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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
551
SevenBridge Financial Group
Pennsylvania
$400K +$29.8K +1,674 +8%
CAL
552
Capital Advisors Ltd
Ohio
$392K – – –
CWM
553
Cadence Wealth Management
Massachusetts
$391K -$25.4K -1,428 -6%
TC
554
TownSquare Capital
Utah
$386K – – –
JIC
555
Joel Isaacson & Co
New York
$386K +$1.28K +72 +0.3%
CA
556
Crewe Advisors
Utah
$380K +$747 +42 +0.2%
RPWA
557
Regent Peak Wealth Advisors
Georgia
$380K +$146K +8,202 +60%
SFG
558
Sovereign Financial Group
Connecticut
$377K -$427 -24 -0.1%
FCIM
559
Fairview Capital Investment Management
California
$377K +$107 +6 +0%
AC
560
Abbrea Capital
California
$374K +$854 +48 +0.2%
AMIM
561
Aull & Monroe Investment Management
Alabama
$368K +$6.94K +390 +2%
RCAG
562
Rehmann Capital Advisory Group
Michigan
$367K – – –
SSI
563
Scott & Selber Inc
Texas
$367K -$18.5K -1,038 -5%
PP
564
Palladium Partners
Virginia
$367K – – –
NEGWA
565
New England Guild Wealth Advisors
Connecticut
$364K – – –
CW
566
CreativeOne Wealth
Kansas
$364K +$11.6K +654 +3%
LAIC
567
Lederer & Associates Investment Counsel
California
$359K – – –
AWM
568
AE Wealth Management
Kansas
$359K +$11.8K +666 +3%
BP
569
Broadleaf Partners
Ohio
$350K -$73.6K -4,140 -17%
TW
570
Transform Wealth
Colorado
$350K -$9.82K -552 -3%
DY
571
Dowling & Yahnke
California
$349K – – –
PIA
572
Pinion Investment Advisors
Kansas
$346K -$414K -23,286 -54%
TIA
573
Tiemann Investment Advisors
California
$341K -$213 -12 -0.1%
JC
574
Jacobs & Co
California
$340K – – –
PAM
575
Private Asset Management
California
$338K – – –
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