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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
551
Seascape Capital Management
New Hampshire
$1.38M +$49.9K +2,014 +4%
PPW
552
Pasadena Private Wealth
California
$1.37M -$31.9K -1,287 -2%
CAM
553
Clark Asset Management
New Hampshire
$1.37M +$1.56K +63 +0.1%
AC
554
Attessa Capital
Arizona
$1.37M -$2.15K -87 -0.2%
CIA
555
Concurrent Investment Advisors
Florida
$1.36M +$34.2K +1,382 +3%
WIA
556
World Investment Advisors
California
$1.35M +$18.1K +730 +1%
IAA
557
Independent Advisor Alliance
North Carolina
$1.35M -$56.7K -2,291 -4%
PWS
558
Physician Wealth Solutions
Nevada
$1.35M -$619 -25 -0%
WSA
559
Warm Springs Advisors
California
$1.34M +$1.29M +52,180 New
GSAM
560
Grant Street Asset Management
Pennsylvania
$1.32M -$941 -38 -0.1%
EWA
561
EverSource Wealth Advisors
Alabama
$1.31M +$1.09M +43,876 +626%
EF
562
Envision Financial
Wisconsin
$1.3M -$1.19K -48 -0.1%
PFA
563
Pinnacle Family Advisors
Missouri
$1.3M -$30.8K -1,246 -2%
KWM
564
Keebeck Wealth Management
Illinois
$1.28M +$173 +7 +0%
LWM
565
Lionshead Wealth Management
New York
$1.25M – – –
EGWAG
566
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M -$8.81K -356 -0.7%
HC
567
Hurley Capital
New York
$1.25M +$3.46K +140 +0.3%
BWM
568
BNC Wealth Management
Oregon
$1.25M -$97.4K -3,934 -8%
WHCI
569
W.H. Cornerstone Investments
Massachusetts
$1.24M +$297 +12 +0%
FCMA
570
Foresight Capital Management Advisors
Michigan
$1.22M +$3.29K +133 +0.3%
CIC
571
Carnegie Investment Counsel
Ohio
$1.22M +$6.71K +271 +0.6%
WMWM
572
Whitaker-Myers Wealth Managers
Ohio
$1.21M -$1.44K -58 -0.1%
SHWM
573
Smith & Howard Wealth Management
Georgia
$1.21M -$9.28K -375 -0.8%
PIM
574
Penobscot Investment Management
Massachusetts
$1.21M -$65.3K -2,640 -5%
MFG
575
Midwest Financial Group
Kansas
$1.2M +$3.34K +135 +0.3%
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