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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PLFS
576
Provident Living Financial Services
Utah
$1.59M +$4.84K +173 +0.3%
SPIA
577
Steward Partners Investment Advisory
New York
$1.59M -$227K -8,098 -13%
B
578
Bailard
California
$1.58M -$43.8K -1,563 -3%
SCA
579
STALEY CAPITAL ADVISERS
Pennsylvania
$1.58M -$7.87K -281 -0.5%
MFA
580
Morling Financial Advisors
California
$1.58M -$25.9K -926 -2%
AWA
581
Acorn Wealth Advisors
Michigan
$1.58M +$121K +4,327 +9%
FWM
582
Fonville Wealth Management
Virginia
$1.57M -$22.1K -791 -1%
PIWA
583
Prevail Innovative Wealth Advisors
Kansas
$1.56M -$23.5K -840 -2%
GSAM
584
Grant Street Asset Management
Pennsylvania
$1.54M +$5.15K +184 +0.3%
WI
585
Westbourne Investments
Virginia
$1.54M -$37.2K -1,330 -2%
PPW
586
Pasadena Private Wealth
California
$1.53M – – –
FFP
587
Freedom Financial Partners
Minnesota
$1.53M -$7.22K -258 -0.5%
AWM
588
AE Wealth Management
Kansas
$1.53M +$110K +3,938 +8%
RWM
589
RMG Wealth Management
Wisconsin
$1.52M +$27.2K +971 +2%
KA
590
KLCM Advisors
Wisconsin
$1.52M +$20.2K +721 +1%
FWP
591
Firethorn Wealth Partners
Georgia
$1.51M -$10.5K -376 -0.7%
HC
592
Hurley Capital
New York
$1.49M +$2.46K +88 +0.2%
GA
593
Greenspring Advisors
Maryland
$1.48M +$39.3K +1,403 +3%
SCM
594
Seascape Capital Management
New Hampshire
$1.45M -$59.2K -2,116 -4%
TIP
595
Tandem Investment Partners
New Jersey
$1.43M +$50.4K +1,800 +4%
PWS
596
Physician Wealth Solutions
Nevada
$1.43M -$39.1K -1,395 -3%
AI
597
Axos Invest
Nevada
$1.42M -$578K -20,659 -30%
OCM
598
Osterweis Capital Management
California
$1.42M – – –
WHCI
599
W.H. Cornerstone Investments
Massachusetts
$1.42M +$17.9K +639 +1%
EGWAG
600
Elwood & Goetz Wealth Advisory Group
Georgia
$1.41M +$420 +15 +0%
22 23
24
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