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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
551
Riverchase Wealth Management
Texas
$1.5M – – –
WA
552
Wealth Architects
California
$1.49M -$23.1K -888 -2%
MFA
553
Morling Financial Advisors
California
$1.49M -$4.61K -177 -0.3%
RWM
554
RMG Wealth Management
Wisconsin
$1.49M +$37.4K +1,435 +3%
VWA
555
VERITY Wealth Advisors
United States
$1.47M – – –
WIA
556
World Investment Advisors
California
$1.47M +$91.4K +3,512 +7%
FTUS
557
Flow Traders U.S.
New York
$1.47M +$1.46M +55,976 New
FWM
558
Fonville Wealth Management
Virginia
$1.46M -$82K -3,151 -5%
BIG
559
Brookwood Investment Group
Arizona
$1.46M -$7.18K -276 -0.5%
IAN
560
Integrated Advisors Network
Texas
$1.46M -$48.2K -1,852 -3%
GWMI
561
Guardian Wealth Management (Illinois)
Illinois
$1.45M -$40.2K -1,545 -3%
UWPG
562
Ullmann Wealth Partners Group
Florida
$1.45M – – –
CIA
563
Concurrent Investment Advisors
Florida
$1.44M +$53.3K +2,047 +4%
DADC
564
D.A. Davidson & Co
Montana
$1.44M -$46.3K -1,778 -3%
PLFS
565
Provident Living Financial Services
Utah
$1.44M +$1.43M +54,772 New
FFP
566
Freedom Financial Partners
Minnesota
$1.43M -$3.02K -116 -0.2%
CA
567
CoreCap Advisors
Michigan
$1.42M -$23.2K -891 -2%
WI
568
Westbourne Investments
Virginia
$1.42M -$40.7K -1,565 -3%
PP
569
PDS Planning
Ohio
$1.42M -$39.2K -1,506 -3%
FIA
570
Foundations Investment Advisors
Arizona
$1.4M +$600K +23,036 +75%
APP
571
Avantax Planning Partners
Iowa
$1.4M -$12.3K -472 -0.9%
PPW
572
Pasadena Private Wealth
California
$1.39M -$9.97K -383 -0.7%
FWP
573
Firethorn Wealth Partners
Georgia
$1.38M -$50.1K -1,924 -4%
SAM
574
Smartleaf Asset Management
Massachusetts
$1.38M +$509K +19,560 +60%
SCM
575
Seascape Capital Management
New Hampshire
$1.36M -$41.7K -1,600 -3%
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