556
Lake Street Private Wealth
Illinois
$1.77M – – –
TCOV
557
Trust Company of Vermont
Vermont
$1.77M +$1.71M +61,174 New
RW
558
REDW Wealth
New Mexico
$1.76M -$6.19K -221 -0.4%
HIP
559
HUB Investment Partners
Texas
$1.75M +$19K +679 +1%
LA
560
LexAurum Advisors
Kansas
$1.72M -$90.5K -3,231 -5%
WA
561
Wealth Architects
California
$1.7M +$4.28K +153 +0.3%
EAM
562
Everstar Asset Management
North Carolina
$1.67M -$33.7K -1,205 -2%
DADC
563
D.A. Davidson & Co
Montana
$1.67M -$2.8K -100 -0.2%
RWM
564
Riverchase Wealth Management
Texas
$1.66M – – –
FCH
565
Freestone Capital Holdings
Washington
$1.66M +$694K +24,793 +77%
CA
566
CoreCap Advisors
Michigan
$1.65M +$48.2K +1,722 +3%
BIG
567
Brookwood Investment Group
Arizona
$1.65M +$46.9K +1,674 +3%
CG
568
CFO4Life Group
Texas
$1.65M +$1.59M +56,853 New
MMA
569
Miracle Mile Advisors
California
$1.65M -$38.5K -1,376 -2%
MSG
570
Main Street Group
Virginia
$1.63M -$26.8K -957 -2%
SRCM
571
Signature Resources Capital Management
California
$1.63M -$26.7K -953 -2%
PTC
572
Private Trust Company
Ohio
$1.6M -$227K -8,116 -13%
DWM
573
Diversify Wealth Management
Utah
$1.6M +$97.4K +3,480 +7%
DAS
574
Diversify Advisory Services
Utah
$1.6M +$1.32M +47,098 +539%
UWPG
575
Ullmann Wealth Partners Group
Florida
$1.59M – – –
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